DFX Intelligence

Venture Capital Intelligence

Firms, funds, partners, companies and rounds from sworn filings, firm sites and announcements, kept as a graph with a date and a source on every edge. Facts, inferences and estimates are labelled as such. A fund target is never a close, GAV is never dry powder, and a round size is never an investor’s check.

Funds / Vortus Investments, LP

Vortus Investments, LP

HarvestUnknownFundother manager vehicleADV: Private Equity FundVortus Investment Advisors, LLCDelaware

Amounts, each with its basis

Vintage: 2014basis: form d first sale
Target: unknownnot announced
First close: unknownnever inferred from a Form D
Final close: unknownonly from an announcement or an LP disclosure
Announced size: unknown
Form D offering: indefinitewhat may be sold, not what was raised; file 021-194945, sworn by the adviser or filed under this vehicle
Form D sold: $213Mas of the filing of Oct 28, 2015, 50 investors
First sale: May 19, 2014
Reported GAV: $56.4Mon the Form ADV filed Mar 27, 2024; the fund's assets, never its size or dry powder
Owners (ADV): 70
Reported on ADV: Jul 25, 2014 to Mar 27, 2024

Fundraising evidence

Unknown

latest Form D 2015-10-28, older than 15 months (fr-1)

evidence dated Oct 28, 2015. A Form D offering is permission to sell, not a fund in market; an amount sold is never a close; an evergreen offering amended every year is not a raise.

Lifecycle

Harvest

vintage over 7 years, still reported

age years: 12first sale: 2014-05-19vintage year: $2,014adv gav as of: 2024-03-27vintage basis: form_d_first_saleform d sold usd: $213Mform d offering usd: n/aform d latest filed at: 2015-10-28

The fund's own reporting through time

19 Form ADV filings

Filed	Type	Gross asset value	Owners	Min. investment	Adviser-owned	Audit
Jul 25, 2014	Private Equity Fund	$83.9M	29	$50,000	9%	yes
Aug 14, 2014	Private Equity Fund	$83.9M	29	$50,000	9%	yes
Aug 18, 2014	Private Equity Fund	$83.9M	29	$50,000	9%	yes
Mar 30, 2015	Private Equity Fund	$57.9M	39	$50,000	7%	yes
May 7, 2015	Private Equity Fund	$57.9M	39	$50,000	7%	yes
Jun 29, 2015	Private Equity Fund	$57.9M	39	$50,000	7%	yes
Mar 30, 2016	Private Equity Fund	$96.5M	67	$50,000	3%	yes
May 27, 2016	Private Equity Fund	$279M	67	$50,000	3%	yes
May 27, 2016	Private Equity Fund	$279M	67	$50,000	3%	yes
Mar 30, 2017	Private Equity Fund	$310M	70	$50,000	3%	yes
May 25, 2017	Private Equity Fund	$310M	70	$50,000	3%	yes
Mar 30, 2018	Private Equity Fund	$308M	70	$25,000	3%	yes
Mar 31, 2019	Private Equity Fund	$196M	70	$25,000	3%	yes
Mar 30, 2020	Private Equity Fund	$127M	70	$25,000	3%	yes
Mar 31, 2021	Private Equity Fund	$127M	70	$25,000	3%	yes
Jun 8, 2021	Private Equity Fund	$127M	70	$25,000	3%	yes
Mar 31, 2022	Private Equity Fund	$99.5M	70	$25,000	3%	yes
Mar 31, 2023	Private Equity Fund	$103M	70	$25,000	3%	yes
Mar 27, 2024	Private Equity Fund	$56.4M	70	$25,000	3%	yes

Principals and agents

6 principals on Form D, 1 placement agents

Brian C. Crumley Director
Jeffrey W. Miller Director
Brian C. Crumley Promoter
LP C Vifw GP, Promoter
LLC C Vortus Investment Holdings, Promoter
Jeffrey W. Miller Promoter
FocusPoint Private Capital Group placement agent

Limited partners and their reported performance

0 public LP reports

No public LP has reported this vehicle. The LP tape is read from public pension disclosures (see Limited partners); a fund appears here only when an LP’s report names it.

Investments attributed to this vehicle

No investment attributed to this vehicle. The firm’s investments sit on the firm; a fund gets one only when a source names the vehicle.

Timeline

6 events

Oct 28, 2015
Vortus Investments, LP filed Form D/A: $213,224,999 sold (indefinite offering), Private Equity Fund
Form D filed Fact SEC EDGAR Form D data sets (quarterly)
Oct 31, 2014
Vortus Investments, LP filed Form D/A: $119,724,999 sold (indefinite offering), Private Equity Fund
Form D filed Fact SEC EDGAR Form D data sets (quarterly)
Aug 20, 2014
Vortus Investments, LP filed Form D/A: $83,375,000 sold (indefinite offering), Private Equity Fund
Form D filed Fact SEC EDGAR Form D data sets (quarterly)
Jul 25, 2014
Vortus Investments, LP first reported on Form ADV by Vortus Investment Advisors, LLC (Private Equity Fund), GAV $83,875,000
Fund first reported on Form ADV Fact SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
May 30, 2014
Vortus Investments, LP filed Form D/A: $83,375,000 sold (indefinite offering), Private Equity Fund
Form D filed Fact SEC EDGAR Form D data sets (quarterly)
Apr 12, 2013
Vortus Investments, LP filed Form D: $5,000,000 sold (indefinite offering), Private Equity Fund
Form D filed Fact SEC EDGAR Form D data sets (quarterly)

