Step Ahead Capital LLC

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Assets, Funds, Holdings

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Step Ahead Capital LLC
CRD #315229
SEC #802-136571
CIK #
AUM
Employees
Phone408-891-7991
Address111 Pier Avenue
Hermosa Beach, CA 90254
Source [IAPD] [Website] [LinkedIn]
Total AUM ($)
1.00.80.60.40.20.02010201520212027
Type Form D Funds Date Sold AUM
PE Tara Opportunities LLC [2026-05-24] 0.2 M
Filed 2024-11-27 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Minimum $200,000 · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
VC Late Spring Ventures LLC [2022-03-31] 6.6 M 17.6 M
Offered $6,612,286 · Filed 2022-01-07 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $25,000 · Duration One year or less · Revenue Decline to Disclose
PE Third Door LLC [2022-03-31] 2.1 M 2.0 M
Offered $2,117,310 · Filed 2021-12-14 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $25,000 · Duration One year or less · Commission $3,500 · Revenue Decline to Disclose
VC Birch Ventures LLC [2021-08-23] 3.1 M 3.4 M
Offered $3,137,102 · Filed 2021-08-24 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $16,000 · Duration One year or less · Commission $17,500 · Revenue Decline to Disclose
PE First Jade Investments LLC [2021-08-23] 6.4 M 6.9 M
Offered $6,422,569 · Filed 2021-09-03 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $20,000 · Duration One year or less · Revenue Decline to Disclose
AUM Breakdown Accounts AUM ($)
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 0 0.0
(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 0 0.0
By Discretionary
Discretionary 0 0.0
Non-Discretionary 0 0.0
Total 0 0.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 0.0
Total 0 0.0
Form D Directors Role # Filings # Firms 2011 - 2026
Rostislav Shorgin Executive Officer, Promoter 20 5
Julian Zegelman Promoter 15 4
Club Ventures GP Executive Officer 2 2
Step Ahead Capital Executive Officer 3 1
Step Ahead Capital LLC Executive Officer 1 1
Firm Profile (Form ADV)
Fund TypesPrivate Equity
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