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CRD 289047
CHICAGO, IL
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| JUAN MULDOON-LANDA | n/a | IRVING, TX | 2 | 16 | n/a | no |
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| ENERGIZE VENTURES FUND LP | Venture Capital Fund | $475M | Mar 28, 2024 | 52 | Jul 28, 2017 | reported | 021-287708 |
| ENERGIZE VENTURES FUND II LP | Venture Capital Fund | $348M | Mar 28, 2024 | 87 | Mar 30, 2021 | reported | 021-381213 |
| EV AURORA SPV LLC | Venture Capital Fund | $140M | Mar 28, 2024 | 11 | Mar 23, 2020 | reported | n/a |
| ENERGIZE GROWTH ST III LLC | Venture Capital Fund | $120M | Mar 28, 2024 | 15 | Mar 28, 2024 | reported | n/a |
| ENERGIZE GROWTH FUND II LP | Venture Capital Fund | $103M | Mar 28, 2024 | 24 | Mar 29, 2023 | reported | 021-427656 |
| ENERGIZE VENTURES FUND III LP | Venture Capital Fund | $56.0M | Mar 28, 2024 | 9 | Mar 28, 2024 | reported | 021-499915 |
| EV SITETRACKER II SPV LLC | Venture Capital Fund | $33.7M | Mar 28, 2024 | 4 | Mar 29, 2023 | reported | 021-450970 |
| EV AURORA II SPV LLC | Venture Capital Fund | $31.4M | Mar 28, 2024 | 16 | Mar 31, 2022 | reported | 021-435086 |
| ENERGIZE GROWTH PV LLC | Venture Capital Fund | $25.5M | Mar 28, 2024 | 11 | Oct 26, 2023 | reported | n/a |
| ENERGIZE GROWTH FUND I LP | Venture Capital Fund | $24.8M | Mar 28, 2024 | 23 | Mar 30, 2021 | reported | 021-387294 |
| EV PCH SPV LLC | Venture Capital Fund | $20.1M | Mar 28, 2024 | 15 | Mar 29, 2023 | reported | n/a |
| EV URB SPV LLC | Venture Capital Fund | $15.5M | Mar 28, 2024 | 18 | Mar 31, 2022 | reported | 021-408422 |
| EV SMRT SPV LLC | Venture Capital Fund | $5.7M | Mar 28, 2024 | 22 | Mar 31, 2022 | reported | 021-419379 |
| IFF DRONE SPV LLC | Venture Capital Fund | $4.3M | Mar 28, 2024 | 8 | Aug 31, 2018 | reported | 021-388516 |
| EV ST SPV LLC | Venture Capital Fund | $3.2M | Mar 28, 2024 | 6 | Mar 30, 2021 | reported | 021-387150 |
| EV TW SPV LLC | Venture Capital Fund | $2.4M | Mar 28, 2024 | 8 | Mar 31, 2022 | reported | 021-399840 |
| IFF NOZ SPV LLC | Venture Capital Fund | $2.2M | Mar 28, 2024 | 3 | Mar 23, 2018 | reported | 021-300502 |
| EV FR SPV LLC | Venture Capital Fund | $1.8M | Sep 21, 2022 | 10 | Mar 31, 2022 | dropped | n/a |
| EV FS SPV LLC | Venture Capital Fund | $1.7M | Mar 28, 2024 | 13 | Mar 31, 2022 | reported | 021-409382 |
| EV MAT SPV LLC | Venture Capital Fund | $1.4M | Mar 28, 2024 | 4 | Mar 30, 2021 | reported | n/a |
| EV VOLTA SPV LLC | Venture Capital Fund | $1.2M | Mar 29, 2023 | 8 | Mar 23, 2020 | reported | 021-347107 |
| IFF SPARK SPV LLC | Venture Capital Fund | $949,288 | Mar 28, 2024 | 3 | Mar 23, 2018 | reported | 021-295211 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| INVENERGY INVESTMENT HOLDINGS LLC | SOLE MEMBER | E | yes | 01/2017 | Oct 26, 2023 | Mar 28, 2024 |
| McClain, Kathryn, Lyn Tenzer | VICE PRESIDENT, CHIEF OPERATING OFFICER, AND CHIEF COMPLIANCE OFFICER | Na | yes | 08/2022 | Oct 26, 2023 | Mar 28, 2024 |
| Murphy, James, Terence | EXECUTIVE VICE PRESIDENT | Na | yes | 08/2022 | Oct 26, 2023 | Mar 28, 2024 |
| POLSKY ENERGY HOLDINGS LLC | SOLE OWNER | E | yes | 02/2003 | Oct 26, 2023 | Mar 28, 2024 |
| POLSKY ENERGY INVESTMENTS LLC | SOLE OWNER | E | yes | 02/2003 | Oct 26, 2023 | Mar 28, 2024 |
| Polsky, Michael, Peter | President | Na | yes | 01/2017 | Oct 26, 2023 | Mar 28, 2024 |
| Polsky, Michael, Peter | Owner | E | yes | 01/2004 | Oct 26, 2023 | Mar 28, 2024 |
| THE MICHAEL P. POLSKY TRUST | Owner | E | yes | 02/2007 | Oct 26, 2023 | Mar 28, 2024 |
| TOUGH, JOHN, JOSEPH | EXECUTIVE VICE PRESIDENT & MANAGING PARTNER | Na | yes | 08/2022 | Oct 26, 2023 | Mar 28, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| ENERGIZE GROWTH I GP LLC | n/a | n/a | n/a | N | yes | n/a |
| ENERGIZE GROWTH II GP LLC | n/a | n/a | n/a | N | yes | n/a |
| ENERGIZE VENTURES GP LLC | n/a | n/a | n/a | N | yes | n/a |
| ENERGIZE VENTURES II GP LLC | n/a | n/a | n/a | N | yes | n/a |
| ENERGIZE VENTURES III GP LLC | n/a | n/a | n/a | N | yes | n/a |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| Boston | Ma | United States | 1 | no |
| Irving | TX | United States | 1 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 31, 2026 | $1.7B | $1.7B | 26 | 13 | 2 | 26 | n/a |
| 2024 | Mar 31, 2025 | $1.6B | $1.6B | 25 | 12 | 2 | 22 | n/a |
| 2023 | Mar 28, 2024 | $1.4B | $1.4B | 18 | 11 | 2 | 20 | $1.4B |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0.0% | 0 | 0 | 0 | 0 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $1.7B | $1.6B | 1.2% | n/a | n/a | 26 | 25 | 2 | 2 |