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| Happy Holidays!! thanks for using AUM13F!! |
| Energize Capital LLC
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| CRD # | 289047 |
| SEC # | 801-129111 |
| CIK # | |
| AUM | $1.6 B (2025-06-18) |
| Employees | 25 (48% Investors, 0% Brokers) |
| Phone | 312-724-7742 |
| Address | One South Wacker Drive Chicago, IL 60606 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| VC | EV MTA SPV LLC | [2025-03-31] | 5.6 | 5.6 |
| VC | EV MTA ZKB SPV LP | [2025-03-31] | 5.3 | 5.2 |
| VC | Energize Growth St III LLC | 2024-03-28 | 152.2 | |
| VC | Energize Ventures Fund III LP | [2024-03-28] | 311.8 | 307.9 |
| VC | Energize Growth PV LLC | 2023-10-26 | 31.7 | |
| VC | Energize Growth Fund II LP | [2023-03-29] | 0.0 | 113.2 |
| VC | EV PCH SPV LLC | 2023-03-29 | 20.0 | |
| VC | EV Sitetracker II SPV LLC | [2023-03-29] | 0.0 | 43.4 |
| VC | EV Aurora II SPV LLC | [2022-03-31] | 31.4 | 43.4 |
| VC | EV FR SPV LLC | 2022-03-31 | 1.8 | |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 22 | 1,646.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 22 | 1,646.0 |
| By Discretionary | ||
| Discretionary | 22 | 1,646.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 22 | 1,646.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,646.0 | |
| Total | 22 | 1,646.0 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 | |
|---|---|---|---|---|
| James Murphy | 62 | |||
| Amy Francetic | 21 | |||
| John Tough | 33 | |||
| Juan Muldoon | 23 | |||
| Michael Polsky | 22 | |||
| Katie McClain | 17 | |||
| Tyler Lancaster | 9 | |||
| Invenergy LLC | 6 | |||
| Jim Shield | 6 | |||
| Mike Blazer | 6 | |||
| View All | ||||
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Advisors Preferred LLC
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|
MD | 1.7 |
|
CAVU Consumer Partners LLC
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|
NY | 1.7 |
|
Caius Capital US LP
✚
|
NY | 1.7 |
|
Emerald Mutual Fund Advisers Trust
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|
PA | 1.7 |
|
Applied Finance Advisors LLC
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|
TX | 1.7 |
|
Sanford C Bernstein & Co LLC
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|
TN | 1.6 |
|
North Wall Capital LLP
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|
1.6 | |
|
Phoenix Merchant Partners LP
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|
NY | 1.6 |
|
ESP Investment Advisors LLC
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|
TX | 1.6 |
|
USA Financial Exchange LLC
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|
MI | 1.6 |