Evidence

80 observations

Every observation on this vehicle

Entity type: Limited Partnership Oct 28, 2015 Fact SEC EDGAR Form D data sets (quarterly)
Entity type: Limited Partnership Oct 31, 2014 Fact SEC EDGAR Form D data sets (quarterly)
Entity type: Limited Partnership Aug 20, 2014 Fact SEC EDGAR Form D data sets (quarterly)
Entity type: Limited Partnership May 30, 2014 Fact SEC EDGAR Form D data sets (quarterly)
Entity type: Limited Partnership Apr 12, 2013 Fact SEC EDGAR Form D data sets (quarterly)
Form D fund type: Private Equity Fund Oct 28, 2015 Fact SEC EDGAR Form D data sets (quarterly)
Form D fund type: Private Equity Fund Oct 31, 2014 Fact SEC EDGAR Form D data sets (quarterly)
Form D fund type: Private Equity Fund Aug 20, 2014 Fact SEC EDGAR Form D data sets (quarterly)
Form D fund type: Private Equity Fund May 30, 2014 Fact SEC EDGAR Form D data sets (quarterly)
Form D fund type: Private Equity Fund Apr 12, 2013 Fact SEC EDGAR Form D data sets (quarterly)
Form D industry group: Pooled Investment Fund Oct 28, 2015 Fact SEC EDGAR Form D data sets (quarterly)
Form D industry group: Pooled Investment Fund Oct 31, 2014 Fact SEC EDGAR Form D data sets (quarterly)
Form D industry group: Pooled Investment Fund Aug 20, 2014 Fact SEC EDGAR Form D data sets (quarterly)
Form D industry group: Pooled Investment Fund May 30, 2014 Fact SEC EDGAR Form D data sets (quarterly)
Form D industry group: Pooled Investment Fund Apr 12, 2013 Fact SEC EDGAR Form D data sets (quarterly)
Amendment: true Oct 28, 2015 Fact SEC EDGAR Form D data sets (quarterly)
Amendment: true Oct 31, 2014 Fact SEC EDGAR Form D data sets (quarterly)
Amendment: true Aug 20, 2014 Fact SEC EDGAR Form D data sets (quarterly)
Amendment: true May 30, 2014 Fact SEC EDGAR Form D data sets (quarterly)
Amendment: false Apr 12, 2013 Fact SEC EDGAR Form D data sets (quarterly)
Revenue range (Form D): Decline to Disclose Oct 28, 2015 Fact SEC EDGAR Form D data sets (quarterly)
Revenue range (Form D): Decline to Disclose Oct 31, 2014 Fact SEC EDGAR Form D data sets (quarterly)
Revenue range (Form D): Decline to Disclose Aug 20, 2014 Fact SEC EDGAR Form D data sets (quarterly)
Revenue range (Form D): Decline to Disclose May 30, 2014 Fact SEC EDGAR Form D data sets (quarterly)
Revenue range (Form D): Decline to Disclose Apr 12, 2013 Fact SEC EDGAR Form D data sets (quarterly)
Incorporated: withinFiveYears Oct 28, 2015 Fact SEC EDGAR Form D data sets (quarterly)
Incorporated: withinFiveYears Oct 31, 2014 Fact SEC EDGAR Form D data sets (quarterly)
Incorporated: withinFiveYears Aug 20, 2014 Fact SEC EDGAR Form D data sets (quarterly)
Incorporated: withinFiveYears May 30, 2014 Fact SEC EDGAR Form D data sets (quarterly)
Incorporated: withinFiveYears Apr 12, 2013 Fact SEC EDGAR Form D data sets (quarterly)
Jurisdiction: DELAWARE Oct 28, 2015 Fact SEC EDGAR Form D data sets (quarterly)
Jurisdiction: DELAWARE Oct 31, 2014 Fact SEC EDGAR Form D data sets (quarterly)
Jurisdiction: DELAWARE Aug 20, 2014 Fact SEC EDGAR Form D data sets (quarterly)
Jurisdiction: DELAWARE May 30, 2014 Fact SEC EDGAR Form D data sets (quarterly)
Jurisdiction: DELAWARE Apr 12, 2013 Fact SEC EDGAR Form D data sets (quarterly)
Amount sold (Form D): $213M Oct 28, 2015 Fact SEC EDGAR Form D data sets (quarterly)
Amount sold (Form D): $120M Oct 31, 2014 Fact SEC EDGAR Form D data sets (quarterly)
Amount sold (Form D): $83.4M Aug 20, 2014 Fact SEC EDGAR Form D data sets (quarterly)
Amount sold (Form D): $83.4M May 30, 2014 Fact SEC EDGAR Form D data sets (quarterly)
Amount sold (Form D): $5.0M Apr 12, 2013 Fact SEC EDGAR Form D data sets (quarterly)
