SEC Filing Record

Offering Amount

$5.0M

Strategy

PE

Exemption

06b

Date Filed

May 21, 2026

0001013594-26-000619

View on SEC EDGAR →

37A Read

The fund names five GPs out of eight total and uses a 06b exemption, signaling a tightly controlled vehicle built on existing LP relationships rather than a broad institutional roadshow; the absence of parallel vehicles or feeder structures indicates this is a single-vintage fund rather than part of a series architecture.

This is the manager's first EDGAR filing, making this fund the public debut of a newly-formed or previously-unregistered energy investment entity; the five named GPs suggest either a partnership spin-out from a larger organization or a founder-led vehicle where decision-making authority is distributed across multiple principals rather than concentrated.

A May 2026 filing in sustainable energy aligns with downstream LP capital redeployment cycles and refinement of ESG mandates post-2025, when energy transition policy clarity and inflation-adjusted project economics became investable again after two years of rate-driven cap stack compression.

Before committing, verify whether any of the five named GPs have non-compete or key-person carve-outs from prior employers that would restrict sourcing or deal execution, and confirm the actual LP commitment base behind the $5M target—a pre-existing-relationships-only exemption with no prior track record requires transparency on anchor investor identity to assess concentration risk.

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Principals

General Partners & Executives

Gregory Shlionsky Julie Morrone James Lister Baruch Halberstam Joshua Herlands

Rosemawr Sustainable Energy Program I LP