Fund family · SEC Form D record

Sofi Newby Joint Venture funds

Sofi Newby Joint Venture has 5 vehicles on the SEC Form D record, in 4 numbered generations, filed from 2023 to 2025. The newest is Sofi Newby VI Joint Venture, first filed Apr 21, 2025.

Vehicles
5
Numbered generations
4
First filing
2023
Latest filing
Apr 21, 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 VI

1 vehicle · first filed

VehicleSleeveFirst filedLatest filingFiling recordSEC
Sofi Newby VI Joint VentureCIK 2064804First sale yet to occurEDGAR

Sold to date and investors

Unlock in the terminal (Investor)

Fund IV

1 vehicle · first filed

VehicleSleeveFirst filedLatest filingFiling recordSEC
Sofi Newby IV Joint VentureCIK 2050836First sale yet to occurEDGAR

Sold to date and investors

Unlock in the terminal (Investor)

Fund III

1 vehicle · first filed

VehicleSleeveFirst filedLatest filingFiling recordSEC
Sofi Newby III Joint VentureCIK 1989844No amendment after 13 monthsEDGAR

Sold to date and investors

Unlock in the terminal (Investor)

Fund II

1 vehicle · first filed

VehicleSleeveFirst filedLatest filingFiling recordSEC
Sofi Newby II Joint VentureCIK 1986350No amendment after 13 monthsEDGAR

Sold to date and investors

Unlock in the terminal (Investor)

Unnumbered

1 vehicle · first filed

VehicleSleeveFirst filedLatest filingFiling recordSEC
Sofi Newby Joint VentureCIK 1963015First sale yet to occurEDGAR

Sold to date and investors

Unlock in the terminal (Investor)

Questions about the Sofi Newby Joint Venture funds

How many Sofi Newby Joint Venture funds are there?
The SEC Form D record shows 5 vehicles in 4 numbered generations, the earliest filed Jan 20, 2023 and the latest filing on Apr 21, 2025. By generation: Fund VI (Sofi Newby VI Joint Venture, first filed Apr 21, 2025); Fund IV (Sofi Newby IV Joint Venture, first filed Jan 6, 2025); Fund III (Sofi Newby III Joint Venture, first filed Aug 14, 2023); Fund II (Sofi Newby II Joint Venture, first filed Jul 20, 2023).
What is the latest Sofi Newby Joint Venture fund?
Sofi Newby VI Joint Venture, which first filed a Form D on Apr 21, 2025. Its own page carries the filed terms, the people named on the form and every filing on EDGAR.
Who is the adviser to the Sofi Newby Joint Venture 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 Sofi Newby Joint Venture 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.