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Firms / S•••••••• P•••••• C••••••• L••

S•••••••• P•••••• C••••••• L••

Institutional venture firm · probableBirmingham, MIs•••••••••.comSEC registered investment adviser

••• Locked

venture manager, reported GAV $389M across 39 vehicles

Importance
43
elevated
Active deployment
25
moderate
Emerging
0
low
Completeness
56
elevated
Freshness
98
high
Research priority
16
moderate
Identity and regulatory footprint
Headquarters
Birmingham, MIadviserinfo.sec.gov
Office address
••• Lockedadviserinfo.sec.gov
Business phone
••• Lockedadviserinfo.sec.gov
Website
s•••••••••.com
SEC adviser type
registered investment adviseradviserinfo.sec.gov
SEC exemption claimed
unknown
Latest Form ADV
Oct 1, 2024
Private funds reported
39 (39 venture capital funds)adviserinfo.sec.gov
Private fund gross assets
$389Madviserinfo.sec.govreported GAV of the funds, the adviser's own number; not fund size, not dry powder
Regulatory AUM
$389Mthe adviser's RAUM, a regulatory measure, never a fund size
Employees
4
business email
info@schechterwealth.comschechterwealth.compublished by the subject
business phone
248-731-9500adviserinfo.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
39 reported, 1 no longer reported
VehicleTypeVintageLifecycleReported GAVOwnersForm D soldLatest Form D
S•••••••• P•••••• C•••••• F••• I• L•• • S••••• K•Fund2023 form d first saleActive deployment$10.7M
Oct 1, 2024
82$5.3MSep 21, 2023
S•••••••• P•••••• C•••••• F••• I• L•• • S••••• I•Fund2023 form d first saleActive deployment$4.7M
Oct 1, 2024
51$4.9MJun 9, 2023
S•••••••• P•••••• C•••••• F••• I• L•• • S••••• J•Fund2023 form d first saleActive deployment$4.2M
Oct 1, 2024
28$810,000Jun 22, 2023
S•••••••• P•••••• C•••••• F••• I• L•• • S••••• a•Fund2022 adv first reportedActive deployment$16.5M
Oct 1, 2024
56unknownunknown
S•••••••• P•••••• C•••••• F••• I• L•• • S••••• E•Fund2022 form d first saleActive deployment$16.1M
Oct 1, 2024
75$8.1MJul 26, 2022
S•••••••• P•••••• C•••••• F••• I• L•• • S••••• F••Fund2022 form d first saleActive deployment$12.3M
Oct 1, 2024
31$5.2MJul 26, 2022
S•••••••• P•••••• C•••••• F••• I• L•• • S••••• F•Fund2022 form d first saleActive deployment$12.3M
Oct 1, 2024
88$6.3MJul 26, 2022
S•••••••• P•••••• C•••••• F••• I• L•• • S••••• D•Fund2022 adv first reportedActive deployment$8.9M
Oct 1, 2024
40unknownunknown
S•••••••• P•••••• C•••••• F••• I• L•• • S••••• G•Fund2022 form d first saleActive deployment$8.3M
Oct 1, 2024
79$8.6MOct 20, 2022
S•••••••• P•••••• C•••••• F••• I• L•• • S••••• H•Fund2022 form d first saleActive deployment$5.9M
Oct 1, 2024
70$2.7MDec 15, 2022
S•••••••• P•••••• C•••••• F••• I• L•• • S••••• D•Fund2022 form d first saleActive deployment$5.5M
Oct 1, 2024
89$5.6MApr 22, 2022
S•••••••• P•••••• C•••••• F••• I• L•• • S••••• D••Fund2022 form d first saleActive deployment$5.4M
Oct 1, 2024
26$5.5MApr 22, 2022
S•••••••• P•••••• C•••••• F••• I• L•• • S••••• X•Fund2022 adv first reportedActive deployment$3.8M
Oct 1, 2024
25unknownunknown
S•••••••• P•••••• C•••••• F••• I• L•• • S••••• B•Fund2022 adv first reportedActive deployment$2.6M
Oct 1, 2024
41unknownunknown
S•••••••• P•••••• C•••••• F••• I• L•• • S••••• W•Fund2022 adv first reportedActive deployment$0
Oct 1, 2024
94unknownunknown
S•••••••• P•••••• C•••••• F••• I• L•• • S••••• U•Fund2021 form d first saleMature$112M
Oct 1, 2024
92$7.1MMar 9, 2021
S•••••••• P•••••• C•••••• F••• I• L•• • S••••• B••Fund2021 form d first saleMature$9.8M
Oct 1, 2024
81$9.8MOct 7, 2021
S•••••••• P•••••• C•••••• F••• I• L•• • S••••• B•Fund2021 form d first saleMature$9.8M
Oct 1, 2024
93$8.9MOct 7, 2021
S•••••••• P•••••• C•••••• F••• I• L•• • S••••• Z•Fund2021 form d first saleMature$9.1M
Oct 1, 2024
50$9.1MJul 26, 2021
S•••••••• P•••••• C•••••• F••• I• L•• • S••••• X•Fund2021 form d first saleMature$8.8M
