AltStreet
Fund family · SEC Form D record

Socially Financed funds

Socially Financed has 48 vehicles on the SEC Form D record, in 4 numbered generations, filed from 2020 to 2025. The newest is Socially Financed, LP - A4, first filed Nov 15, 2021.

Vehicles
48
Numbered generations
4
First filing
2020
Latest filing
Sep 9, 2025

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

3 vehicles · first filed · latest filing

VehicleSleeveFirst filedLatest filingFiling recordSEC
Socially Financed, LP - A4CIK 1893824No amendment after 13 monthsEDGAR
Socially Financed, LP - B4CIK 1948534No amendment after 13 monthsEDGAR
DO Fund IV, a series of Socially Financed, LPCIK 1946933Sold the stated amountEDGAR

Sold to date and investors

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Fund III

4 vehicles · first filed · latest filing

VehicleSleeveFirst filedLatest filingFiling recordSEC
Socially Financed, LP - A3CIK 1873361No amendment after 13 monthsEDGAR
DO Fund III, a series of Socially Financed, LPCIK 1877687Sold the stated amountEDGAR
DA Fund III, a series of Socially Financed, LPCIK 1916821Sold the stated amountEDGAR
Socially Financed, LP - B3CIK 1934067No amendment after 13 monthsEDGAR

Sold to date and investors

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Fund II

9 vehicles · first filed · latest filing

VehicleSleeveFirst filedLatest filingFiling recordSEC
DO Fund II, a series of Socially Financed, LPCIK 1836954Sold the stated amountEDGAR
DA Fund II, a series of Socially Financed, LPCIK 1868160Sold the stated amountEDGAR
Socially Financed, LP - A2CIK 1862549No amendment after 13 monthsEDGAR
CA Fund II, a series of Socially Financed, LPCIK 1895846Sold the stated amountEDGAR
Socially Financed, LP - B2CIK 1920903No amendment after 13 monthsEDGAR
EJ Fund II, a series of Socially Financed, LPCIK 1937873Sold the stated amountEDGAR
HO Fund II, a series of Socially Financed, LPCIK 1951638Sold the stated amountEDGAR
Socially Financed, LP - C2CIK 1972255Sold the stated amountEDGAR
MO-0804 Fund II, a series of Socially Financed, LPCIK 2084106Sold the stated amountEDGAR

Sold to date and investors

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Fund I

32 vehicles · first filed · latest filing

VehicleSleeveFirst filedLatest filingFiling recordSEC
IN Fund I, a series of Socially Financed, LPCIK 1824840Sold the stated amountEDGAR
DO Fund I, a series of Socially Financed, LPCIK 1824954Sold the stated amountEDGAR
PA Fund I, a series of Socially Financed, LPCIK 1829693Sold the stated amountEDGAR
VE Fund I, a series of Socially Financed, LPCIK 1834559Sold the stated amountEDGAR
BE Fund I, a series of Socially Financed, LPCIK 1834701Sold the stated amountEDGAR
CA Fund I, a series of Socially Financed, LPCIK 1835241Sold the stated amountEDGAR
BL Fund I, a series of Socially Financed, LPCIK 1835278Sold the stated amountEDGAR
HA Fund I, a series of Socially Financed, LPCIK 1841299Sold the stated amountEDGAR
DA Fund I, a series of Socially Financed, LPCIK 1846645Sold the stated amountEDGAR
Socially Financed, LP - A1CIK 1849593No amendment after 13 monthsEDGAR
EQ Fund I, a series of Socially Financed, LPCIK 1850170Sold the stated amountEDGAR
MO Fund I, a series of Socially Financed, LPCIK 1851706Sold the stated amountEDGAR
TA Fund I, a series of Socially Financed, LPCIK 1858169Sold the stated amountEDGAR
VA Fund I, a series of Socially Financed, LPCIK 1863814Sold the stated amountEDGAR
RY Fund I, a series of Socially Financed, LPCIK 1873644Sold the stated amountEDGAR
ST Fund I, a series of Socially Financed, LPCIK 1873759Sold the stated amountEDGAR
EJ Fund I, a series of Socially Financed, LPCIK 1882276Sold the stated amountEDGAR
FR Fund I, a series of Socially Financed, LPCIK 1889047Sold the stated amountEDGAR
Socially Financed, LP - B1CIK 1899600No amendment after 13 monthsEDGAR
AL Fund I, a series of Socially Financed, LPCIK 1902846Sold the stated amountEDGAR
HO Fund I, a series of Socially Financed, LPCIK 1907424Sold the stated amountEDGAR
PL Fund I, a series of Socially Financed, LPCIK 1909482Sold the stated amountEDGAR
AR Fund I, a series of Socially Financed, LPCIK 1909508Sold the stated amountEDGAR
WA Fund I, a series of Socially Financed, LPCIK 1910756Sold the stated amountEDGAR
EM Fund I, a series of Socially Financed, LPCIK 1918512Sold the stated amountEDGAR
SU Fund I, a series of Socially Financed, LPCIK 1924999Sold the stated amountEDGAR
Socially Financed, LP - C1CIK 1960943No amendment after 13 monthsEDGAR
BA-0912 Fund I, a series of Socially Financed, LPCIK 1994283Sold the stated amountEDGAR
VO-0130 Fund I, a series of Socially Financed, LPCIK 2012413Sold the stated amountEDGAR
HA-0405 Fund I, a series of Socially Financed, LPCIK 2018993Sold the stated amountEDGAR
MO-1202 Fund I, a series of Socially Financed, LPCIK 2047178Sold the stated amountEDGAR
HI-0808 Fund I, a series of Socially Financed, LPCIK 2084639Sold the stated amountEDGAR

Sold to date and investors

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Questions about the Socially Financed funds

How many Socially Financed funds are there?
The SEC Form D record shows 48 vehicles in 4 numbered generations, the earliest filed Sep 15, 2020 and the latest filing on Sep 9, 2025. By generation: Fund IV (3 vehicles, first filed Nov 15, 2021); Fund III (4 vehicles, first filed Jul 20, 2021); Fund II (9 vehicles, first filed Dec 17, 2020); Fund I (32 vehicles, first filed Sep 15, 2020).
What is the latest Socially Financed fund?
Socially Financed, LP - A4, which first filed a Form D on Nov 15, 2021. Its own page carries the filed terms, the people named on the form and every filing on EDGAR.
Who is the adviser to the Socially Financed funds?
AltStreet has not joined a Form ADV adviser to this family's Form D filings. The adviser, if any, appears in each fund's offering documents, which a Form D does not include.
How much have the Socially Financed 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.