Form D · Other Investment Fund

VIP Alpha Plus Fund I LP

Austin, TX · CIK 0001890000

Offering snapshot reported Dec 20, 2023 · SEC filing

Reported sold: $60.9M
Investors reported: 100
Minimum accepted: $250K
First sale: Nov 18, 2021

Fundraising history

Reported sold

Dates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.

What changed?

Latest filing versus its linked predecessor, where available.

Reported investors0 → 100

Filing history

Scroll to see all columns →

Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Dec 20, 2023	Amendment	$60,850,000	No comparison	100	SEC filing
Dec 22, 2022	Amendment	$54,650,000	No comparison	83	SEC filing
Nov 8, 2021	Initial	Yet to sell	No comparison	0	SEC filing

Offering details

Securities: Pooled investment fund
Exemptions: 06b, 3C, 3C.7
Duration over one year: No
Business combination: No

Sales commissions: $0 (estimated)
Finders' fees: $0 (estimated)
Form D file number: 021-420305

Source: Form D, filed Dec 20, 2023. 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

VIP ALPHA PLUS FUND I LP

Investment adviser: VENTURI WEALTH MANAGEMENT, LLC

Gross asset value: $72.4M
Beneficial owners: 101
ADV minimum commitment: $250K

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 ALTER DOMUS (US) LLC CHICAGO, Illinois, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor BAUER & COMPANY AUSTIN, Texas, United States

Custodian JP MORGAN AUSTIN, Texas, 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 805-2237325302

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
VIP Alpha Plus Fund I LP (this fund)	Dec 20, 2023	$60,850,000	100
VIP Alpha Plus Fund II LP	Jul 16, 2025	$11,850,000	15

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 Wayne Norwood	Executive
Ashi Parikh	Executive
Christopher M. Schelling	Executive
N/A Venturi Wealth Management, Llc	Executive
N/A Vip Alpha Plus Gp I Llc	Executive
N/A Vip Alp Ha Plus Gp I Llc	Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

3600 N Capital Of Texas Highway Building B, Suite 200
Austin, TX, 78745