Fund family · SEC Form D record
Shelter Island Ventures funds
Shelter Island Ventures has 11 vehicles on the SEC Form D record, in 4 numbered generations, filed from 2023 to 2026. The newest is IO-1031 Fund IV, a series of Shelter Island Ventures, LP, first filed Apr 17, 2026. The adviser of record on Form ADV Schedule D is Platform Advisor, LLC.
- Vehicles
- 11
- Numbered generations
- 4
- First filing
- 2023
- Latest filing
- Aug 28, 2026
Adviser of record (Form ADV Schedule D) Platform Advisor, LLC (CRD 167700)
Names, dates and status as filed on SEC EDGAR. A Form D is a notice of an exempt offering; the SEC does not review or approve it. Grouped by name; see the last question below.
Fund IV
1 vehicle · first filed
| Vehicle | Sleeve | First filed | Latest filing | Filing record | SEC |
|---|---|---|---|---|---|
| IO-1031 Fund IV, a series of Shelter Island Ventures, LPCIK 2100399 | Sold the stated amount | EDGAR |
Sold to date and investors
Unlock in the terminal (Investor)Fund III
1 vehicle · first filed
| Vehicle | Sleeve | First filed | Latest filing | Filing record | SEC |
|---|---|---|---|---|---|
| IO-1205 Fund III, a series of Shelter Island Ventures, LPCIK 2048096 | Sold the stated amount | EDGAR |
Sold to date and investors
Unlock in the terminal (Investor)Fund II
3 vehicles · first filed · latest filing
| Vehicle | Sleeve | First filed | Latest filing | Filing record | SEC |
|---|---|---|---|---|---|
| IO-0226 Fund II, a series of Shelter Island Ventures, LPCIK 1988749 | Sold the stated amount | EDGAR | |||
| LA Fund II, a series of Shelter Island Ventures, LPCIK 1995817 | Sold the stated amount | EDGAR | |||
| LE-0527 Fund II, a series of Shelter Island Ventures, LPCIK 2088201 | Sold the stated amount | EDGAR |
Sold to date and investors
Unlock in the terminal (Investor)Fund I
6 vehicles · first filed · latest filing
| Vehicle | Sleeve | First filed | Latest filing | Filing record | SEC |
|---|---|---|---|---|---|
| IO-0203 Fund I, a series of Shelter Island Ventures, LPCIK 1969892 | Sold the stated amount | EDGAR | |||
| MA-1110 Fund I, a series of Shelter Island Ventures, LPCIK 2001274 | Sold the stated amount | EDGAR | |||
| LE-0220 Fund I, a series of Shelter Island Ventures, LPCIK 2013556 | Sold the stated amount | EDGAR | |||
| CH-0307 Fund I, a series of Shelter Island Ventures, LPCIK 2015439 | Sold the stated amount | EDGAR | |||
| CO-0506 Fund I, a series of Shelter Island Ventures, LPCIK 2023220 | Sold the stated amount | EDGAR | |||
| FL-1031 Fund I, a series of Shelter Island Ventures, LPCIK 2097917 | Sold the stated amount | EDGAR |
Sold to date and investors
Unlock in the terminal (Investor)Questions about the Shelter Island Ventures funds
- How many Shelter Island Ventures funds are there?
- The SEC Form D record shows 11 vehicles in 4 numbered generations, the earliest filed Mar 27, 2023 and the latest filing on Aug 28, 2026. By generation: Fund IV (IO-1031 Fund IV, a series of Shelter Island Ventures, LP, first filed Apr 17, 2026); Fund III (IO-1205 Fund III, a series of Shelter Island Ventures, LP, first filed Mar 4, 2025); Fund II (3 vehicles, first filed Aug 4, 2023); Fund I (6 vehicles, first filed Mar 27, 2023).
- What is the latest Shelter Island Ventures fund?
- IO-1031 Fund IV, a series of Shelter Island Ventures, LP, which first filed a Form D on Apr 17, 2026. Its own page carries the filed terms, the people named on the form and every filing on EDGAR.
- Who is the adviser to the Shelter Island Ventures funds?
- Platform Advisor, LLC (ERA, CRD 167700), joined from Form ADV Schedule D, where an adviser lists each private fund it advises and the fund's Form D file number.
- How much have the Shelter Island Ventures funds raised?
- Each vehicle reports an amount sold and an investor count on its latest Form D or amendment, and those figures are on each vehicle's entity page. The totals by generation are in the AltStreet Terminal (Investor), where master and parallel sleeves that report one family-wide figure are counted once.
- How does AltStreet group these funds into a family?
- By name: the base name minus the fund number, sleeve letters, jurisdiction and legal form, read from each issuer's Form D (lib/edgar/fundFamilies.ts). 'Fund IV' is generation 4; a vehicle whose name carries no number is listed as unnumbered. It is a name-based grouping, not a statement of common control; the filings on each entity page show the related persons as filed.