Catalio Capital Management, LP logo

Catalio Capital Management, LP

Multi-stage venture firmSEC-registered adviserClassification probable· New York, New Yorkcataliocapital.com

Catalio Capital Management was created by George Petrocheilos and Dr. Jacob Vogelstein to invest in breakthrough biomedical technology companies created or referred by Catalio Capital Management, an elite group of world-renowned, serial scientist-entrepreneurs.

In the firm's own words, from its website.

Reported fund assets
$1.3B
sum of its funds' Form ADV filings, last 30 months
New companies, 12 mo
3
Investment team
62
Latest vintage
2026
Contact decision makers
More
Ask DFX about thisView relationshipsFind contactsInvestments (103)Team (86)Funds
As of · the latest observation of this organization; filed figures are as of its latest Form ADV

82 additional team members, 45 additional co-investors and affiliates, 128 additional investments, funds and LPs, 35 events, 65 verified contacts (37 professional url, 27 published business email, 1 firm phone)

Every relationship, signal and contact on this record, with the source on each.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

What matters now

  1. 10 vehicles
    on Form D, 18 months

    $515M reported sold so far.

    A Form D is filed when a vehicle takes its first money, so these are open to LPs now.

    FactSEC Form D filingsFor LPs, fund-of-funds, placement agentsVehicles →
  2. 3 companies
    new in 12 months

    3 new companies in the last 12 months.

    A firm writing cheques this quarter is one a founder can pitch now.

    Factfunding announcements, Form D, the firm's portfolio pageFor Founders, co-investorsInvestments →
  3. 7 companies
    portfolio raising

    7 portfolio companies have new financing on record in 6 months without this firm named on the round; the latest on 13 Aug 2026 ($12.7M sold on Form D).

    A portfolio company raising again is a follow-on decision for the firm and a co-investment opening for others.

    FactSEC Form D filingsFor Co-investors, LPs, lendersInvestments →

People to know

View all people
  • George C. Petrocheilos
    Co-Founder & Managing Partner
    Why: Managing partner: runs the firm
    Profile
  • R. Jacob Vogelstein
    Co-Founder & Managing Partner
    Why: Managing partner: runs the firm
    No route on file yet
  • Isaac Ro
    Partner
    Why: Partner: part of the investment decision
    EmailProfile

Relationship network

276 connected entities15 observed rounds5 repeat counterparties2 dated rounds shown here, 2022 to 2025

From financing rounds and every investor named in them, Form ADV and Form D filings, the firm's funds and team, and disclosed LP commitments in the venture capital graph. A round's amount is the size of the round, not money that moved between two investors.

Some relationships on this record are counted rather than named here. They open with the full profile.

Click any name or line for the rounds and sources behind it. Line weight is rounds together; dashed lines are inferred.

What stands out
Reading the network
  • Sponsor
  • Company
  • Fund or vehicle
  • Person

Co-investors are read from the rounds: three or more shared rounds is a strong observed relationship, two a repeat co-investor, one a single round. Funds and people are structural. Nothing is scored that a reader cannot check.

Darker lines were active in the last 24 months or are current; lighter lines are older or undated.

How am I connected?

Name your firm, a company or a person, and DFX finds the published routes to Catalio Capital Management, LP: a shared portfolio company or board, a prior employer, a co-investor, a shared LP or service provider. Every step is a filed or published record with its source; none is a guess about who knows whom.

See how you connect to Catalio Capital Management, LP

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

Investing

103 companies on record, 3 new in 12 months
Investments on record
103 companies, 14 partner-attributed
CompanyRoundRolePartnerRound sizeThis investorDateSource
9amhealth Inc.portfolio listingunknownunknownunknownunknownSep 30, 2026Fact Firm website
Abridgeportfolio listingunknownunknownunknownunknownSep 30, 2026Fact Firm website
AdvanCellportfolio listingunknownunknownunknownunknownSep 30, 2026Fact Firm website
Stated thesis versus observed behaviour
117 observed deals
Stated (the firm’s website)
Sectors
ai, enterprise software, healthcare, biotech, medtech
Stages
multi stage
Geography
new york, washington dc
Check size
not stated; DFX does not estimate checks from round sizes
Observed (from deals on record)
Stage at participation
series a 50%series b 50%
Stage at first entry
series a 100%
Industries, each company once
Life sciences (11)Healthcare services (8)Hardware and deep tech, Software or Tech-enabled and IT services (3)
lead rate 50%follow-on rate 27%new companies, 12 months 3

