Energize Ventures Fund LP
Built from the SEC filing index the day the filing landed. The figures below are the issuer's own from Form D; AltStreet's analysis, sponsor link and data flags follow when the entity is enriched.
Raised
$150M
Investors
50
Min Invest
$1,000,000
Is this your company or fund? Claim this page free, or verify it and carry the Verified Issuer mark.
What this filing shows
·Every sentence is a value as filed on SEC Form D
Energize Ventures Fund LP is a Delaware limited partnership organized in 2017 that first filed a Form D on May 31, 2017 and most recently amended it on September 28, 2018, describing itself as a venture capital fund. The offering claims Rule 506(b), Section 3(c), Section 3(c)(1) and covers pooled investment fund interests. Energize Ventures Fund LP reported $150,000,000 sold from 50 investors in an offering of indefinite size as of the Form D filed September 28, 2018. The offering relies on Rule 506(b), which permits sales to accredited investors and to no more than 35 non-accredited investors who meet a sophistication standard, and prohibits general solicitation. Because the fund also relies on Section 3(c)(1), it may have no more than 100 beneficial owners. The filing reports no non-accredited investors. The minimum investment accepted from an outside investor is $1,000,000. The Form D names Michael Whelchel (CRD 5535629), associated with Intellivest Securities Inc.; Shawn Lesser (CRD 2412442), associated with Intellivest Securities Inc.; ', associated with Intellivest Securities Inc. as recipients of sales compensation soliciting in CA, ID, MO, WA. Sales commissions are reported as $0 and finders' fees as $195,000. Form D allows these to be estimates. The issuer's address of record is 1 South Wacker Dr., Suite 1620, Chicago, IL 60606.
Critical Disclosures
What the filings and the regulators have said about this entity that a reader should know first. Each line links to its source. The history, the same event across other issuers, and alerts are in the terminal.
Reporting lapsed · Form D · last filing September 28, 2018
Offering declared to continue beyond a year; annual amendment 13+ months overdue An issuer that stops filing is the case the going-concern flag cannot catch: the report that would have carried it was never filed.
EDGAR Filing Data
Form D — Primary Source
View on SEC.govFilings on Record
Every filing AltStreet's ledger holds for this CIK, newest first. Each opens the SEC archive folder.
In the Terminal
Filing events
0
none on file
Critical / warning
0 / 0
0 watch · 0 info
Statements extracted
0
none on file
NAV prints
0
none on file
Offering chains
1
dark
Fund family Part of the Energize Ventures Fund family: 3 vehicles across 2 generations · adviser of record Energize Capital LLC · full family and the filing behind each link in the terminal
Investor
- The full fund family and any related vehicles (parallel, feeder, successor, sibling series) with the filing that shows each link
- 1 offering timeline: velocity, share raised, first-sale lag, stalled flags
Pro
- This issuer against its cohort: rank by velocity and share raised among offerings filed the same quarter
- The same events, statements and NAV moves across every issuer, screenable, with unlimited watches and CSV
Counts and dates above are the free record. The values, the series and the comparisons are the seat. Loading your view…
Adviser of Record (Form ADV)
CRD 289047 · SEC-registered adviser · lists this fund on Schedule D 7.B.(1) as a venture capital fund
Auditor named on Form ADV: Deloitte & Touche LLP · PCAOB-registered per the adviser
From the adviser's Form ADV as loaded from the SEC bulk data, joined on this issuer's Form D file number. Fund-level figures and the adviser's full fund roster are in the terminal.
Related Persons (Form D)
Executive officers, directors, and promoters listed on the SEC Form D filing. Source: SEC.gov.
Item 3 changed on the Form D filed 2018-09-28: 0 related persons added and 1 removed against the filing of 2018-09-21; 13 now listed. The names are in the Terminal feed.
' ENERGIZE VENTURES GP LLC
Promoter · Chicago, IL
General Partner and Organizer of the Fund
Michael Polsky
Executive Officer · Chicago, IL
Founder & Chief Executive Officer of the Promoter
James T Murphy
Executive Officer · Chicago, IL
President & Chief Operating Officer of the Promoter
Jim T Shield
Executive Officer · Chicago, IL
EVP & Chief Commercial Officer of the Promoter
Bryan T Schueler
Executive Officer · Chicago, IL
EVP & Chief Development Officer of the Promoter
Amy T Francetic
Executive Officer · Chicago, IL
VP of general partner and Managing Director of issuer
Alex T George
Executive Officer · Chicago, IL
SVP, Operations & Asset Management of the Promoter
Kris T Zadlo
Executive Officer · Chicago, IL
SVP,Commercial Analytics, Regulatory Affairs & Transmission of the Promoter
' T Invenergy Investment Company LLC
Promoter · Chicago, IL
Managing Member of the General Partner of the Issuer
' T Invenergy LLC
Promoter · Chicago, IL
John T Tough
Executive Officer · Chicago, IL
Partner of the Issuer
Juan T Muldoon
Executive Officer · Chicago, IL
Principal of the Issuer
Mike T Blazer
Executive Officer · Chicago, IL
SVP and Chief Legal Officer
Placement Agents and Sales Compensation (Form D)
Who the issuer reported paying to sell the securities (Form D Item 12), with the FINRA registration number the filer gave. Source: SEC.gov.
