Form D · Other Investment Fund

Volta SPV CMX, LLC

Salt Lake City, UT · CIK 0001732706

Offering snapshot reported Feb 12, 2019 · SEC filing

Reported sold: $3.02M
Investors reported: 4
Minimum accepted: $10K
First sale: May 4, 2018

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 sold$1,020,000 → $3,020,000
Reported investors2 → 4
Minimum accepted$0 → $10,000

Filing history

Scroll to see all columns →

Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Feb 12, 2019	Amendment	$3,020,000	$2,000,000vs May 8, 2018	4	SEC filing
May 8, 2018	Initial	$1,020,000	No comparison	2	SEC filing

Offering details

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

Sales commissions: $0
Finders' fees: $0
Form D file number: 021-311902

Source: Form D, filed Feb 12, 2019. 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 SPV CMX, LLC

Investment adviser: VOLTA ENERGY TECHNOLOGIES, LLC

Gross asset value: $15.1K
Beneficial owners: 2
ADV minimum commitment: $0

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

Custodian SIGNATURE BANK ROSEMONT, Illinois, United States Related to adviser: No

Provider details

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

Filing source

Form ADV 2079365 · Mar 31, 2026 · Schedule D 7.B.(1), fund 805-3779659421

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
Name	Reported role
Llc Assure Fund Management Ii	Director
Jeremy Neilson	Executive
Richard Thoms	Executive
Llc Volta Energy Technologies,	Director

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

6510 South Millrock Drive Suite 400
Salt Lake City, UT, 84121