Firms, funds, partners, companies and rounds from sworn filings, firm sites and announcements, kept as a graph with a date and a source on every edge. Facts, inferences and estimates are labelled as such. A fund target is never a close, GAV is never dry powder, and a round size is never an investor’s check.

The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.

Firms / E•••••••• W••••• M••••••••• I•••

E•••••••• W••••• M••••••••• I•••

Institutional venture firm · probableAppleton, WIe•••••••••.comSEC registered investment adviser

venture manager, reported GAV $55M across 11 vehicles

Importance
27
moderate
Active deployment
29
moderate
Emerging
0
low
Completeness
63
high
Freshness
98
high
Research priority
12
low
Identity and regulatory footprint
Headquarters
Appleton, WIadviserinfo.sec.gov
Office address
W6272 COMMUNICATION COURT, Appleton, WI, 54914-8531adviserinfo.sec.gov
Business phone
920-785-6010adviserinfo.sec.gov
SEC adviser type
registered investment adviseradviserinfo.sec.gov
SEC exemption claimed
unknown
Latest Form ADV
Jul 6, 2026
Private funds reported
11 (7 venture capital funds)adviserinfo.sec.gov
Private fund gross assets
$93.5Madviserinfo.sec.govreported GAV of the funds, the adviser's own number; not fund size, not dry powder
Regulatory AUM
$609Mthe adviser's RAUM, a regulatory measure, never a fund size
Employees
14
Owners on Schedule A
L•••• L• R••• a•• N•••• E• R••• J•••• R•••••••• L••••• T•••• (Shareholder), B; 0•••• L•• (Shareholder), B; S••••••••• F••••• L•••••• P••••••••• L• (Shareholder), A; O••••• G••••• L•• (Shareholder), A
business phone
920-785-6010adviserinfo.sec.govpublished by the subject
Stated thesis versus observed behaviour
1 observed deals
Stated (the firm’s website)
Sectors
ai
Stages
not stated or not yet read
Geography
uk
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 1
Funds and vehicles
11 reported, 3 no longer reported
VehicleTypeVintageLifecycleReported GAVOwnersForm D soldLatest Form D
G••••• A••• S•• L•• • G••• A•SPV or co-invest vehicle2024 adv first reportedEarly deployment$10.7M
Aug 14, 2024
83unknownunknown
G••••• A••• S•• L•• • N•• I••••SPV or co-invest vehicle · ADV: Private Equity Fund2023 adv first reportedActive deployment$5.4M
Aug 14, 2024
39$0Oct 17, 2023
G••••• A••• S•• L•• • L•SPV or co-invest vehicle2022 form d first saleActive deployment$5.4M
Aug 14, 2024
25$6.0MApr 28, 2022
G••••• A••• S•• L•• • S•••SPV or co-invest vehicle · ADV: Private Equity Fund2022 form d first saleActive deployment$4.7M
Aug 14, 2024
21$3.8MDec 29, 2022
E•• A••••••••• I••••••••• S••• L••••••••• 7•••••••• T••• F••• I•SPV or co-invest vehicle2021 form d first saleMature$10.0M
Aug 14, 2024
40$1.0MJan 28, 2021
G••••• A••• F•••••• F••• I• L••Fund2021 form d first saleMature$1.4M
Aug 14, 2024
7$1.4MJan 14, 2022
E•• A••••••••• I••••••••• S•••••• P•••••• V••••••• L•• • S••••• 5• • F••••••SPV or co-invest vehicle2018 form d first saleHarvest$7.1M
Aug 14, 2024
22$500,000Jan 12, 2018
E•• A••••••••• I••••••••• S•••••• P•••••• V••••••• L•• • S••••• 4• • C••SPV or co-invest vehicle2018 adv first reportedHarvest$4.8M
Aug 14, 2024
46unknownunknown
E•• A••••••••• I••••••••• S•••••• P•••••• V••••••• L••••••••• 3••••••• • F••••SPV or co-invest vehicle · ADV: Private Equity Fund2017 form d first saleHarvest$187,823
Aug 14, 2024
18$4.1M
of $4.1M
Jun 13, 2017
E•• S•••••• P•••••• V••••••• F•• L••SPV or co-invest vehicle · ADV: Private Equity Fund2016 form d first saleHarvest$5.3M
Aug 14, 2024
18$8.2M
of $8.2M
Feb 23, 2017
E•• S•••••• P•••••• V••••••• A••• L••SPV or co-invest vehicle · ADV: Private Equity Fund2016 form d first saleHarvest$193,457
Aug 14, 2024
17$5.7M
of $5.7M
Feb 23, 2017
E•• A••••••••• I••••••••• S••• L•• • S••••• 6• • M••SPV or co-invest vehicle2018 adv first reportedWound down$31,891
Dec 6, 2023
42unknownunknown
E•• A••••••••• I••••••••• S•••••• P•••••• V••••••• L••••••••• 1•••SPV or co-invest vehicleunknownWound down$11.8M
