Form D · Venture Capital Fund

VOLTA ITR CO-INVESTMENT, LP

Naperville, IL · CIK 0001969081

Offering snapshot reported Nov 25, 2024 · SEC filing

Reported sold
$4.38M
Offering amount: $4.38M
Investors reported
17
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Oct 18, 2024
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$2.19M$4.38MNov 4, 2024: $4,106,000.00Nov 4, 2024Nov 25, 2024: $4,384,250.00Nov 25, 2024

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 sold$4,106,000 → $4,384,250
  • Reported investors14 → 17

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Nov 25, 2024Amendment$4,384,250$278,250vs Nov 4, 202417SEC filing
Nov 4, 2024Initial$4,106,000No comparison14SEC filing
Apr 25, 2023Initial$3,552,500No comparison9SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.7
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-528543
Series C Offering Closed

Source: Form D, filed Nov 25, 2024. 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

VOLTA ITR CO-INVESTMENT, LP

Investment adviser: VOLTA ENERGY TECHNOLOGIES, LLC

Gross asset value
$5.14M
Beneficial owners
17
ADV minimum commitment
$105K

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

Service providers

Fund administrator CARTA, INC SAN FRANCISCO, California, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor EISNERAMPER LLP NEW YORK, New York, United States
Custodian JPMORGAN CHASE BANK, N.A. COLUMBUS, Ohio, 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

EISNERAMPER LLP
PCAOB 274

JPMORGAN CHASE BANK, N.A.
LEI 549300D5Q1Z8J7H6OQ02

Filing source

Form ADV 2079365 · Mar 31, 2026 · Schedule D 7.B.(1), fund 805-3488525756

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

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
NameReported role
Alexander Arkin Executive
Jeffrey P. Chamberlain Executive
David Schroeder Executive
Michael Sodaro Executive
. Volta Energy Storage Fund I Gp, Llc Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
50 S Main St Suite 270
Naperville, IL, 60540