Exemptions: 06b, 3C, 3C.7 Oct 28, 2015 Fact SEC EDGAR Form D data sets (quarterly)
Exemptions: 06b, 3C, 3C.7 Oct 31, 2014 Fact SEC EDGAR Form D data sets (quarterly)
Exemptions: 06b, 3C, 3C.7 Aug 20, 2014 Fact SEC EDGAR Form D data sets (quarterly)
Exemptions: 06b, 3C, 3C.7 May 30, 2014 Fact SEC EDGAR Form D data sets (quarterly)
Exemptions: 06, 3C, 3C.1 Apr 12, 2013 Fact SEC EDGAR Form D data sets (quarterly)
First sale: 2014-05-19 Oct 28, 2015 Fact SEC EDGAR Form D data sets (quarterly)
First sale: 2014-05-19 Oct 31, 2014 Fact SEC EDGAR Form D data sets (quarterly)
First sale: 2014-05-19 Aug 20, 2014 Fact SEC EDGAR Form D data sets (quarterly)
First sale: 2014-05-19 May 30, 2014 Fact SEC EDGAR Form D data sets (quarterly)
First sale: 2013-04-01 Apr 12, 2013 Fact SEC EDGAR Form D data sets (quarterly)
Indefinite offering: true Oct 28, 2015 Fact SEC EDGAR Form D data sets (quarterly)
Indefinite offering: true Oct 31, 2014 Fact SEC EDGAR Form D data sets (quarterly)
Indefinite offering: true Aug 20, 2014 Fact SEC EDGAR Form D data sets (quarterly)
Indefinite offering: true May 30, 2014 Fact SEC EDGAR Form D data sets (quarterly)
Indefinite offering: true Apr 12, 2013 Fact SEC EDGAR Form D data sets (quarterly)
Investors (Form D): 50 Oct 28, 2015 Fact SEC EDGAR Form D data sets (quarterly)
Investors (Form D): 38 Oct 31, 2014 Fact SEC EDGAR Form D data sets (quarterly)
Investors (Form D): 28 Aug 20, 2014 Fact SEC EDGAR Form D data sets (quarterly)
Investors (Form D): 28 May 30, 2014 Fact SEC EDGAR Form D data sets (quarterly)
Investors (Form D): 1 Apr 12, 2013 Fact SEC EDGAR Form D data sets (quarterly)
Minimum investment (Form D): 50,000 Oct 28, 2015 Fact SEC EDGAR Form D data sets (quarterly)
Minimum investment (Form D): 50,000 Oct 31, 2014 Fact SEC EDGAR Form D data sets (quarterly)
Minimum investment (Form D): 50,000 Aug 20, 2014 Fact SEC EDGAR Form D data sets (quarterly)
Minimum investment (Form D): 50,000 May 30, 2014 Fact SEC EDGAR Form D data sets (quarterly)
Minimum investment (Form D): 5,000,000 Apr 12, 2013 Fact SEC EDGAR Form D data sets (quarterly)
Securities offered: pooled Oct 28, 2015 Fact SEC EDGAR Form D data sets (quarterly)
Securities offered: pooled Oct 31, 2014 Fact SEC EDGAR Form D data sets (quarterly)
Securities offered: pooled Aug 20, 2014 Fact SEC EDGAR Form D data sets (quarterly)
Securities offered: pooled May 30, 2014 Fact SEC EDGAR Form D data sets (quarterly)
Securities offered: pooled Apr 12, 2013 Fact SEC EDGAR Form D data sets (quarterly)
Office address: 407 Throckmorton St., SUITE 560, FORT WORTH, TX, 76102 Oct 28, 2015 Fact SEC EDGAR Form D data sets (quarterly)
Office address: 407 Throckmorton St., SUITE 560, Fort Worth, TX, 76102 Oct 31, 2014 Fact SEC EDGAR Form D data sets (quarterly)
Office address: 550 BAILEY AVENUE, SUITE 260, FORT WORTH, TX, 76107 Aug 20, 2014 Fact SEC EDGAR Form D data sets (quarterly)
Office address: 550 BAILEY AVENUE, SUITE 260, FORT WORTH, TX, 76107 May 30, 2014 Fact SEC EDGAR Form D data sets (quarterly)
Office address: 550 BAILEY AVENUE, SUITE 260, FORT WORTH, TX, 76107 Apr 12, 2013 Fact SEC EDGAR Form D data sets (quarterly)
Year of incorporation: 2012 Oct 28, 2015 Fact SEC EDGAR Form D data sets (quarterly)
Year of incorporation: 2012 Oct 31, 2014 Fact SEC EDGAR Form D data sets (quarterly)
Year of incorporation: 2012 Aug 20, 2014 Fact SEC EDGAR Form D data sets (quarterly)
Year of incorporation: 2012 May 30, 2014 Fact SEC EDGAR Form D data sets (quarterly)
Year of incorporation: 2012 Apr 12, 2013 Fact SEC EDGAR Form D data sets (quarterly)