Oct 1, 2024
99$11.5MApr 2, 2021
S•••••••• P•••••• C•••••• F••• I• L•• • S••••• Z•Fund2021 form d first saleMature$8.0M
Oct 1, 2024
99$7.9MJul 28, 2021
S•••••••• P•••••• C•••••• F••• I• L•• • S••••• Y•Fund2021 form d first saleMature$6.1M
Oct 1, 2024
34$6.2MJul 22, 2021
S•••••••• P•••••• C•••••• F••• I• L•• • S••••• Y•Fund2021 form d first saleMature$5.6M
Oct 1, 2024
89$200,000Jul 21, 2021
S•••••••• P•••••• C•••••• F••• I• L•• • S••••• C•Fund2021 form d first saleMature$5.0M
Oct 1, 2024
79$5.1MJan 14, 2022
S•••••••• P•••••• C•••••• F••• I• L•• • S••••• C••Fund2021 form d first saleMature$5.0M
Oct 1, 2024
30$5.1MJan 14, 2022
S•••••••• P•••••• C•••••• F••• I• L•• • S••••• A••Fund2021 form d first saleMature$3.6M
Oct 1, 2024
83$12.0MSep 7, 2021
S•••••••• P•••••• C•••••• F••• I• L•• • S••••• A•Fund2021 form d first saleMature$3.4M
Oct 1, 2024
97$2.0MAug 24, 2021
S•••••••• P•••••• C•••••• F••• I• L•• • S••••• S•Fund2021 form d first saleMature$1.2M
Oct 1, 2024
23$3.1MApr 8, 2021
S•••••••• P•••••• C•••••• F••• I• L•• • S••••• V•Fund2021 form d first saleMature$211,066
Oct 1, 2024
97$9.4MMar 9, 2021
S•••••••• P•••••• C•••••• F••• I• L•• • S••••• Q•Fund2020 form d first saleMature$1.9M
Oct 1, 2024
42$7.8MAug 4, 2020
S•••••••• P•••••• C•••••• F••• I• L•• • S••••• Q•Fund2020 form d first saleMature$1.8M
Oct 1, 2024
90$7.9MAug 4, 2020
S•••••••• P•••••• C•••••• F••• I• L•• • S••••• R•Fund2020 form d first saleMature$714,490
Oct 1, 2024
81$4.6MSep 3, 2020
S•••••••• P•••••• C•••••• F••• I• L•• • S••••• M•Fund2019 form d first saleMature$21.0M
Oct 1, 2024
99$6.6MMar 20, 2019
S•••••••• P•••••• C•••••• F••• I• L•• • S••••• K•Fund2019 form d first saleMature$12.2M
Oct 1, 2024
24$2.5MFeb 11, 2020
S•••••••• P•••••• C•••••• F••• I• L•• • S••••• L•Fund2019 form d first saleMature$4.4M
Oct 1, 2024
49$2.9M
of $3.0M
Feb 5, 2019
S•••••••• P•••••• C•••••• F••• I• L•• • S••••• E•Fund2017 form d first saleHarvest$21.7M
Oct 1, 2024
92$6.9MJul 19, 2017
S•••••••• P•••••• C•••••• F••• I• L•• • S••••• G•Fund2017 form d first saleHarvest$11.8M
Oct 1, 2024
42$265,000Dec 15, 2017
S•••••••• P•••••• C•••••• F••• I• L•• • S••••• F•Fund2017 form d first saleHarvest$1.3M
Oct 1, 2024
10$500,000Aug 9, 2017
S•••••••• P•••••• C•••••• F••• I• L•• • S••••• C•Fund2016 form d first saleHarvest$7.5M
Oct 1, 2024
40$15.4MMay 5, 2017
S•••••••• P•••••• C•••••• F••• I• L•• • S••••• F••••FundunknownWound down$326M
Mar 31, 2022
510unknownunknown
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
31 current, 3 departed
N••• P••••
Senior Case and Product Analyst
Analyst
FactVenture organization websites (about, team, portfolio, thesis, news pages)
Analyst
FactVenture organization websites (about, team, portfolio, thesis, news pages)
Associate
FactVenture organization websites (about, team, portfolio, thesis, news pages)
P•••••• P••••
Senior Banking Associate
Associate
FactVenture organization websites (about, team, portfolio, thesis, news pages)
B••• F••••••
Senior Wealth Advisor
Board or advisory
FactVenture organization websites (about, team, portfolio, thesis, news pages)
Founder or executive
FactVenture organization websites (about, team, portfolio, thesis, news pages)
A•••• J••• H•••••
Manager · since Apr 1, 2016
Partner
FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
D••• R••• P••••
Technical Project Manager
Partner
FactVenture organization websites (about, team, portfolio, thesis, news pages)
G•••• A• M••••••
Managing Director, Institutional Partnerships
Partner
FactVenture organization websites (about, team, portfolio, thesis, news pages)
Partner
FactVenture organization websites (about, team, portfolio, thesis, news pages)
Partner
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)
T•••••• R••••••••
Senior Underwriting Case Manager
Partner
