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Firms / P••••••••• C•••••• M••••••••• I•••

P••••••••• C•••••• M••••••••• I•••

Private equity with venture activity · probableChagrin Falls, OHp•••••••••.comSEC registered investment adviser

The owner of this domain has not yet uploaded their website.

registered adviser; venture funds are 0% of 17 private funds

Importance
12
low
Active deployment
0
low
Emerging
0
low
Completeness
44
elevated
Freshness
98
high
Research priority
4
low
Identity and regulatory footprint
Headquarters
Chagrin Falls, OHadviserinfo.sec.gov
Office address
57 E. WASHINGTON STREET, Chagrin Falls, OH, 44022adviserinfo.sec.gov
Business phone
440-528-0333adviserinfo.sec.gov
Website
p•••••••••.com
SEC adviser type
registered investment adviseradviserinfo.sec.gov
SEC exemption claimed
unknown
Latest Form ADV
Mar 29, 2024
Private funds reported
17 (0 venture capital funds)adviserinfo.sec.gov
Private fund gross assets
$6.3Badviserinfo.sec.govreported GAV of the funds, the adviser's own number; not fund size, not dry powder
Regulatory AUM
$6.5Bthe adviser's RAUM, a regulatory measure, never a fund size
Employees
33
business phone
440-528-0333adviserinfo.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
3 reported, 2 no longer reported
VehicleTypeVintageLifecycleReported GAVOwnersForm D soldLatest Form D
P••••••••• C•••••• F••• I• Q•• L•Feeder or parallel · ADV: Private Equity Fund2013 form d first saleHarvest$30.2M
Mar 29, 2024
78$111MOct 25, 2013
P••••••••• C•••••• F••• I•• L•Fund · ADV: Private Equity Fund2013 form d first saleHarvest$4.3M
Mar 29, 2024
62$15.8MOct 25, 2013
P••••••••• C•••••• T•••••• T•••• F•••• L•Fund · ADV: Private Equity FundunknownUnknown$3.0M
Mar 29, 2024
73unknownunknown
P••••••••• C•••••• F•••• L•Fund · ADV: Private Equity FundunknownWound down$3.4M
Mar 30, 2016
42unknownunknown
P••••••••• C•••••• F•••••••• I••••••••• F•••• L•Fund · ADV: Private Equity FundunknownWound down$4,713
Oct 14, 2022
1unknownunknown
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
4 current, 8 departed
F• H••••• M•••••
Co-President And Shareholder · since Jul 1, 2003
Founder or executive
FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
R••• D•••• L•••••
Co-President And Shareholder · since May 1, 2011
Founder or executive
FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
C•••••• L••• D••••••
Chief Operating Officer And Chief Compliance Officer · since Jul 1, 2010
Platform and operations
FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
J••••• A•••••• S•••
Chief Financial Officer · since May 1, 2023
Platform and operations
FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
8 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
21 dated events
  1. Jun 8, 2023
    M•••••• R•• J•••••• (Chief Financial Officer) no longer on Schedule A of P••••••••• C•••••• M••••••••• I•••
    Person leftPeopleInferenceM•••••• R•• J••••••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  2. May 1, 2023
    J••••• A•••••• S••• joined Schedule A of P••••••••• C•••••• M••••••••• I••• as Chief Financial Officer
    Person joinedPeopleFactJ••••• A•••••• S•••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  3. Mar 31, 2023
    P••••••••• C•••••• F•••••••• I••••••••• F•••• L• no longer reported on Form ADV by P••••••••• C•••••• M••••••••• I•••
    Fund no longer reportedFundsInferenceP••••••••• C•••••• F•••••••• I••••••••• F•••• L•SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  4. Oct 1, 2019
    M•••••• R•• J•••••• joined Schedule A of P••••••••• C•••••• M••••••••• I••• as Chief Financial Officer
    Person joinedPeopleFactM•••••• R•• J••••••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  5. Mar 29, 2018
    J••• J••••• R•••••• (Limited Partner Of P••••••••• Capital Fv Lp & P••••••••• Capital Fvi Lp) no longer on Schedule A of P••••••••• C•••••• M••••••••• I•••
    Person leftPeopleInferenceJ••• J••••• R••••••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  6. Mar 29, 2018
    K•••• J•••• M•••••• (Limited Partner Of P••••••••• Capital Fif, Lp & P••••••••• Capital Ttf, Lp (Relying Advisers)) no longer on Schedule A of P••••••••• C•••••• M••••••••• I•••
