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Firms / B•••••• C••••••

B•••••• C••••••

Institutional venture firmCharlevoix, MIb•••••••••.comSEC venture capital fund adviser

••• Locked

venture manager, reported GAV $187M across 10 vehicles

Importance
33
moderate
Active deployment
25
moderate
Emerging
0
low
Completeness
63
high
Freshness
97
high
Research priority
13
low
Identity and regulatory footprint
Office address
••• Lockeda•••••••••.s••.gov
Business phone
••• Lockeda•••••••••.s••.gov
SEC adviser type
exempt reporting advisera•••••••••.s••.gov
SEC exemption claimed
venture capital fund advisera•••••••••.s••.govItem 2.B(1): advises solely venture capital funds
Latest Form ADV
Mar 31, 2026
Private funds reported
10 (10 venture capital funds)a•••••••••.s••.gov
Private fund gross assets
$226Ma•••••••••.s••.govreported GAV of the funds, the adviser's own number; not fund size, not dry powder
Owners on Schedule A
B•••••• V••••••• I•• L•••• (General Partner), NA; B•••••• V••••••• I••• L•••• (General Partner), NA; B•••••• V••••••• I•••••• L••••• (General Partner), NA; B•••••• V••••••• V• L••••• (General Partner), NA
business email
••• Lockedb•••••••••.compublished by the subject
business phone
••• Lockeda•••••••••.s••.govpublished by the subject
business phone
••• Lockeda•••••••••.s••.govpublished by the subject
Stated thesis versus observed behaviour
no observed deals yet
Stated (the firm’s website)
Sectors
healthcare
Stages
not stated or not yet read
Geography
united states
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
10 reported, 2 no longer reported
VehicleTypeVintageLifecycleReported GAVOwnersForm D soldLatest Form D
B•••••• V• A•• G• S•• I•• L••SPV or co-invest vehicle2024 form d first saleFundraisingunknownunknown$10.0MNov 7, 2025
B•••••• V• A•• G• S••• L••SPV or co-invest vehicle2023 adv first reportedActive deployment$6.2M
Oct 28, 2024
0$0
of $6.1M
Dec 15, 2022
B•••••• V••••••• V• L•••Fund2021 form d first saleMature$106M
Oct 28, 2024
132$78.5MDec 2, 2022
B•••••• V••••••• V••• L•••Feeder or parallel2021 form d first saleMature$16.1M
Oct 28, 2024
20$10.2MDec 2, 2022
B•• I••••• A•• S•• L••SPV or co-invest vehicle2020 adv first reportedMature$1.0M
Oct 28, 2024
2$0
of $993,236
Mar 15, 2019
B•••••• V••••••• I•••••• L•Fund2019 adv first reportedMature$28.9M
Oct 28, 2024
70$0
of $20.0M
Jun 11, 2018
B•••••• V••••••• I••• L•Fund2013 form d first saleHarvest$25.0M
Oct 28, 2024
70$67.7M
of $100M
Sep 16, 2015
B•••••• V••••••• I•• L•FundunknownUnknown$3.3M
Oct 28, 2024
25unknownunknown
B•••••• V••••••• I•••• L•Feeder or parallelunknownUnknown$656,942
Oct 28, 2024
13unknownunknown
B•••••• F••• V• M•• S•• I• L••SPV or co-invest vehicleunknownFundraisingunknownunknown$0Sep 4, 2025
B••••••• P•••••• E••••• F•••• L••FundunknownWound down$5.9M
Apr 1, 2015
60unknownunknown
B••••••• P•••••• E••••• F••• F•• L••FundunknownWound down$0
Apr 1, 2015
2unknownunknown
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
10 current, 4 departed
4 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
17 dated events
  1. Mar 23, 2023
  2. Mar 31, 2022
  3. Mar 31, 2022
  4. Mar 31, 2022
  5. Mar 31, 2022
  6. Mar 30, 2020
  7. Mar 29, 2019
  8. Mar 29, 2019
  9. Mar 27, 2018
  10. Mar 29, 2016
  11. Mar 29, 2016
  12. Mar 27, 2014
  13. Sep 26, 2012
  14. Sep 26, 2012
  15. Sep 26, 2012
  16. Sep 26, 2012
  17. Sep 26, 2012
Classification history
  1. Sep 12, 2026
    Institutional venture firm (confirmed, 95%, cls-1)
    venture manager, reported GAV $187M across 10 vehicles
  2. Sep 12, 2026
    Institutional venture firm (confirmed, 95%, cls-1)
    venture manager, reported GAV $187M across 8 vehicles
Evidence
55 observations from 3 sources
Every observation behind this profile, with its source, date and class
FactValueEffectiveClassSource
Why admittedvc_exemption,vc_funds_reportedMar 31, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
SEC exemption claimedventure_capital_fund_adviserMar 31, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
SEC exemption claimedventure_capital_fund_adviserOct 28, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
SEC adviser typeexempt_reporting_adviserMar 31, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
SEC adviser typeexempt_reporting_adviserOct 28, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
First Form ADV filing2012-09-26Oct 28, 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 filing2026-03-31Mar 31, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Latest Form ADV filing2024-10-28Oct 28, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
SEC statusERA - ActiveMar 31, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
SEC status effective2012-09-26Mar 31, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Venture share of reported funds1Oct 28, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Business phone••• LockedMar 31, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Business phone••• LockedOct 28, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Contact page url••• Locked
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Sep 16, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Description••• Locked
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Sep 16, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Description••• Locked
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Sep 15, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
HeadquartersCharlevoix, MIMar 31, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
HeadquartersCharlevoix, MIOct 28, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Office address••• LockedMar 31, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Office address••• LockedOct 28, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Legal formLimited Liability CompanyMar 31, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Legal formLimited Liability CompanyOct 28, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Portfolio page••• Locked
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Sep 16, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Portfolio page••• Locked
••• Locked
Sep 15, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Private funds reported10Mar 31, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Private funds reported8Oct 28, 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)$226MMar 31, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Private fund gross assets (reported)$187MOct 28, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Stated geographyunited states
geography words on the home page
Sep 16, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Stated geographyunited states
geography words on the home page
Sep 15, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Stated sectorshealthcare
sector words on the home page
Sep 16, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Stated sectorshealthcare
sector words on the home page
Sep 15, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Team page••• Locked
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Sep 16, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Team page••• Locked
••• Locked
Sep 15, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Venture funds reported10Mar 31, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Venture funds reported8Oct 28, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Website••• Locked
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Sep 12, 2026FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Website••• LockedOct 28, 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 15, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)