FactVenture organization websites (about, team, portfolio, thesis, news pages)
T••• H•••
Underwriting Case Manager
Partner
FactVenture organization websites (about, team, portfolio, thesis, news pages)
C•••• G••••••
VP of Execution and Accountability; Director of Marketing and Administrative
Platform and operations
FactVenture organization websites (about, team, portfolio, thesis, news pages)
Platform and operations
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)
I•••• K••••
Case Design and Product Analyst
Platform and operations
FactVenture organization websites (about, team, portfolio, thesis, news pages)
Platform and operations
FactVenture organization websites (about, team, portfolio, thesis, news pages)
Platform and operations
FactVenture organization websites (about, team, portfolio, thesis, news pages)
K•••• G••••••
Director of Insurance Operations and Chief Technology Officer
Platform and operations
FactVenture organization websites (about, team, portfolio, thesis, news pages)
Platform and operations
FactVenture organization websites (about, team, portfolio, thesis, news pages)
S•••• S•••
Banking and Premium Finance Manager
Platform and operations
FactVenture organization websites (about, team, portfolio, thesis, news pages)
T••••• P•••••
Case Design and Product Analyst
Platform and operations
FactVenture organization websites (about, team, portfolio, thesis, news pages)
K•••• B••••••••
Senior Director, Strategic Partnerships
Principal
FactVenture organization websites (about, team, portfolio, thesis, news pages)
L••• M••••
Director of Underwriting
Principal
FactVenture organization websites (about, team, portfolio, thesis, news pages)
C•••• J• W••••• I••
Vice President, Senior Wealth Advisor
Vice president
FactVenture organization websites (about, team, portfolio, thesis, news pages)
E••• S••••••
VP, Business Development – Institutional Partnerships
Vice president
FactVenture organization websites (about, team, portfolio, thesis, news pages)
J••• V•••••
Wealth Advisor, Vice President of Strategic Partnerships
Vice president
FactVenture organization websites (about, team, portfolio, thesis, news pages)
J••••• O•••••
Wealth Advisor, Vice President of Strategic Partnerships
Vice president
FactVenture organization websites (about, team, portfolio, thesis, news pages)
P•••••• M• A••••
Vice President · since Jul 1, 2022
Vice president
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
48 dated events
  1. Mar 4, 2024
    S•••••••• P•••••• C•••••• F••• I• L•• • S••••• I• first reported on Form ADV by S•••••••• P•••••• C••••••• L•• (Venture Capital Fund), GAV $4,708,052
    Fund first reported on Form ADVFundsFactS•••••••• P•••••• C•••••• F••• I• L•• • S••••• I•SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  2. Mar 4, 2024
    S•••••••• P•••••• C•••••• F••• I• L•• • S••••• J• first reported on Form ADV by S•••••••• P•••••• C••••••• L•• (Venture Capital Fund), GAV $4,159,928
    Fund first reported on Form ADVFundsFactS•••••••• P•••••• C•••••• F••• I• L•• • S••••• J•SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  3. Mar 4, 2024
    S•••••••• P•••••• C•••••• F••• I• L•• • S••••• K• first reported on Form ADV by S•••••••• P•••••• C••••••• L•• (Venture Capital Fund), GAV $10,710,057
    Fund first reported on Form ADVFundsFactS•••••••• P•••••• C•••••• F••• I• L•• • S••••• K•SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  4. Mar 8, 2023
    S•••••••• P•••••• C•••••• F••• I• L•• • S••••• G• first reported on Form ADV by S•••••••• P•••••• C••••••• L•• (Venture Capital Fund), GAV $8,289,248
    Fund first reported on Form ADVFundsFactS•••••••• P•••••• C•••••• F••• I• L•• • S••••• G•SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  5. Mar 8, 2023
