Energize Capital Llc
SEC-registered
Private Fund Manager · Mid-sized ($1B–$10B)
CRD 289047
· SEC file 801-129111
· Chicago, IL
· www.energizecap.com
☆ Save with Pro
ADV data as of Mar 31, 2026
- Regulatory AUM
- $1.7B
- Discretionary
- $1.7B
- Clients
- 26
- Avg AUM / client
- $64.1M
- Accounts
- 26
- Employees
- 26
AUM over time
$1.2B
$1.7B
Oct 26, 2023
Mar 31, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 26 | $1.7B | 100.0% |
Private funds (20)
View all →Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $1.4B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Energize Ventures Fund Lp | Venture Capital Fund | Delaware | $475M | 52 |
| Energize Ventures Fund Ii Lp | Venture Capital Fund | Delaware | $348M | 87 |
| Ev Aurora Spv Llc | Venture Capital Fund | Delaware | $140M | 11 |
| Energize Growth St Iii Llc | Venture Capital Fund | Delaware | $120M | 15 |
| Energize Growth Fund Ii Lp | Venture Capital Fund | Delaware | $103M | 24 |
| Energize Ventures Fund Iii Lp | Venture Capital Fund | Delaware | $56.0M | 9 |
| Ev Sitetracker Ii Spv Llc | Venture Capital Fund | Delaware | $33.7M | 4 |
| Ev Aurora Ii Spv Llc | Venture Capital Fund | Delaware | $31.4M | 16 |
| Energize Growth Pv Llc | Venture Capital Fund | Delaware | $25.5M | 11 |
| Energize Growth Fund I Lp | Venture Capital Fund | Delaware | $24.8M | 23 |
| Ev Pch Spv Llc | Venture Capital Fund | Delaware | $20.1M | 15 |
| Ev Urb Spv Llc | Venture Capital Fund | Delaware | $15.5M | 18 |
| Ev Smrt Spv Llc | Venture Capital Fund | Delaware | $5.7M | 22 |
| Iff Drone Spv Llc | Venture Capital Fund | Delaware | $4.3M | 8 |
| Ev St Spv Llc | Venture Capital Fund | Delaware | $3.2M | 6 |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Polsky, Michael, Peter | President | Jan 2004 (23y) | ≈ 23.73% – 100% via The Michael P. Polsky Trust | |
| Mc Clain, Kathryn, Lyn Tenzer | Vice President, Chief Operating Officer, And Chief Compliance Officer | Aug 2022 (4y) | Less than 5% | |
| Murphy, James, Terence | Executive Vice President | Aug 2022 (4y) | Less than 5% | |
| Tough, John, Joseph | Executive Vice President & Managing Partner | Aug 2022 (4y) | Less than 5% | |
| Juan Muldoon Landa | Registered representative | Dec 2023 (3y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Invenergy Investment Holdings Llc | Sole Member | Jan 2017 | A | 75% or more |
| Polsky Energy Investments Llc | Sole Owner | Feb 2003 | B | ≈ 56.25% – 100% via Invenergy Investment Holdings Llc |
| Polsky Energy Holdings Llc | Sole Owner | Feb 2003 | B | ≈ 42.19% – 100% via Polsky Energy Investments Llc |
| The Michael P. Polsky Trust | Owner | Feb 2007 | B | ≈ 31.64% – 100% via Polsky Energy Holdings Llc |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Polsky, Michael, Peter: 75% – 100% of The Michael P. Polsky Trust × 75% – 100% of Polsky Energy Holdings Llc × 75% – 100% of Polsky Energy Investments Llc × 75% – 100% of Invenergy Investment Holdings Llc × 75% – 100% direct ≈ 23.73% – 100% of the firm
- Polsky Energy Investments Llc: 75% – 100% of Invenergy Investment Holdings Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
- Polsky Energy Holdings Llc: 75% – 100% of Polsky Energy Investments Llc × 75% – 100% of Invenergy Investment Holdings Llc × 75% – 100% direct ≈ 42.19% – 100% of the firm
- The Michael P. Polsky Trust: 75% – 100% of Polsky Energy Holdings Llc × 75% – 100% of Polsky Energy Investments Llc × 75% – 100% of Invenergy Investment Holdings Llc × 75% – 100% direct ≈ 31.64% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (20, $1.4B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Energize Ventures Fund Lp | Venture Capital Fund | $475M | $250K | 52 |
| Energize Ventures Fund Ii Lp | Venture Capital Fund | $348M | $250K | 87 |
| Ev Aurora Spv Llc | Venture Capital Fund | $140M | $0 | 11 |
| Energize Growth St Iii Llc | Venture Capital Fund | $120M | $0 | 15 |
| Energize Growth Fund Ii Lp | Venture Capital Fund | $103M | $250K | 24 |
| Energize Ventures Fund Iii Lp | Venture Capital Fund | $56.0M | $250K | 9 |
| Ev Sitetracker Ii Spv Llc | Venture Capital Fund | $33.7M | $0 | 4 |
| Ev Aurora Ii Spv Llc | Venture Capital Fund | $31.4M | $0 | 16 |
| Energize Growth Pv Llc | Venture Capital Fund | $25.5M | $0 | 11 |
| Energize Growth Fund I Lp | Venture Capital Fund | $24.8M | $100K | 23 |
| Ev Pch Spv Llc | Venture Capital Fund | $20.1M | $0 | 15 |
| Ev Urb Spv Llc | Venture Capital Fund | $15.5M | $0 | 18 |
| Ev Smrt Spv Llc | Venture Capital Fund | $5.7M | $0 | 22 |
| Iff Drone Spv Llc | Venture Capital Fund | $4.3M | $0 | 8 |
| Ev St Spv Llc | Venture Capital Fund | $3.2M | $0 | 6 |
| Ev Tw Spv Llc | Venture Capital Fund | $2.4M | $0 | 8 |
| Iff Noz Spv Llc | Venture Capital Fund | $2.2M | $0 | 3 |
| Ev Fs Spv Llc | Venture Capital Fund | $1.7M | $0 | 13 |
| Ev Mat Spv Llc | Venture Capital Fund | $1.4M | $0 | 4 |
| Iff Spark Spv Llc | Venture Capital Fund | $949K | $0 | 3 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 5.96 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