Team

86 current, 1 departed
Decision makers
who to call first, and why; then everyone else by function
  • George C. Petrocheilos · Co-Founder & Managing Partner
    Why this person: Managing partner: runs the firm; Named with investment responsibility; Confirmed current on the firm's own site 2026-10-01
    LinkedIn or profile link on file (firm website, their bio on the firm's website), confirmed 2026-10-01, confidence 90%
  • R. Jacob Vogelstein · Co-Founder & Managing Partner
    Why this person: Managing partner: runs the firm; Named with investment responsibility
  • Isaac Ro · Partner
    Why this person: Partner: part of the investment decision; Named with investment responsibility; Confirmed current on the firm's own site 2026-10-01
    LinkedIn or profile link and work email on file (firm website, their bio on the firm's website), confirmed 2026-10-01, confidence 90%

Ranked by the role the firm or its filing states, a route on file and deals led. Every reason is read from the record, never inferred. 2 with a route on file. Routes are published by the person or the firm (their bio, the team page or a filing) and are revealed on a plan; data bought from a provider is never shown, and a route printed at a firm the person has since left is held back.

Investment team
86 current, 1 departed
1 departed (kept with end dates)
Contacts
27 published business email, 1 firm phone, 37 professional url

27 published business email, 1 firm phone, 37 professional url on record, each with its source. Values open with the complete profile.

Funds and LPs

27 vehicles, 0 LPs disclosed
Funds and vehicles
27 reported, 4 no longer reported
VehicleTypeVintageLifecycleReported GAVOwnersForm D soldLatest Form D
Catalio Genesis Fund X, LLCFund2026 form d first saleNewly closedunknownunknown$19.1M
of $19.1M
Apr 24, 2026
Catalio Access Fund VIII, LLCFund2026 form d first saleNewly closedunknownunknown$25.0M
of $25.0M
Apr 24, 2026
Catalio Access Fund IX, LLCFund2026 form d first saleNewly closedunknownunknown$17.3M
of $17.3M
Jul 8, 2026
Limited partners
0 LPs, 0 disclosed commitments
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.
Known LPs and allocators
1 relationship across the firm's funds, from public pensions and the allocator graph
AllocatorTypeFundAmountDateSource
Vinik Family FoundationFOUNDATIONCatalio Access Fund V, LLC$218,678
fair value on the foundation's return
reported as of Dec 31, 2024Fact IRS Form 990 / 990-PF e-file returns

Relationships across DFX

77 co-investors · on 5 other DFX graphs
Co-investors
77 counted from shared deals, for the whole firm
Across DFX and the capital chainon 5 other DFX graphs · 3 capital paths Show
Across DFX
  • Sponsor-market profile (matched by same CRD)
  • The same institution is held on RIA and Wealth, Allocators, Independent Sponsors, Private Credit, Private Equity, matched by identifier. See which records
Across the graphs

Catalio Capital Management, LP is the same institution as 5 records in RIA and Wealth, Allocators, Independent Sponsors, Private Credit and Private Equity.

RIA and Wealth1Allocators1Independent Sponsors1Private Credit1Private Equity1

DFX found 5 relationships across 5 datasets

Which record it is in each graph, what it is called there, and how the two were matched.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

Checking your plan…

Capital chain

Catalio Capital Management, LP sits on 3 traced paths of capital across the graphs.

Allocator commitments to a manager

DFX traced 3 paths of capital through this record

Every record on each path, what it committed or lent, and as of when.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.