    S•••••••• P•••••• C•••••• F••• I• L•• • S••••• F•• first reported on Form ADV by S•••••••• P•••••• C••••••• L•• (Venture Capital Fund), GAV $6,214,912
    Fund first reported on Form ADVFundsFactS•••••••• P•••••• C•••••• F••• I• L•• • S••••• F••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  6. Mar 8, 2023
    S•••••••• P•••••• C•••••• F••• I• L•• • S••••• F• first reported on Form ADV by S•••••••• P•••••• C••••••• L•• (Venture Capital Fund), GAV $6,210,865
    Fund first reported on Form ADVFundsFactS•••••••• P•••••• C•••••• F••• I• L•• • S••••• F•SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  7. Mar 8, 2023
    S•••••••• P•••••• C•••••• F••• I• L•• • S••••• E• first reported on Form ADV by S•••••••• P•••••• C••••••• L•• (Venture Capital Fund), GAV $8,084,070
    Fund first reported on Form ADVFundsFactS•••••••• P•••••• C•••••• F••• I• L•• • S••••• E•SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  8. Mar 8, 2023
    S•••••••• P•••••• C•••••• F••• I• L•• • S••••• H• first reported on Form ADV by S•••••••• P•••••• C••••••• L•• (Venture Capital Fund), GAV $2,500,065
    Fund first reported on Form ADVFundsFactS•••••••• P•••••• C•••••• F••• I• L•• • S••••• H•SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  9. Jul 1, 2022
    P•••••• M• A•••• joined Schedule A of S•••••••• P•••••• C••••••• L•• as Vice President
    Person joinedPeopleFactP•••••• M• A••••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  10. Apr 26, 2022
    A•••••• A•••••• R••• (Cco) no longer on Schedule A of S•••••••• P•••••• C••••••• L••
    Person leftPeopleInferenceA•••••• A•••••• R•••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  11. Apr 13, 2022
    S•••••••• P•••••• C•••••• F••• I• L•• • S••••• D• first reported on Form ADV by S•••••••• P•••••• C••••••• L•• (Venture Capital Fund), GAV $5,577,800
    Fund first reported on Form ADVFundsFactS•••••••• P•••••• C•••••• F••• I• L•• • S••••• D•SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  12. Apr 13, 2022
    S•••••••• P•••••• C•••••• F••• I• L•• • S••••• D•• first reported on Form ADV by S•••••••• P•••••• C••••••• L•• (Venture Capital Fund), GAV $5,465,000
    Fund first reported on Form ADVFundsFactS•••••••• P•••••• C•••••• F••• I• L•• • S••••• D••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  13. Apr 13, 2022
    S•••••••• P•••••• C•••••• F••• I• L•• • S••••• C• first reported on Form ADV by S•••••••• P•••••• C••••••• L•• (Venture Capital Fund), GAV $7,554,145
    Fund first reported on Form ADVFundsFactS•••••••• P•••••• C•••••• F••• I• L•• • S••••• C•SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  14. Apr 13, 2022
    S•••••••• P•••••• C•••••• F••• I• L•• • S••••• M• first reported on Form ADV by S•••••••• P•••••• C••••••• L•• (Venture Capital Fund), GAV $21,051,735
    Fund first reported on Form ADVFundsFactS•••••••• P•••••• C•••••• F••• I• L•• • S••••• M•SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  15. Apr 13, 2022
    S•••••••• P•••••• C•••••• F••• I• L•• • S••••• S• first reported on Form ADV by S•••••••• P•••••• C••••••• L•• (Venture Capital Fund), GAV $3,040,950
    Fund first reported on Form ADVFundsFactS•••••••• P•••••• C•••••• F••• I• L•• • S••••• S•SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  16. Apr 13, 2022
    S•••••••• P•••••• C•••••• F••• I• L•• • S••••• C• first reported on Form ADV by S•••••••• P•••••• C••••••• L•• (Venture Capital Fund), GAV $5,094,420
    Fund first reported on Form ADVFundsFactS•••••••• P•••••• C•••••• F••• I• L•• • S••••• C•SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  17. Apr 13, 2022
    S•••••••• P•••••• C•••••• F••• I• L•• • S••••• Y• first reported on Form ADV by S•••••••• P•••••• C••••••• L•• (Venture Capital Fund), GAV $6,139,406
    Fund first reported on Form ADVFundsFactS•••••••• P•••••• C•••••• F••• I• L•• • S••••• Y•SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  18. Apr 13, 2022
