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Firms / C•••• P•••••••• L••

C•••• P•••••••• L••

Private equity with venture activity · probableSouth Bend, INc•••••••••.comSEC registered investment adviser

registered adviser; venture funds are 0% of 3 private funds

Importance
17
moderate
Active deployment
19
moderate
Emerging
0
low
Completeness
69
high
Freshness
98
high
Research priority
8
low
Identity and regulatory footprint
Headquarters
South Bend, INadviserinfo.sec.gov
Office address
••• Lockedadviserinfo.sec.gov
Business phone
••• Lockedadviserinfo.sec.gov
Website
c•••••••••.com
SEC adviser type
registered investment adviseradviserinfo.sec.gov
SEC exemption claimed
unknown
Latest Form ADV
May 3, 2024
Private funds reported
3 (0 venture capital funds)adviserinfo.sec.gov
Private fund gross assets
$377Madviserinfo.sec.govreported GAV of the funds, the adviser's own number; not fund size, not dry powder
Regulatory AUM
$1.6Bthe adviser's RAUM, a regulatory measure, never a fund size
Employees
21
Owners on Schedule A
J•••• N• P•••••• T•••• (Member), A; R•••••• B•••• L•• (Member), NA
business phone
(855) 242-3737adviserinfo.sec.govpublished by the subject
Stated thesis versus observed behaviour
5 observed deals
Stated (the firm’s website)
Sectors
climate, agtech
Stages
growth
Geography
indiana
Check size
not stated; DFX does not estimate checks from round sizes
Observed (from deals on record)
Stage at participation: no observed deals yet
Stage at first entry: no observed deals yet
Sectors
unknown 100%
lead rate n/afollow-on rate n/anew logos, 12 months 5
Funds and vehicles
2 reported
VehicleTypeVintageLifecycleReported GAVOwnersForm D soldLatest Form D
C•••• S••••••••• F••• • A••••••••• B••••• F•••• L•Fund · ADV: Private Equity Fund2019 form d first saleMature$25.5M
May 3, 2024
31$17.8M
of $25.0M
Mar 24, 2020
C•••• F••• • A••••••••• O••••••••• F•••• L•••Opportunity fund · ADV: Private Equity Fund2016 form d first saleHarvest$10.3M
May 3, 2024
41$7.9MFeb 17, 2017
GAV is the gross asset value the adviser reported on Form ADV for the vehicle, never the fund’s committed size and never dry powder. Form D sold is the amount sold as of the latest filing, never a final close.
Investment team
9 current, 3 departed
J•••• P••••••
Trustee · since Jan 1, 2024
Board or advisory
FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
P•••• J••• V••••
Senior Managing Member & President · since Apr 1, 2009
Managing partner
FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Other
FactVenture organization websites (about, team, portfolio, thesis, news pages)
Partner
FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
B•••••• Z•••
Chief Investment Officer · since Nov 1, 2010
Partner
FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Partner
FactVenture organization websites (about, team, portfolio, thesis, news pages)
Platform and operations
FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
P•••••• J••• V••••
Director Of Legal Affairs And Chief Compliance Officer · since Jan 1, 2023
Platform and operations
FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Principal
FactVenture organization websites (about, team, portfolio, thesis, news pages)
3 departed (kept with end dates)
Investments on record
5 edges, 5 companies, 0 partner-attributed
CompanyRoundRolePartnerRound sizeThis investorDateSource
C•••••••• C••••••••• I•••portfolio listingunknownunknownunknownunknownSep 16, 2026Fact Venture organization websites (about, team, portfolio, thesis, news pages)
P•••••••• M•••portfolio listingunknownunknownunknownunknownSep 16, 2026Fact Venture organization websites (about, team, portfolio, thesis, news pages)
P••• G•••• F••••portfolio listingunknownunknownunknownunknownSep 16, 2026Fact Venture organization websites (about, team, portfolio, thesis, news pages)
T•••••• A•••••portfolio listingunknownunknownunknownunknownSep 16, 2026Fact Venture organization websites (about, team, portfolio, thesis, news pages)
F•••••• T••••• L••••portfolio listingunknownunknownunknownunknownSep 12, 2026Fact Venture organization websites (about, team, portfolio, thesis, news pages)
“This investor” is the amount disclosed for this investor alone; it is unknown unless a source said it. The round size is the whole round.
Co-investors
0 relationships from shared deals, counted for the whole firm
No co-investor relationship yet: these are derived only from rounds and portfolio listings the graph has seen both investors on.
Limited partners
0 disclosed
No LP commitment on record. An LP edge needs a public disclosure with a quote: a pension report (see Limited partners for the plans read), a fund announcement naming the LP, or a Form ADV owner. The fund page carries the LP’s reported performance.
Timeline
9 dated events
  1. Mar 29, 2024
    H••• E•••• S•••••• (Director Of Investment Strategy) no longer on Schedule A of C•••• P•••••••• L••
    Person leftPeopleInferenceH••• E•••• S••••••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  2. Jan 30, 2023
