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Firms / P••••••• P•••••••

P••••••• P•••••••

Private equity with venture activity · probableSalt Lake City, UTw•••••••••.comSEC registered investment adviser

••• Locked

registered adviser; venture funds are 28% of 28 private funds

Importance
33
moderate
Active deployment
25
moderate
Emerging
0
low
Completeness
56
elevated
Freshness
97
high
Research priority
14
low
Identity and regulatory footprint
Headquarters
Salt Lake City, UTa•••••••••.s••.gov
Office address
••• Lockeda•••••••••.s••.gov
Business phone
••• Lockeda•••••••••.s••.gov
Website
w•••••••••.com
SEC adviser type
registered investment advisera•••••••••.s••.gov
SEC exemption claimed
unknown
Latest Form ADV
Aug 25, 2026
Private funds reported
28 (2 venture capital funds)a•••••••••.s••.gov
Private fund gross assets
$2.3Ba•••••••••.s••.govreported GAV of the funds, the adviser's own number; not fund size, not dry powder
Regulatory AUM
$2.6Bthe adviser's RAUM, a regulatory measure, never a fund size
Employees
24
Owners on Schedule A
P••••••• P••••••• M••••••••• C•• L•• (Managing Member), E
business email
••• Lockedw•••••••••.compublished by the subject
business phone
••• Lockeda•••••••••.s••.govpublished by the subject
Stated thesis versus observed behaviour
1 observed deals
Stated (the firm’s website)
Sectors
not stated or not yet read
Stages
not stated or not yet read
Geography
not stated
Check size
not stated; DFX does not estimate checks from round sizes
Observed (from deals on record)
Stage at participation
series a 100%
Stage at first entry
series a 100%
Sectors
unknown 100%
lead rate 0%follow-on rate 0%new logos, 12 months 0
Funds and vehicles
12 reported
VehicleTypeVintageLifecycleReported GAVOwnersForm D soldLatest Form D
P••••••• V•••••• P••••••• I•• L•Fund2023 adv first reportedActive deployment$27.1M
Mar 26, 2024
243$0Jan 19, 2022
P•• O••••••••• F••• I• L•Opportunity fund2023 adv first reportedActive deployment$17.5M
Mar 26, 2024
40$0Feb 8, 2022
P••••••• B••••• C•••••••• L••SPV or co-invest vehicle · ADV: Private Equity Fund2021 adv first reportedMature$61.2M
Mar 26, 2024
48$0Jul 31, 2020
P••••••• E•••• C•••••••• L••SPV or co-invest vehicle2021 form d first saleMature$41.6M
Mar 26, 2024
35$52.8MSep 30, 2021
P••••••• S•• C•••••••• L••SPV or co-invest vehicle2021 form d first saleMature$10.6M
Mar 26, 2024
27$6.9MApr 1, 2021
P••••••• S••••• P••••••• I• C••••••• I• L••SPV or co-invest vehicle2020 adv first reportedMature$9.9M
Mar 26, 2024
33$0Aug 22, 2023
P••••••• V•••••• P••••••• I• C••••••• I• L••SPV or co-invest vehicle2020 adv first reportedMature$22,686
Mar 26, 2024
11unknownunknown
P••••••• V•••••• P••••••• I••• L•Fund2019 form d first saleMature$62.9M
Mar 26, 2024
99$52.1MAug 14, 2020
P••••••• V•••••• P••••••• K••• L•Fund2019 form d first saleMature$9.1M
Mar 26, 2024
2$12.0MNov 26, 2019
P••••••• V•••••• P••••••• I•• L•Fund2016 form d first saleHarvest$131M
Mar 26, 2024
61$20.1MJul 26, 2016
P••••••• V••••••• I•• L•Fund2012 form d first saleHarvest$27.7M
Mar 26, 2024
43$10.3M
of $10.3M
May 10, 2012
P••••••• V••••••• I••• L••FundunknownUnknown$6.7M
Mar 26, 2024
9unknownunknown
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
2 current, 11 departed
C•••••• R•••••• P•••••••
Chief Executive Officer, President, Managing Director · since Mar 1, 2021
Partner
FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
E••• D•••• N••••
Chief Financial Officer, Chief Compliance Officer · since Dec 1, 2014
Platform and operations
FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
11 departed (kept with end dates)
Investments on record
0 edges, 0 companies, 0 partner-attributed
No investment on record yet. Edges arrive from the firm’s portfolio page, financing announcements, and Form D board seats.
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
31 dated events
  1. Mar 31, 2023
  2. Mar 31, 2023
  3. Mar 31, 2022
  4. Mar 31, 2021
  5. Mar 31, 2021
  6. Mar 31, 2021
  7. Mar 31, 2021
  8. Mar 31, 2021
  9. Mar 31, 2021
  10. Aug 14, 2020
  11. Aug 14, 2020
  12. Aug 14, 2020
  13. Mar 30, 2020
  14. Mar 30, 2020
  15. Mar 30, 2020
  16. Mar 30, 2017
  17. Jan 7, 2016
  18. Dec 1, 2015
  19. Dec 1, 2015
  20. Mar 31, 2015
  21. Jan 1, 2015
  22. Dec 12, 2014
  23. Dec 1, 2014
  24. Sep 9, 2014
  25. Mar 1, 2014
  26. Oct 1, 2013
  27. Apr 1, 2013
  28. Apr 1, 2013
  29. Feb 14, 2012
  30. Feb 14, 2012
  31. Feb 1, 2012
Classification history
  1. Sep 12, 2026
    Private equity with venture activity (probable, 75%, cls-1)
    registered adviser; venture funds are 28% of 28 private funds
  2. Sep 12, 2026
    Private equity with venture activity (probable, 75%, cls-1)
    registered adviser; venture funds are 28% of 31 private funds
Evidence
65 observations from 3 sources
Every observation behind this profile, with its source, date and class
FactValueEffectiveClassSource
Why admittedvc_funds_reportedAug 25, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
SEC adviser typeregistered_investment_adviserAug 25, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
SEC adviser typeregistered_investment_adviserMar 26, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
First Form ADV filing2012-02-14Mar 26, 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 filing2026-08-25Aug 25, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Latest Form ADV filing2024-03-26Mar 26, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
SEC statusApprovedAug 25, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
SEC status effective2012-03-30Aug 25, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Venture share of reported funds0Mar 26, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Business phone••• LockedAug 25, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Business phone••• LockedMar 26, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Contact page url••• Locked
“••• Locked”
Sep 16, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Description••• Locked
“••• Locked”
Sep 16, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Description••• Locked
“••• Locked”
Sep 12, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Employees24Aug 25, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Employees39Mar 26, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
HeadquartersSalt Lake City, UTAug 25, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
HeadquartersSalt Lake City, UTMar 26, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Office address••• LockedAug 25, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Office address••• LockedMar 26, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Legal formLimited Liability CompanyAug 25, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
PE funds reported26Aug 25, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Private funds reported28Aug 25, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Private funds reported31Mar 26, 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)$2.3BAug 25, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Private fund gross assets (reported)$1.8BMar 26, 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)$2.6BAug 25, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Regulatory AUM (adviser, not fund size)$2.1BMar 26, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Team page••• Locked
“••• Locked”
Sep 16, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Team page••• Locked
“••• Locked”
Sep 12, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Venture funds reported2Aug 25, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Venture funds reported11Mar 26, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Website••• Locked
“••• Locked”
Sep 12, 2026FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Website••• LockedAug 25, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Website••• LockedMar 26, 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)