DFX Intelligence
Venture Capital Intelligence
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.
Firms / Periscope Equity LLC
Periscope Equity LLC
Private equity with venture activity · probableChicago, ILperiscopeequity.comSEC registered investment adviser
registered adviser; venture funds are 0% of 6 private funds
Importance
35
elevated
Active deployment
4
low
Emerging
0
low
Completeness
63
high
Freshness
100
high
Research priority
8
low
Identity and regulatory footprint
- Headquarters
- Chicago, ILadviserinfo.sec.gov
- Office address
- ONE NORTH WACKER DRIVE, SUITE 4050, Chicago, IL, 60606adviserinfo.sec.gov
- Business phone
- 312-281-6205adviserinfo.sec.gov
- Website
- HTTP://PERISCOPEEQUITY.COM/
- SEC adviser type
- registered investment adviseradviserinfo.sec.gov
- SEC exemption claimed
- unknown
- Latest Form ADV
- Apr 22, 2024
- Private funds reported
- 6 (0 venture capital funds)adviserinfo.sec.gov
- Private fund gross assets
- $436Madviserinfo.sec.govreported GAV of the funds, the adviser's own number; not fund size, not dry powder
- Regulatory AUM
- $436Mthe adviser's RAUM, a regulatory measure, never a fund size
- Employees
- 13
- business email
- info@periscopeequity.comperiscopeequity.compublished by the subject
- business email
- sjarmel@periscopeequity.comperiscopeequity.compublished by the subject
- business email
- afriedman@periscopeequity.comperiscopeequity.compublished by the subject
- business phone
- 312-281-6205adviserinfo.sec.govpublished by the subject
Stated thesis versus observed behaviour
1 observed deals
Stated (the firm’s website)
- Sectors
- healthcare, climate
- Stages
- not stated or not yet read
- Geography
- chicago
- 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
7 reported
| Vehicle | Type | Vintage | Lifecycle | Reported GAV | Owners | Form D sold | Latest Form D |
|---|---|---|---|---|---|---|---|
| Periscope Equity II, L.P. | Fund · ADV: Private Equity Fund | 2020 form d first sale | Mature | $230M Apr 22, 2024 | 32 | $226M of $226M | Jan 26, 2021 |
| Periscope Mss Co-Invest Holdings, LLC | SPV or co-invest vehicle · ADV: Private Equity Fund | 2020 adv first reported | Mature | $40.4M Apr 22, 2024 | 16 | unknown | unknown |
| Periscope Equity Ii-A, L.P. | Feeder or parallel · ADV: Private Equity Fund | 2020 form d first sale | Mature | $40.4M Apr 22, 2024 | 3 | $226M of $226M | Jan 26, 2021 |
| Periscope Ibh Holdings LLC | Fund · ADV: Private Equity Fund | 2020 adv first reported | Mature | $7.4M Apr 22, 2024 | 5 | unknown | unknown |
| Periscope Seniormetrics Holdings, LLC | Fund · ADV: Private Equity Fund | 2020 adv first reported | Mature | $3.7M Apr 22, 2024 | 18 | unknown | unknown |
| Periscope Equity I GP, L.P. | Fund · ADV: Private Equity Fund | 2017 form d first sale | Harvest | $114M Apr 22, 2024 | 35 | $104M of $104M | Jul 31, 2018 |
| Periscope Inflexxion Holdings LLC | Fund · ADV: Private Equity Fund | 2014 form d first sale | Harvest | $1,979 Mar 29, 2021 | 32 | $2.3M of $2.3M | Dec 30, 2014 |
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
39 current, 1 departed
Chaz Lumpkin
AssociateAssociate
Evan Prendergast
AssociateAssociate
Catherine Hernandez-Blades
Board or advisoryBoard Member - RepTrak
Clark Kokich
Board or advisoryFormer Board Member - Power Digital
Cynthia Nustad
Board or advisoryBoard Member - brightfin
Joel Portice
Board or advisoryBoard Member - Uprise Health
John Rudd
Board or advisoryBoard Member - Praecipio Consulting
John Shaughnessy
Board or advisoryBoard Member - MAS Medical Staffing
Joram Borenstein
Board or advisoryBoard Member - CyberMaxx
Laszlo Szalvay
Board or advisoryBoard Member - Praecipio Consulting
Mike Maas
Board or advisoryBoard Member - Amusement Connect
Todd Morris
Board or advisoryBoard Member - ehouse studio
Brian Ahern
Founder or executiveCEO - CyberMaxx
Chebem Chukwu
Founder or executiveCEO - Mobile Solutions
Chris Lewis
Founder or executiveCEO - Praecipio Consulting
John Tarpley
Founder or executiveCEO - Amusement Connect
Mark Sonders
Founder or executiveCEO - RepTrak
Rebika Shaw
Founder or executiveCEO - Uprise Health