    S•••••••• P•••••• C•••••• F••• I• L•• • S••••• B• first reported on Form ADV by S•••••••• P•••••• C••••••• L•• (P•••••• Equity Fund), GAV $9,827,389
    Fund first reported on Form ADVFundsFactS•••••••• P•••••• C•••••• F••• I• L•• • S••••• B•SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  19. Apr 13, 2022
    S•••••••• P•••••• C•••••• F••• I• L•• • S••••• K• first reported on Form ADV by S•••••••• P•••••• C••••••• L•• (Venture Capital Fund), GAV $12,238,786
    Fund first reported on Form ADVFundsFactS•••••••• P•••••• C•••••• F••• I• L•• • S••••• K•SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  20. Apr 13, 2022
    S•••••••• P•••••• C•••••• F••• I• L•• • S••••• Z• first reported on Form ADV by S•••••••• P•••••• C••••••• L•• (Venture Capital Fund), GAV $8,026,337
    Fund first reported on Form ADVFundsFactS•••••••• P•••••• C•••••• F••• I• L•• • S••••• Z•SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  21. Apr 13, 2022
    S•••••••• P•••••• C•••••• F••• I• L•• • S••••• E• first reported on Form ADV by S•••••••• P•••••• C••••••• L•• (Venture Capital Fund), GAV $39,754,828
    Fund first reported on Form ADVFundsFactS•••••••• P•••••• C•••••• F••• I• L•• • S••••• E•SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  22. Apr 13, 2022
    S•••••••• P•••••• C•••••• F••• I• L•• • S••••• W• first reported on Form ADV by S•••••••• P•••••• C••••••• L•• (Venture Capital Fund), GAV $9,109,957
    Fund first reported on Form ADVFundsFactS•••••••• P•••••• C•••••• F••• I• L•• • S••••• W•SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  23. Apr 13, 2022
    S•••••••• P•••••• C•••••• F••• I• L•• • S••••• X• first reported on Form ADV by S•••••••• P•••••• C••••••• L•• (Venture Capital Fund), GAV $14,872,065
    Fund first reported on Form ADVFundsFactS•••••••• P•••••• C•••••• F••• I• L•• • S••••• X•SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  24. Apr 13, 2022
    S•••••••• P•••••• C•••••• F••• I• L•• • S••••• Q• first reported on Form ADV by S•••••••• P•••••• C••••••• L•• (P•••••• Equity Fund), GAV $9,850,041
    Fund first reported on Form ADVFundsFactS•••••••• P•••••• C•••••• F••• I• L•• • S••••• Q•SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  25. Apr 13, 2022
    S•••••••• P•••••• C•••••• F••• I• L•• • S••••• U• first reported on Form ADV by S•••••••• P•••••• C••••••• L•• (Venture Capital Fund), GAV $26,471,259
    Fund first reported on Form ADVFundsFactS•••••••• P•••••• C•••••• F••• I• L•• • S••••• U•SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  26. Apr 13, 2022
    S•••••••• P•••••• C•••••• F••• I• L•• • S••••• C•• first reported on Form ADV by S•••••••• P•••••• C••••••• L•• (Venture Capital Fund), GAV $5,083,739
    Fund first reported on Form ADVFundsFactS•••••••• P•••••• C•••••• F••• I• L•• • S••••• C••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  27. Apr 13, 2022
    S•••••••• P•••••• C•••••• F••• I• L•• • S••••• X• first reported on Form ADV by S•••••••• P•••••• C••••••• L•• (Venture Capital Fund), GAV $6,538,904
    Fund first reported on Form ADVFundsFactS•••••••• P•••••• C•••••• F••• I• L•• • S••••• X•SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  28. Apr 13, 2022
    E••• P••• D••••••• (Chief Compliance Officer) no longer on Schedule A of S•••••••• P•••••• C••••••• L••
    Person leftPeopleInferenceE••• P••• D•••••••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  29. Apr 13, 2022
    S•••••••• P•••••• C•••••• F••• I• L•• • S••••• Y• first reported on Form ADV by S•••••••• P•••••• C••••••• L•• (Venture Capital Fund), GAV $5,603,506
    Fund first reported on Form ADVFundsFactS•••••••• P•••••• C•••••• F••• I• L•• • S••••• Y•SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  30. Apr 13, 2022