Checking your plan…

Evidence and history

40 dated events, 71 observations from 4 sources
Timeline
40 dated events
  1. Sep 30, 2026
    Catalio Capital Management, LP is deploying faster: 4 dated deals in the 90 days to 2026-09-30 against about 1.5 at its rate over the previous 12 months
    Deployment pace changedderived signalInferenceno URL
  2. seen on or beforeSep 15, 2026
    Elektrofi M&A: acquired (acquirer not named) on or before 2026-09-15 (no date published), per Catalio Capital Management, LP's portfolio page
    AcquiredExitsFactElektrofi M&AFirm website
  3. seen on or beforeSep 15, 2026
    Paige AI M&A: acquired (acquirer not named) on or before 2026-09-15 (no date published), per Catalio Capital Management, LP's portfolio page
    AcquiredExitsFactPaige AI M&AFirm website
  4. seen on or beforeSep 15, 2026
    LifeSprout, Inc. M&A: acquired (acquirer not named) on or before 2026-09-15 (no date published), per Catalio Capital Management, LP's portfolio page
    AcquiredExitsFactLifeSprout, Inc. M&AFirm website
  5. seen on or beforeSep 15, 2026
    Perfuse Therapeutics M&A in: acquired (acquirer not named) on or before 2026-09-15 (no date published), per Catalio Capital Management, LP's portfolio page
    AcquiredExitsFactPerfuse Therapeutics M&A inFirm website
Identity and regulatory footprint
Address, phone, Form ADV filing and ownersForm ADV filed Mar 31, 2026 · 23 private fundsShow
Headquarters
New York, NYadviserinfo.sec.gov
Office address
unknownadviserinfo.sec.gov
Business phone
unknownadviserinfo.sec.gov
Website
cataliocapital.com
SEC adviser type
Registered investment adviseradviserinfo.sec.gov
SEC exemption claimed
unknown
Latest Form ADV
Mar 31, 2026
Private funds reported
23 (14 venture capital funds)adviserinfo.sec.gov
Private fund gross assets, adviser total
$1.4Badviserinfo.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
30
Owners on Schedule A
Stonebird Partners, LP (Limited Partner), owns 50% to 75%; KKR Catalina Holdings L.P. (Limited Partner), owns 25% to 50%; KKR Group Assets GP II LLC (General Partner)
Classification history
Every classification this record has carried3 on recordShow
  1. Sep 23, 2026
    Multi-stage venture firm (probable, 80%)
    Both early and growth/opportunity families, reported GAV $1.3B
  2. Sep 15, 2026
    Multi-stage venture firm (probable, 80%)
    Both early and growth/opportunity families, reported GAV $905M
  3. Sep 12, 2026
    Multi-stage venture firm (probable, 80%)
    Both early and growth/opportunity families, reported GAV $754M
Evidence
79 observations from 4 sources
Every observation behind this profile, with its source, date and class
FactValueEffectiveClassSource
Why admittedVC funds reportedMar 31, 2026FactForm ADV
SEC adviser typeRegistered investment adviserMar 31, 2026FactForm ADV
SEC adviser typeRegistered investment adviserMar 31, 2026FactForm ADV
SEC adviser typeRegistered investment adviserMar 26, 2024FactForm ADV
First Form ADV filing2020-09-02Mar 31, 2026FactForm ADV
First Form ADV filing2020-09-02Mar 26, 2024FactForm ADV
Adv history loadedadv-hist-1+panel:2026-09-29Sep 30, 2026FactForm ADV
Adv history loadedadv-hist-1+panel:2026-09-25Sep 26, 2026FactForm ADV
Adv history loadedadv-hist-1+panel:2026-09-23Sep 24, 2026FactForm ADV
Adv history loadedadv-hist-1+panel:2026-09-21Sep 23, 2026FactForm ADV
Adv history loadedadv-hist-1+panel:2026-09-22Sep 23, 2026FactForm ADV
Adv history loadedadv-hist-1Sep 12, 2026FactForm ADV
Latest Form ADV filing2026-03-31Mar 31, 2026FactForm ADV
Latest Form ADV filing2026-03-31Mar 31, 2026FactForm ADV
Latest Form ADV filing2024-03-26Mar 26, 2024FactForm ADV
SEC statusApprovedMar 31, 2026FactForm ADV
SEC status effective2021-07-30Mar 31, 2026FactForm ADV
Venture share of reported funds1Mar 31, 2026FactForm ADV
Venture share of reported funds1Mar 26, 2024FactForm ADV
Business phoneMar 31, 2026FactForm ADV
Business phoneMar 26, 2024FactForm ADV
Contact page urlSep 30, 2026Factno URL
Contact page urlSep 16, 2026Factno URL
DescriptionSep 30, 2026Factno URL
DescriptionSep 16, 2026Factno URL
DescriptionSep 15, 2026Factno URL
Employees30Mar 31, 2026FactForm ADV
Employees35Mar 26, 2024FactForm ADV
HeadquartersNew York, NYMar 31, 2026FactForm ADV
HeadquartersNew York, NYMar 26, 2024FactForm ADV
Office addressMar 31, 2026FactForm ADV
Office addressMar 26, 2024FactForm ADV
Legal formMar 31, 2026FactForm ADV
Other funds reported5Mar 31, 2026FactForm ADV
PE funds reported3Mar 31, 2026FactForm ADV
Portfolio pageSep 30, 2026Factno URL
Portfolio pageSep 16, 2026Factno URL
Portfolio pageSep 15, 2026Factno URL
Private funds reported23Mar 31, 2026FactForm ADV
Private funds reported23Mar 31, 2026FactForm ADV
Private funds reported15Mar 26, 2024FactForm ADV
Private fund gross assets (reported)$1.4BMar 31, 2026FactForm ADV
Private fund gross assets (reported)$1.4BMar 31, 2026FactForm ADV
Private fund gross assets (reported)$1.0BMar 26, 2024FactForm ADV
Regulatory AUM (adviser, not fund size)$2.2BMar 31, 2026FactForm ADV
Regulatory AUM (adviser, not fund size)$1.1BMar 26, 2024FactForm ADV
Schedule a diffsadiff-1Mar 31, 2026FactForm ADV
Stated geographynew york, washington dc
“geography words on the home page”
Sep 30, 2026Factno URL
Stated geographynew york, washington dc
“geography words on the home page”
Sep 16, 2026Factno URL
Stated geographynew york, washington dc
“geography words on the home page”
Sep 15, 2026Factno URL
Stated sectorsAI, enterprise software, healthcare, biotech, medtech
“sector words on the home page”
Sep 30, 2026Factno URL
Stated sectorsAI, enterprise software, healthcare, biotech, medtech
“sector words on the home page”
Sep 16, 2026Factno URL
Stated sectorsAI, enterprise software, healthcare, biotech, medtech
“sector words on the home page”
Sep 15, 2026Factno URL
Stated stagesMulti stage
“stage words on the home page”
Sep 30, 2026Factno URL
Stated stagesMulti stage
“stage words on the home page”
Sep 16, 2026Factno URL
Stated stagesMulti stage
“stage words on the home page”
Sep 15, 2026Factno URL
Team pageSep 30, 2026Factno URL
Team pageSep 16, 2026Factno URL
Team pageSep 15, 2026Factno URL
Venture funds reported14Mar 31, 2026FactForm ADV
Venture funds reported14Mar 31, 2026FactForm ADV
Venture funds reported9Mar 26, 2024FactForm ADV
WebsiteMar 26, 2024FactForm ADV
Site titleSep 30, 2026Factno URL
Site titleSep 16, 2026Factno URL
Site titleSep 15, 2026Factno URL
How this is scored
Scores, classification basis and filing advisersMulti-stage venture firm, probableShow
Importance
79
high
Active deployment
48
elevated
Emerging
0
low
Freshness
100
high
Multi-stage venture firm · probableSEC registered investment adviser