Will Stacy
Founder or executiveCEO - MAS Medical Staffing
Get In Touch
OtherOur Portfolio
Eric Hinkle
PartnerPartner
John Findlay
PartnerPartner
John Warren Findlay
PartnerPartner · since Oct 1, 2019
Steve Jarmel
PartnerPartner
Steven Bradley Jarmel
PartnerPartner; Sole Member · since Dec 1, 2012
Beth Bender
Platform and operationsVice President - Accounting
Jerry Fields
Platform and operationsBoard Member - Reservoir Communications Group
Jonathan Levinsky
Platform and operationsHead of Talent
Lisa (Lerner) Harkins
Platform and operationsChief Financial Officer & Chief Compliance Officer
Lisa Beth Lerner
Platform and operationsChief Compliance Officer & Chief Financial Officer · since Mar 1, 2021
Robert Schooling
Platform and operationsCEO - Reservoir Communications Group
Alex Friedman
PrincipalPrincipal, Business Development
Ami Mehta
PrincipalPrincipal, Head of Value Creation
Eric Hinkle
PrincipalPrincipal
Joe McIlhattan
PrincipalPrincipal
Luke Elder
PrincipalPrincipal
Aaron Dlugos
Vice presidentVice President
Harry Waddoups
Vice presidentVice President
Owen Hill
Vice presidentSenior Associate
1 departed (kept with end dates)
- Steven Bradley Jarmel · Managing Member · Dec 1, 2012 to Mar 30, 2020 Inference
Investments on record
1 edges, 1 companies, 0 partner-attributed
| Company | Round | Role | Partner | Round size | This investor | Date | Source |
|---|---|---|---|---|---|---|---|
| Let's Start The Conversation | portfolio listing | unknown | unknown | unknown | unknown | Sep 16, 2026 | Fact 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
12 dated events
- Mar 29, 2021Periscope Equity II, L.P. first reported on Form ADV by Periscope Equity LLC (Private Equity Fund), GAV $193,220,000Fund first reported on Form ADVFundsFactPeriscope Equity II, L.P.SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Mar 29, 2021Periscope Equity Ii-A, L.P. first reported on Form ADV by Periscope Equity LLC (Private Equity Fund), GAV $32,600,000Fund first reported on Form ADVFundsFactPeriscope Equity Ii-A, L.P.SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Mar 1, 2021Lisa Beth Lerner joined Schedule A of Periscope Equity LLC as Chief Compliance Officer & Controller
- Mar 30, 2020Periscope Ibh Holdings LLC first reported on Form ADV by Periscope Equity LLC (Private Equity Fund), GAV $2,250,000Fund first reported on Form ADVFundsFactPeriscope Ibh Holdings LLCSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Mar 30, 2020Periscope Seniormetrics Holdings, LLC first reported on Form ADV by Periscope Equity LLC (Private Equity Fund), GAV $4,985,100Fund first reported on Form ADVFundsFactPeriscope Seniormetrics Holdings, LLCSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Mar 30, 2020Periscope Inflexxion Holdings LLC first reported on Form ADV by Periscope Equity LLC (Private Equity Fund), GAV $1,979Fund first reported on Form ADVFundsFactPeriscope Inflexxion Holdings LLCSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Mar 30, 2020Periscope Mss Co-Invest Holdings, LLC first reported on Form ADV by Periscope Equity LLC (Private Equity Fund), GAV $15,750,000Fund first reported on Form ADVFundsFactPeriscope Mss Co-Invest Holdings, LLCSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Mar 30, 2020Steven Bradley Jarmel (Managing Member) no longer on Schedule A of Periscope Equity LLC
- Oct 1, 2019John Warren Findlay joined Schedule A of Periscope Equity LLC as Partner
- Mar 5, 2018Periscope Equity I GP, L.P. first reported on Form ADV by Periscope Equity LLC (Private Equity Fund), GAV $81,350,000Fund first reported on Form ADVFundsFactPeriscope Equity I GP, L.P.SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Mar 5, 2018Periscope Equity LLC 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)
- Dec 1, 2012Steven Bradley Jarmel joined Schedule A of Periscope Equity LLC as Partner; Managing Member
Classification history
- Sep 12, 2026Private equity with venture activity (probable, 75%, cls-1)registered adviser; venture funds are 0% of 6 private funds
Evidence
36 observations from 2 sources