Form D · Private Equity Fund

VENTURI INVESTMENT PARTNERS, L.P.

Austin, TX · CIK 0001720607

Offering snapshot reported Oct 25, 2017 · SEC filing

Reported sold: $21M
Investors reported: 15
Minimum accepted: $0
First sale: Oct 11, 2017

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

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Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Oct 25, 2017	Initial	$21,000,000	No comparison	15	SEC filing

Offering details

Securities: Pooled investment fund
Exemptions: 06b, 3C, 3C.1
Duration over one year: No
Business combination: No

Sales commissions: $0
Finders' fees: $0
Form D file number: 021-297442

Source: Form D, filed Oct 25, 2017. Minimum accepted may differ from a standard advertised minimum.

Fund connections

The linked fund shows its most recently reported ADV details.

Matched by reported Form D file number

VENTURI INVESTMENT PARTNERS, L.P.

Investment adviser: VENTURI WEALTH MANAGEMENT, LLC

Gross asset value: $9.44M
Beneficial owners: 17
ADV minimum commitment: $500K

Reported in Form ADV on Aug 31, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator BELLTOWER FUND GROUP LTD SEATTLE, Washington, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor BAUER & COMPANY AUSTIN, Texas, United States

Custodian SOUTHSTATE BANK WINTER HAVEN, Florida, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

BAUER & COMPANY
PCAOB 6072

Filing source

Form ADV 2128341 · Aug 31, 2026 · Schedule D 7.B.(1), fund 805-1138850813

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Related funds

Funds whose names form a numbered series with this one and that share its city or the name of a related person. Form D does not state how these funds are related.

Fund	Latest Form D	Reported sold	Investors
VENTURI INVESTMENT PARTNERS, L.P. (this fund)	Oct 25, 2017	$21,000,000	15
VENTURI INVESTMENT PARTNERS II, L.P.	Sep 2, 2022	$76,370,000	87

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
Name	Reported role
Russell W Norwood	Director, Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

3600 N. Capital Of Texas Highway Building B, Suite 100
Austin, TX, 78746