    S•••••••• P•••••• C•••••• F••• I• L•• • S••••• B•• first reported on Form ADV by S•••••••• P•••••• C••••••• L•• (P•••••• Equity Fund), GAV $9,897,326
    Fund first reported on Form ADVFundsFactS•••••••• P•••••• C•••••• F••• I• L•• • S••••• B••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  31. Apr 13, 2022
    S•••••••• P•••••• C•••••• F••• I• L•• • S••••• V• first reported on Form ADV by S•••••••• P•••••• C••••••• L•• (Venture Capital Fund), GAV $22,767,725
    Fund first reported on Form ADVFundsFactS•••••••• P•••••• C•••••• F••• I• L•• • S••••• V•SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  32. Apr 13, 2022
    S•••••••• P•••••• C•••••• F••• I• L•• • S••••• Q• first reported on Form ADV by S•••••••• P•••••• C••••••• L•• (P•••••• Equity Fund), GAV $9,225,262
    Fund first reported on Form ADVFundsFactS•••••••• P•••••• C•••••• F••• I• L•• • S••••• Q•SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  33. Apr 13, 2022
    S•••••••• P•••••• C•••••• F••• I• L•• • S••••• A• first reported on Form ADV by S•••••••• P•••••• C••••••• L•• (Venture Capital Fund), GAV $11,373,515
    Fund first reported on Form ADVFundsFactS•••••••• P•••••• C•••••• F••• I• L•• • S••••• A•SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  34. Apr 13, 2022
    S•••••••• P•••••• C•••••• F••• I• L•• • S••••• A•• first reported on Form ADV by S•••••••• P•••••• C••••••• L•• (Venture Capital Fund), GAV $11,973,810
    Fund first reported on Form ADVFundsFactS•••••••• P•••••• C•••••• F••• I• L•• • S••••• A••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  35. Apr 13, 2022
    S•••••••• P•••••• C•••••• F••• I• L•• • S••••• F• first reported on Form ADV by S•••••••• P•••••• C••••••• L•• (Venture Capital Fund), GAV $2,457,373
    Fund first reported on Form ADVFundsFactS•••••••• P•••••• C•••••• F••• I• L•• • S••••• F•SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  36. Apr 13, 2022
    S•••••••• P•••••• C•••••• F••• I• L•• • S••••• L• first reported on Form ADV by S•••••••• P•••••• C••••••• L•• (Venture Capital Fund), GAV $7,890,582
    Fund first reported on Form ADVFundsFactS•••••••• P•••••• C•••••• F••• I• L•• • S••••• L•SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  37. Apr 13, 2022
    S•••••••• P•••••• C•••••• F••• I• L•• • S••••• R• first reported on Form ADV by S•••••••• P•••••• C••••••• L•• (Venture Capital Fund), GAV $7,321,471
    Fund first reported on Form ADVFundsFactS•••••••• P•••••• C•••••• F••• I• L•• • S••••• R•SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  38. Apr 13, 2022
    S•••••••• P•••••• C•••••• F••• I• L•• • S••••• Z• first reported on Form ADV by S•••••••• P•••••• C••••••• L•• (Venture Capital Fund), GAV $9,118,514
    Fund first reported on Form ADVFundsFactS•••••••• P•••••• C•••••• F••• I• L•• • S••••• Z•SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  39. Apr 13, 2022
    S•••••••• P•••••• C•••••• F••• I• L•• • S••••• a• first reported on Form ADV by S•••••••• P•••••• C••••••• L•• (Venture Capital Fund), GAV $16,540,976
    Fund first reported on Form ADVFundsFactS•••••••• P•••••• C•••••• F••• I• L•• • S••••• a•SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  40. Apr 13, 2022
    S•••••••• P•••••• C•••••• F••• I• L•• • S••••• G• first reported on Form ADV by S•••••••• P•••••• C••••••• L•• (Venture Capital Fund), GAV $11,904,485
    Fund first reported on Form ADVFundsFactS•••••••• P•••••• C•••••• F••• I• L•• • S••••• G•SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  41. Apr 13, 2022
    S•••••••• P•••••• C•••••• F••• I• L•• • S••••• B• first reported on Form ADV by S•••••••• P•••••• C••••••• L•• (Venture Capital Fund), GAV $4,280,927
    Fund first reported on Form ADVFundsFactS•••••••• P•••••• C•••••• F••• I• L•• • S••••• B•SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  42. Apr 13, 2022