Both early and growth/opportunity families, reported GAV $1.3B

The inputs behind each score
importance
gav: $1 · funds: 1 · people: 1 · investments: 0.77 · co investors: 0.76
active deployment
investments 12m: 0.75 · fund raising 18m: 0 · people joined 12m: 0 · vintage within 3y: 1 · latest investment at: 2026-09-23
emerging manager
fund count: 32 · reported gav: $1.3B · first adv filing: 2020-09-02 · years since first filing: 6.1

Fits, record history and connections

scored matches for this investor, every identity change, every edge

Fits

13 scored matches, best firstas of
  • score 42.1confidence 90%
    Why: stage fit; activity; cap table
  • score 41.7confidence 100%
    Why: sector fit; geography fit; activity; analogous
    Watch: adjacent portfolio
  • score 41.4confidence 100%
    Why: sector fit; geography fit; activity; analogous
    Watch: adjacent portfolio

+10 more scored matches

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

Scored by DFX match engines from the record's observed portfolio, stage, geography and recent activity. A fit is a reason to look, not a mandate; the blockers say what the model could not confirm. Names and the evidence sentences show with the names on this page.

Record history

3 identity changes, 1 dated event on the change ledger, latest event first
  • Fund refused
    2026-09-14
  • Fund refused
    2026-09-14
  • Merged in
    2026-09-14

+1 more change on this record's ledger

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.