Feb 1, 2022
35unknownunknown
E•• A••••••••• I••••••••• S••• L•• • S••••• 2• • U•••••• T•••••••••SPV or co-invest vehicleunknownWound down$0
Dec 6, 2023
26unknownunknown
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, 2 departed
R••••• L•••• R••••
Shareholder/President/ Chief Financial Officer/ Treasurer/ Director Of Wealth Management/ Chief Compliance Officer · since Feb 1, 2013
Platform and operations
2 departed (kept with end dates)
Investments on record
1 edges, 1 companies, 0 partner-attributed
CompanyRoundRolePartnerRound sizeThis investorDateSource
A••••••••• I•••••••••portfolio listingunknownunknownunknownunknownSep 16, 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
20 dated events
  1. Aug 6, 2024
    G••••• A••• S•• L•• • G••• A• first reported on Form ADV by E•••••••• W••••• M••••••••• I••• (Venture Capital Fund), GAV $10,710,000
  2. Mar 26, 2024
    E•• A••••••••• I••••••••• S••• L•• • S••••• 6• • M•• no longer reported on Form ADV by E•••••••• W••••• M••••••••• I•••
  3. Mar 26, 2024
    EWM A••••••••• I••••••••• S•••••• P•••••• V••••••, L••••••••• 2-U•••••• T•••nologies no longer reported on Form ADV by E•••••••• W••••• M••••••••• I•••
  4. Nov 29, 2023
    G••••• A••• S•• L•• • N•• I•••• first reported on Form ADV by E•••••••• W••••• M••••••••• I••• (Private Equity Fund), GAV $5,376,000
  5. Jan 12, 2023
    G••••• A••• S•• L•• • S••• first reported on Form ADV by E•••••••• W••••• M••••••••• I••• (Private Equity Fund), GAV $4,000,000
  6. May 4, 2022
    G••••• A••• S•• L•• • L• first reported on Form ADV by E•••••••• W••••• M••••••••• I••• (Venture Capital Fund), GAV $5,950,000
  7. Mar 31, 2022
    E•• A••••••••• I••••••••• S•••••• P•••••• V••••••• L••••••••• 1••• no longer reported on Form ADV by E•••••••• W••••• M••••••••• I•••
  8. Feb 1, 2022
    G••••• A••• F•••••• F••• I• L•• first reported on Form ADV by E•••••••• W••••• M••••••••• I••• (Venture Capital Fund), GAV $1,400,000
  9. Mar 31, 2021
    E•• A••••••••• I••••••••• S••• L••••••••• 7•••••••• T••• F••• I• first reported on Form ADV by E•••••••• W••••• M••••••••• I••• (Venture Capital Fund), GAV $6,350,000
  10. Apr 30, 2020
    J••••• E••••• D•••••• (Trustee) no longer on Schedule A of E•••••••• W••••• M••••••••• I•••
  11. Aug 22, 2018
    E•• A••••••••• I••••••••• S••• L•• • S••••• 6• • M•• first reported on Form ADV by E•••••••• W••••• M••••••••• I••• (Venture Capital Fund), GAV $3,200,000
  12. Mar 30, 2018
    T•••••• J••••• L•••••• (Shareholder/Director Of Institutional Services) no longer on Schedule A of E•••••••• W••••• M••••••••• I•••
  13. Feb 22, 2018
    E•• A••••••••• I••••••••• S•••••• P•••••• V••••••• L•• • S••••• 5• • F•••••• first reported on Form ADV by E•••••••• W••••• M••••••••• I••• (Venture Capital Fund), GAV $500,000
  14. Feb 22, 2018
    E•• A••••••••• I••••••••• S•••••• P•••••• V••••••• L•• • S••••• 4• • C•• first reported on Form ADV by E•••••••• W••••• M••••••••• I••• (Venture Capital Fund), GAV $1,100,000
  15. Jan 8, 2018
    E•• S•••••• P•••••• V••••••• F•• L•• first reported on Form ADV by E•••••••• W••••• M••••••••• I••• (Private Equity Fund), GAV $7,521,228
  16. Jan 8, 2018
    E•••••••• W••••• M••••••••• I••• first filed Form ADV (IA)
  17. Jan 8, 2018
    E•• S•••••• P•••••• V••••••• A••• L•• first reported on Form ADV by E•••••••• W••••• M••••••••• I••• (Private Equity Fund), GAV $4,186,329
  18. Jan 8, 2018
    E•• A••••••••• I••••••••• S•••••• P•••••• V••••••• L••••••••• 3••••••• • F•••• first reported on Form ADV by E•••••••• W••••• M••••••••• I••• (Private Equity Fund), GAV $4,125,000
  19. Jan 8, 2018
    E•• A••••••••• I••••••••• S•••••• P•••••• V••••••• L••••••••• 1••• first reported on Form ADV by E•••••••• W••••• M••••••••• I••• (Private Equity Fund), GAV $4,550,000
  20. Jan 8, 2018