    S•••••••• P•••••• C•••••• F••• I• L•• • S••••• D• first reported on Form ADV by S•••••••• P•••••• C••••••• L•• (Venture Capital Fund), GAV $10,821,241
    Fund first reported on Form ADVFundsFactS•••••••• P•••••• C•••••• F••• I• L•• • S••••• D•SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  43. Apr 1, 2022
    F••••••• A••••••• joined Schedule A of S•••••••• P•••••• C••••••• L•• as Cco
    Person joinedPeopleFactF••••••• A•••••••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  44. Apr 1, 2022
    A•••••• A•••••• R••• joined Schedule A of S•••••••• P•••••• C••••••• L•• as Cco
    Person joinedPeopleFactA•••••• A•••••• R•••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  45. Mar 31, 2021
    J•••• R••• Z•••••••• (Vice President) no longer on Schedule A of S•••••••• P•••••• C••••••• L••
    Person leftPeopleInferenceJ•••• R••• Z••••••••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  46. Jan 1, 2019
    E••• P••• D••••••• joined Schedule A of S•••••••• P•••••• C••••••• L•• as Chief Compliance Officer
    Person joinedPeopleFactE••• P••• D•••••••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  47. Sep 11, 2017
    S•••••••• P•••••• C•••••• F••• I• L•• • S••••• F•••• first reported on Form ADV by S•••••••• P•••••• C••••••• L•• (Venture Capital Fund), GAV $27,142,775
    Fund first reported on Form ADVFundsFactS•••••••• P•••••• C•••••• F••• I• L•• • S••••• F••••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  48. Sep 11, 2017
    S•••••••• P•••••• C••••••• L•• first filed Form ADV (IA)
    First SEC adviser filingOrganizationFactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Classification history
  1. Sep 15, 2026
    Institutional venture firm (probable, 80%, cls-1)
    venture manager, reported GAV $389M across 39 vehicles
  2. Sep 12, 2026
    Institutional venture firm (probable, 80%, cls-1)
    venture manager, reported GAV $363M across 36 vehicles
Evidence
37 observations from 2 sources
Every observation behind this profile, with its source, date and class
FactValueEffectiveClassSource
SEC adviser typeregistered_investment_adviserOct 1, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
First Form ADV filing2017-09-11Oct 1, 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 filing2024-10-01Oct 1, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Venture share of reported funds1Oct 1, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Business phone••• LockedOct 1, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Contact page urlhttps://s•••••••••.com/
“contact page linked from the home page”
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 14, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Employees4Oct 1, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
HeadquartersBirmingham, MIOct 1, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Office address••• LockedOct 1, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Private funds reported39Oct 1, 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)$389MOct 1, 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)$389MOct 1, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Team pagehttps://s•••••••••.com/
“27 name/title pairs read”
Sep 16, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Team pagehttps://s•••••••••.com/
“23 name/title pairs read”
Sep 14, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Venture funds reported39Oct 1, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
WebsiteHTTPS://w••.s•••••••••.comOct 1, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Site titleHome - S•••••••• Wealth
“title tag”
Sep 16, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Site titleHome - S•••••••• Wealth
“title tag”
Sep 14, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)