Michael WhelchelCRD 5535629 on BrokerCheck
Associated broker-dealer: Intellivest Securities Inc. (CRD 145022) · Riverdale, GA · Soliciting in CA, ID, MO, WA
Shawn LesserCRD 2412442 on BrokerCheck
Associated broker-dealer: Intellivest Securities Inc. (CRD 145022) · Riverdale, GA · Soliciting in CA, ID, MO, WA
'
Associated broker-dealer: Intellivest Securities Inc. (CRD 145022) · Riverdale, GA · Soliciting in CA, ID, MO, WA
Questions About Energize Ventures Fund LP
Each answer is built from the values on the SEC filing and the AltStreet ledger, not from the issuer's marketing.
What is Energize Ventures Fund LP?
Energize Ventures Fund LP is a Delaware limited partnership organized in 2017 that filed a Form D with the SEC on September 28, 2018 as a venture capital fund. The filing claims Rule 506(b), Section 3(c), Section 3(c)(1) for an offering of pooled investment fund interests.
Is Energize Ventures Fund LP legit?
AltStreet does not rate legitimacy; it reports the public record. Energize Ventures Fund LP filed a Form D with the SEC on September 28, 2018 claiming Rule 506(b), Section 3(c), Section 3(c)(1). A Form D is a notice of an exempt offering, not a review or approval of it. The newest notice reports $150,000,000 sold to 50 investors. AltStreet's enforcement record (SEC, FINRA and state actions) shows no action naming the issuer as of today. Before investing, confirm the filing on EDGAR, check the seller's registration on FINRA BrokerCheck, and read the offering documents, which a Form D does not include.
Is Energize Ventures Fund LP registered with or approved by the SEC?
No. A Form D is a notice that an issuer is selling securities under an exemption from registration, and the SEC does not review, approve, or pass on the merits of the offering. The filing shows that Energize Ventures Fund LP claimed Rule 506(b), Section 3(c), Section 3(c)(1) and disclosed the items the form requires, such as the amount sold, the minimum investment, related persons, and anyone paid to sell the securities. It does not verify the issuer's claims or its business.
How much has Energize Ventures Fund LP raised?
Energize Ventures Fund LP reported $150,000,000 sold from 50 investors in an offering of indefinite size as of the Form D filed September 28, 2018.
Who can invest in Energize Ventures Fund LP?
The offering relies on Rule 506(b), which permits sales to accredited investors and to no more than 35 non-accredited investors who meet a sophistication standard, and prohibits general solicitation. Because the fund also relies on Section 3(c)(1), it may have no more than 100 beneficial owners. The filing reports no non-accredited investors. The minimum investment accepted from an outside investor is $1,000,000.
What is the minimum investment in Energize Ventures Fund LP?
The Form D lists $1,000,000 as the minimum investment accepted from any outside investor as of September 28, 2018. Issuers can waive their own minimums, and the figure does not include fees.
Who is selling Energize Ventures Fund LP and how are they paid?
The Form D names Michael Whelchel (CRD 5535629), associated with Intellivest Securities Inc.; Shawn Lesser (CRD 2412442), associated with Intellivest Securities Inc.; ', associated with Intellivest Securities Inc. as recipients of sales compensation soliciting in CA, ID, MO, WA. Sales commissions are reported as $0 and finders' fees as $195,000. Form D allows these to be estimates.
Who is behind Energize Ventures Fund LP?
The Form D lists 13 related persons: ' ENERGIZE VENTURES GP LLC, promoter (General Partner and Organizer of the Fund); Michael Polsky, executive officer (Founder & Chief Executive Officer of the Promoter); James T Murphy, executive officer (President & Chief Operating Officer of the Promoter); Jim T Shield, executive officer (EVP & Chief Commercial Officer of the Promoter); Bryan T Schueler, executive officer (EVP & Chief Development Officer of the Promoter); Amy T Francetic, executive officer (VP of general partner and Managing Director of issuer); Alex T George, executive officer (SVP, Operations & Asset Management of the Promoter); Kris T Zadlo, executive officer (SVP,Commercial Analytics, Regulatory Affairs & Transmission of the Promoter), and 5 more. Form D Item 3 requires executive officers, directors, and promoters of the issuer to be listed.
Where is Energize Ventures Fund LP located?
The issuer's address on its SEC filings is 1 South Wacker Dr., Suite 1620, Chicago, IL 60606. Its phone number of record is 312-224-1400. It is organized under the laws of Delaware.
How long is the Energize Ventures Fund LP offering open?
The issuer indicated that the offering is intended to last more than one year. An issuer must amend its Form D annually while a continuing offering stays open; 3 amendments are on record for this CIK.
How large is Energize Ventures Fund LP?
The issuer declined to disclose its revenue range on the Form D, which the form permits.
Is this your company or fund?
Free claim: add your contact details, website, team and a description to this page. The filed facts stay as filed.
Verified Issuer, $480 a year: AltStreet checks the identity of your company and the authority of the person claiming it against your filings, confirms your contact details on a stated date and again at each renewal, and marks the page so people researching you find a current, attributed profile beside the public filing record. It is not a review of any offering.
Data Methodology
Capital raise figures, investor counts, and filing dates are sourced directly from SEC EDGAR Form D primary documents via the SEC EDGAR submissions API and full-text search index. EDGAR entity profiles and deal-level data are reviewed by AltStreet analysts with backgrounds in corporate finance and securities law — cross-referenced against offering circulars, audited financial statements, and primary regulatory filings before publication. Platform-provided information, where present, is clearly labeled and does not affect EDGAR data or AltStreet editorial coverage. Platforms may request factual corrections for demonstrable inaccuracies by contacting [email protected]. This page does not constitute investment advice.