    S•••• L• C••••••• (Director Of Finance & Chief Compliance Officer) no longer on Schedule A of C•••• P•••••••• L••
    Person leftPeopleInferenceS•••• L• C•••••••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  3. Jan 1, 2023
    L••••••• A•••••• S••••••• J•• joined Schedule A of C•••• P•••••••• L•• as Chief Financial Officer
    Person joinedPeopleFactL••••••• A•••••• S••••••• J••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  4. Jan 1, 2023
    P•••••• J••• V•••• joined Schedule A of C•••• P•••••••• L•• as Director Of Legal Affairs And Chief Compliance Officer
    Person joinedPeopleFactP•••••• J••• V••••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  5. Mar 27, 2020
    C•••• S••••••••• F••• • A••••••••• B••••• F•••• L• first reported on Form ADV by C•••• P•••••••• L•• (Venture Capital Fund), GAV $6,000,000
    Fund first reported on Form ADVFundsFactC•••• S••••••••• F••• • A••••••••• B••••• F•••• L•SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  6. Mar 25, 2019
    R•••••• A••• M••••••• (Member) no longer on Schedule A of C•••• P•••••••• L••
    Person leftPeopleInferenceR•••••• A••• M•••••••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  7. Oct 1, 2018
    B•••••• J•• G•••••• joined Schedule A of C•••• P•••••••• L•• as Member
    Person joinedPeopleFactB•••••• J•• G••••••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  8. Dec 22, 2017
    C•••• P•••••••• L•• first filed Form ADV (ERA)
    First SEC adviser filingOrganizationFactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  9. Dec 22, 2017
    C•••• F••• • A••••••••• O••••••••• F•••• L••• first reported on Form ADV by C•••• P•••••••• L•• (Venture Capital Fund), GAV $15,500,000
    Fund first reported on Form ADVFundsFactC•••• F••• • A••••••••• O••••••••• F•••• L•••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Classification history
  1. Sep 12, 2026
    Private equity with venture activity (probable, 75%, cls-1)
    registered adviser; venture funds are 0% of 3 private funds
Evidence
42 observations from 2 sources
Every observation behind this profile, with its source, date and class
FactValueEffectiveClassSource
SEC adviser typeregistered_investment_adviserMay 3, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
First Form ADV filing2017-12-22May 3, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Adv history loadedadv-hist-1Sep 12, 2026FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Latest Form ADV filing2024-05-03May 3, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Venture share of reported funds0May 3, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Business phone••• LockedMay 3, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Contact page urlhttps://c•••••••••.com/
“contact page linked from the home page”
Sep 16, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Employees21May 3, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
HeadquartersSouth Bend, INMay 3, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Office address••• LockedMay 3, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Portfolio pagehttps://c•••••••••.com/
“5 entries read”
Sep 16, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Portfolio pagehttps://c•••••••••.com/
“5 entries read”
Sep 12, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Private funds reported3May 3, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Private fund gross assets (reported)$377MMay 3, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Regulatory AUM (adviser, not fund size)$1.6BMay 3, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Stated geographyindiana
“geography words on the home page”
Sep 16, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Stated geographyindiana
“geography words on the home page”
Sep 12, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Stated sectorsclimate,agtech
“sector words on the home page”
Sep 16, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Stated sectorsclimate,agtech
“sector words on the home page”
Sep 12, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Stated stagesgrowth
“stage words on the home page”
Sep 16, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Stated stagesgrowth
“stage words on the home page”
Sep 12, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Team pagehttps://c•••••••••.com/
“3 name/title pairs read”
Sep 16, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Team pagehttps://c•••••••••.com/
“3 name/title pairs read”
Sep 12, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Venture funds reported0May 3, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
WebsiteHTTP://w••.c•••••••••.comMay 3, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Site title••• Locked
“title tag”
Sep 16, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Site title••• Locked
“title tag”
Sep 12, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)