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Firms / C••••••• I•••••••••

C••••••• I•••••••••

Private equity with venture activity · probableChicago, ILc•••••••••.comSEC registered investment adviser

registered adviser; venture funds are 0% of 7 private funds

Importance
21
moderate
Active deployment
0
low
Emerging
0
low
Completeness
50
elevated
Freshness
98
high
Research priority
6
low
Identity and regulatory footprint
Headquarters
Chicago, ILadviserinfo.sec.gov
Office address
156 N JEFFERSON STREET SUITE 201, Chicago, IL, 60661adviserinfo.sec.gov
Business phone
312-784-3988adviserinfo.sec.gov
Website
c•••••••••.com
SEC adviser type
registered investment adviseradviserinfo.sec.gov
SEC exemption claimed
unknown
Latest Form ADV
Mar 22, 2024
Private funds reported
7 (0 venture capital funds)adviserinfo.sec.gov
Private fund gross assets
$1.6Badviserinfo.sec.govreported GAV of the funds, the adviser's own number; not fund size, not dry powder
Regulatory AUM
$2.2Bthe adviser's RAUM, a regulatory measure, never a fund size
Employees
16
Owners on Schedule A
K••• I••••••••• U•• L•• (Member), B; S•••• a• W••••••• T•••• (Member), NA; S••••• R• B•••• R•••••••• T•••• (Member), NA; T•• C••• F••••• P••••••••• L••• (Member), NA; K••• I••••••••• H•••••••• L•• (Managing Member), E
business phone
312-784-3988adviserinfo.sec.govpublished by the subject
Stated thesis versus observed behaviour
no observed deals yet
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: no observed deals yet
Stage at first entry: no observed deals yet
Sectors: no observed deals yet
lead rate n/afollow-on rate n/anew logos, 12 months 0
Funds and vehicles
3 reported
VehicleTypeVintageLifecycleReported GAVOwnersForm D soldLatest Form D
C••••••• I••••••••• S••••• V••••••• F••• I••• L•Fund · ADV: Private Equity Fund2015 form d first saleHarvest$162M
Mar 22, 2024
132$128MOct 11, 2016
C••••••• I••••••••• S••••• V••••••• F••• I•• L•Fund · ADV: Private Equity FundunknownUnknown$27.8M
Mar 22, 2024
106unknownunknown
C••••••• I••••••••• S••••• V••••••• F••• I•Fund · ADV: Private Equity FundunknownUnknown$13.1M
Mar 22, 2024
75unknownunknown
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
8 current, 3 departed
S•••• W•••••••
Trustee · since May 1, 2018
Board or advisory
FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
S••••• R• B••••
Trustee · since May 1, 2018
Board or advisory
FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
A••••• W• C•••
General Partner · since May 1, 2018
General partner
FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
P•••••• T••••• F•••••
Managing Member, Founder, Managing Partner, Chief Compliance Officer · since Aug 1, 2008
Managing partner
FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
B•••• B• M••••
Member · since May 1, 2018
Partner
FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Partner
FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
J• Z•••••• M••••
Member · since May 1, 2018
Partner
FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
J••• T•••• D••
Partner · since Sep 1, 2021
Partner
FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
3 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
16 dated events
  1. Nov 14, 2023
    T•••••• M•••• S•••• (Coo And Cco) no longer on Schedule A of C••••••• I•••••••••
    Person leftPeopleInferenceT•••••• M•••• S••••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  2. Oct 1, 2023
    T•••••• M•••• S•••• joined Schedule A of C••••••• I••••••••• as Coo And Cco
    Person joinedPeopleFactT•••••• M•••• S••••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  3. Sep 1, 2021
    J••• T•••• D•• joined Schedule A of C••••••• I••••••••• as Partner
    Person joinedPeopleFactJ••• T•••• D••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  4. Aug 1, 2019
    B•••• T••••••• W••••• joined Schedule A of C••••••• I••••••••• as Partner
    Person joinedPeopleFactB•••• T••••••• W•••••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  5. Mar 22, 2019
    J••••••• N••••• R••••••• F••••• (Member) no longer on Schedule A of C••••••• I•••••••••
    Person leftPeopleInferenceJ••••••• N••••• R••••••• F•••••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  6. May 1, 2018
    S••••• R• B•••• joined Schedule A of C••••••• I••••••••• as Trustee
    Person joinedPeopleFactS••••• R• B••••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  7. May 1, 2018
    J• Z•••••• M•••• joined Schedule A of C••••••• I••••••••• as Member
    Person joinedPeopleFactJ• Z•••••• M••••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  8. May 1, 2018
    B•••• B• M•••• joined Schedule A of C••••••• I••••••••• as Member
    Person joinedPeopleFactB•••• B• M••••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  9. May 1, 2018
    A••••• W• C••• joined Schedule A of C••••••• I••••••••• as General Partner
    Person joinedPeopleFactA••••• W• C•••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  10. May 1, 2018
    S•••• W••••••• joined Schedule A of C••••••• I••••••••• as Trustee
    Person joinedPeopleFactS•••• W•••••••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  11. Jan 15, 2016
    J••••••• N••••• F••••• (Partner) no longer on Schedule A of C••••••• I•••••••••
    Person leftPeopleInferenceJ••••••• N••••• F•••••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  12. Jan 4, 2016
    C••••••• I••••••••• S••••• V••••••• F••• I••• L• first reported on Form ADV by C••••••• I••••••••• (Private Equity Fund), GAV $81,411,631
    Fund first reported on Form ADVFundsFactC••••••• I••••••••• S••••• V••••••• F••• I••• L•SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  13. May 14, 2014
    C••••••• I••••••••• S••••• V••••••• F••• I• first reported on Form ADV by C••••••• I••••••••• (Private Equity Fund), GAV $29,213,280
    Fund first reported on Form ADVFundsFactC••••••• I••••••••• S••••• V••••••• F••• I•SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  14. May 14, 2014
    C••••••• I••••••••• 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)
  15. May 14, 2014
    C••••••• I••••••••• S••••• V••••••• F••• I•• L• first reported on Form ADV by C••••••• I••••••••• (Private Equity Fund), GAV $82,595,236
    Fund first reported on Form ADVFundsFactC••••••• I••••••••• S••••• V••••••• F••• I•• L•SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  16. Jul 1, 2012
    J••••••• N••••• R••••••• F••••• joined Schedule A of C••••••• I••••••••• as Member
    Person joinedPeopleFactJ••••••• N••••• R••••••• F•••••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 7 private funds
Evidence
35 observations from 2 sources
Every observation behind this profile, with its source, date and class
FactValueEffectiveClassSource
SEC adviser typeregistered_investment_adviserMar 22, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
First Form ADV filing2014-05-14Mar 22, 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 filing2024-03-22Mar 22, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Venture share of reported funds0Mar 22, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Business phone312-784-3988Mar 22, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Employees16Mar 22, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
HeadquartersChicago, ILMar 22, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Office address156 N JEFFERSON STREET SUITE 201, Chicago, IL, 60661Mar 22, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Private funds reported7Mar 22, 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)$1.6BMar 22, 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)$2.2BMar 22, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Venture funds reported0Mar 22, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
WebsiteHTTP://w••.c•••••••••.comMar 22, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Website statusunreachable
“home page did not answer with HTML”
Sep 16, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Website statusunreachable
“home page did not answer with HTML”
Sep 12, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)