    EWM A••••••••• I••••••••• S•••••• P•••••• V••••••, L••••••••• 2-U•••••• T•••nologies first reported on Form ADV by E•••••••• W••••• M••••••••• I••• (Venture Capital Fund), GAV $1,200,000
Classification history
  1. Sep 15, 2026
    Institutional venture firm (probable, 80%, cls-1)
    venture manager, reported GAV $55M across 11 vehicles
  2. Sep 12, 2026
    Institutional venture firm (probable, 80%, cls-1)
    venture manager, reported GAV $51M across 10 vehicles
Evidence
75 observations from 3 sources
Every observation behind this profile, with its source, date and class
FactValueEffectiveClassSource
Why admittedvc_funds_reportedJul 6, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
SEC adviser typeregistered_investment_adviserJul 6, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
SEC adviser typeregistered_investment_adviserAug 14, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
First Form ADV filing2018-01-08Aug 14, 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 filing2026-07-06Jul 6, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Latest Form ADV filing2024-08-14Aug 14, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
SEC statusApprovedJul 6, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
SEC status effective2018-02-08Jul 6, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Venture share of reported funds1Aug 14, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Business phone920-785-6010Jul 6, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Business phone920-785-6010Aug 14, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Contact page urlhttps://e•••••••••.com/
contact page linked from the home page
Sep 16, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Employees14Jul 6, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Employees12Aug 14, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
HeadquartersAppleton, WIJul 6, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
HeadquartersAppleton, WIAug 14, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Office addressW6272 COMMUNICATION COURT, Appleton, WI, 54914-8531Jul 6, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Office addressW6272 COMMUNICATION COURT, Appleton, WI, 54914-8531Aug 14, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Legal formCorporationJul 6, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
PE funds reported4Jul 6, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Portfolio pagehttps://e•••••••••.com/
1 entries read
Sep 16, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Portfolio pagehttps://e•••••••••.com/
1 entries read
Sep 13, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Private funds reported11Jul 6, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Private funds reported11Aug 14, 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)$93.5MJul 6, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Private fund gross assets (reported)$55.2MAug 14, 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)$609MJul 6, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Regulatory AUM (adviser, not fund size)$354MAug 14, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Stated geographyuk
geography words on the home page
Sep 13, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Stated sectorsai
sector words on the home page
Sep 16, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Stated sectorsai
sector words on the home page
Sep 13, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Venture funds reported7Jul 6, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Venture funds reported6Aug 14, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
WebsiteHTTP://w••.e•••••••••.com/
re-picked from Schedule D 1.I by name
Sep 12, 2026FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
WebsiteHTTPS://WWW.HVST.COM/ORGANIZATION/ENDOWMENT-WEALTH-MANAGEMENTAug 14, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)