RET Ventures ESG Fund, L.P.
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
$42M
Investors
43
Min Invest
None stated
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What this filing shows
·Every sentence is a value as filed on SEC Form D
RET Ventures ESG Fund, L.P. is a Delaware limited partnership that first filed a Form D on April 19, 2022 and most recently amended it on December 6, 2023, describing itself as a venture capital fund. The offering claims Rule 506(c), Section 3(c), Section 3(c)(1), Section 3(c)(7) and covers pooled investment fund interests. RET Ventures ESG Fund, L.P. reported $42,301,667 sold from 43 investors of a $42,301,667 total offering as of the Form D filed December 6, 2023. The offering relies on Rule 506(c), so the issuer may advertise it but may sell only to investors it has verified as accredited. The filing checks both Section 3(c)(1), which caps the fund at 100 beneficial owners, and Section 3(c)(7), which requires every investor to be a qualified purchaser, generally an individual with at least $5 million in investments. A fund normally relies on one or the other. The filing reports no non-accredited investors. The filing lists the minimum investment as $0, meaning no minimum was stated. The Form D names Lisa Eyles Beeson (CRD 1735489), associated with CC Securities, LLC as the recipient of sales compensation soliciting in CA, FL, GA, IL, MA, MD, MN, NC, NY, OH, PA, TX. The issuer's address of record is 136 Heber Avenue, Suite 304, Park City, UT 84060.
EDGAR Filing Data
Form D — Primary Source
View on SEC.govFilings on Record
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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
closed
Investor
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Adviser of Record (Form ADV)
CRD 292895 · exempt reporting adviser · lists this fund on Schedule D 7.B.(1) as a venture capital fund
Auditor named on Form ADV: Frank, Rimerman & Co. 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.
RET Ventures ESG Fund GP, LLC
Director · Park City, UT
General Partner of the Issuer
John Helm
Director · Park City, UT
Managing Director of the General Partner of the Issuer
Christopher Yip
Director · Park City, UT
Managing Director of the General Partner of the Issuer
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.
Lisa Eyles BeesonCRD 1735489 on BrokerCheck
Associated broker-dealer: CC Securities, LLC (CRD 153523) · Stamford, CT · Soliciting in CA, FL, GA, IL, MA, MD, MN, NC, NY, OH, PA, TX
Questions About RET Ventures ESG Fund, L.P.
Each answer is built from the values on the SEC filing and the AltStreet ledger, not from the issuer's marketing.
What is RET Ventures ESG Fund, L.P.?
RET Ventures ESG Fund, L.P. is a Delaware limited partnership that filed a Form D with the SEC on December 6, 2023 as a venture capital fund. The filing claims Rule 506(c), Section 3(c), Section 3(c)(1), Section 3(c)(7) for an offering of pooled investment fund interests.
Is RET Ventures ESG Fund, L.P. legit?
AltStreet does not rate legitimacy; it reports the public record. RET Ventures ESG Fund, L.P. filed a Form D with the SEC on December 6, 2023 claiming Rule 506(c), Section 3(c), Section 3(c)(1), Section 3(c)(7). A Form D is a notice of an exempt offering, not a review or approval of it. The newest notice reports $42,301,667 sold to 43 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 RET Ventures ESG Fund, L.P. 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 RET Ventures ESG Fund, L.P. claimed Rule 506(c), Section 3(c), Section 3(c)(1), Section 3(c)(7) 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 RET Ventures ESG Fund, L.P. raised?
RET Ventures ESG Fund, L.P. reported $42,301,667 sold from 43 investors of a $42,301,667 total offering as of the Form D filed December 6, 2023.
Who can invest in RET Ventures ESG Fund, L.P.?
The offering relies on Rule 506(c), so the issuer may advertise it but may sell only to investors it has verified as accredited. The filing checks both Section 3(c)(1), which caps the fund at 100 beneficial owners, and Section 3(c)(7), which requires every investor to be a qualified purchaser, generally an individual with at least $5 million in investments. A fund normally relies on one or the other. The filing reports no non-accredited investors. The filing lists the minimum investment as $0, meaning no minimum was stated.
What is the minimum investment in RET Ventures ESG Fund, L.P.?
The Form D lists the minimum investment as $0, which means the issuer did not state a minimum on the form. The offering documents, not the Form D, set the actual subscription terms.
Who is selling RET Ventures ESG Fund, L.P. and how are they paid?
The Form D names Lisa Eyles Beeson (CRD 1735489), associated with CC Securities, LLC as the recipient of sales compensation soliciting in CA, FL, GA, IL, MA, MD, MN, NC, NY, OH, PA, TX.
Who is behind RET Ventures ESG Fund, L.P.?
The Form D lists 3 related persons: RET Ventures ESG Fund GP, LLC, director (General Partner of the Issuer); John Helm, director (Managing Director of the General Partner of the Issuer); Christopher Yip, director (Managing Director of the General Partner of the Issuer). Form D Item 3 requires executive officers, directors, and promoters of the issuer to be listed.
Where is RET Ventures ESG Fund, L.P. located?
The issuer's address on its SEC filings is 136 Heber Avenue, Suite 304, Park City, UT 84060. Its phone number of record is 801-823-1216. It is organized under the laws of Delaware.
How long is the RET Ventures ESG Fund, L.P. 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; 1 amendment is on record for this CIK.
How large is RET Ventures ESG Fund, L.P.?
The issuer declined to disclose its revenue range on the Form D, which the form permits.
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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.