    Person leftPeopleInferenceK•••• J•••• M••••••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  7. Mar 29, 2018
    J•••••• J••• M••••• (Limited Partner Of Pepertree Capital ("Pc") Fif Lp, Pc Ttf Lp, Pv Fiv Lp & Pc Fv Lp (Relying Advisers)) no longer on Schedule A of P••••••••• C•••••• M••••••••• I•••
    Person leftPeopleInferenceJ•••••• J••• M•••••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  8. Mar 29, 2018
    J•••••• A•••• H••••• (Limited Partner Of P••••••••• Capital Fif Lp, And P••••••••• Capital Ttf Lp (Relying Advisers)) no longer on Schedule A of P••••••••• C•••••• M••••••••• I•••
    Person leftPeopleInferenceJ•••••• A•••• H•••••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  9. Mar 29, 2018
    D••••• W••••• (Limited Partner Of P••••••••• Capital Fvi Lp) no longer on Schedule A of P••••••••• C•••••• M••••••••• I•••
    Person leftPeopleInferenceD••••• W•••••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  10. Mar 30, 2017
    R••••• W•••• S••••• (Limited Partner P••••••••• Capital, Lp (Relying Adviser)) no longer on Schedule A of P••••••••• C•••••• M••••••••• I•••
    Person leftPeopleInferenceR••••• W•••• S•••••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  11. Mar 30, 2017
    P••••••••• C•••••• F•••• L• no longer reported on Form ADV by P••••••••• C•••••• M••••••••• I•••
    Fund no longer reportedFundsInferenceP••••••••• C•••••• F•••• L•SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  12. Sep 1, 2016
    J••• J••••• R•••••• joined Schedule A of P••••••••• C•••••• M••••••••• I••• as Limited Partner Of P••••••••• Capital Fv Lp & P••••••••• Capital Fvi Lp
    Person joinedPeopleFactJ••• J••••• R••••••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  13. Apr 1, 2016
    D••••• W••••• joined Schedule A of P••••••••• C•••••• M••••••••• I••• as Limited Partner Of P••••••••• Capital Fvi Lp
    Person joinedPeopleFactD••••• W•••••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  14. Mar 27, 2014
    P••••••••• C•••••• F••• I• Q•• L• first reported on Form ADV by P••••••••• C•••••• M••••••••• I••• (Private Equity Fund), GAV $111,401,000
    Fund first reported on Form ADVFundsFactP••••••••• C•••••• F••• I• Q•• L•SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  15. Mar 27, 2014
    P••••••••• C•••••• F••• I•• L• first reported on Form ADV by P••••••••• C•••••• M••••••••• I••• (Private Equity Fund), GAV $15,839,000
    Fund first reported on Form ADVFundsFactP••••••••• C•••••• F••• I•• L•SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  16. Mar 30, 2012
    P••••••••• C•••••• M••••••••• I••• 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)
  17. Mar 30, 2012
    P••••••••• C•••••• F•••• L• first reported on Form ADV by P••••••••• C•••••• M••••••••• I••• (Private Equity Fund), GAV $46,454,490
    Fund first reported on Form ADVFundsFactP••••••••• C•••••• F•••• L•SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  18. Mar 30, 2012
    P••••••••• C•••••• T•••••• T•••• F•••• L• first reported on Form ADV by P••••••••• C•••••• M••••••••• I••• (Private Equity Fund), GAV $53,301,067
    Fund first reported on Form ADVFundsFactP••••••••• C•••••• T•••••• T•••• F•••• L•SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  19. Mar 30, 2012
    P••••••••• C•••••• F•••••••• I••••••••• F•••• L• first reported on Form ADV by P••••••••• C•••••• M••••••••• I••• (Private Equity Fund), GAV $20,529,037
    Fund first reported on Form ADVFundsFactP••••••••• C•••••• F•••••••• I••••••••• F•••• L•SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  20. Mar 1, 2004
    J•••••• A•••• H••••• joined Schedule A of P••••••••• C•••••• M••••••••• I••• as Limited Partner Of P••••••••• Capital, Lp (Relying Adviser)
    Person joinedPeopleFactJ•••••• A•••• H•••••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  21. Mar 1, 2004
    R••••• W•••• S••••• joined Schedule A of P••••••••• C•••••• M••••••••• I••• as Limited Partner P••••••••• Capital, Lp (Relying Adviser)
    Person joinedPeopleFactR••••• W•••• S•••••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Classification history
  1. Sep 12, 2026
    Private equity with venture activity (probable, 75%, cls-1)
    registered adviser; venture funds are 0% of 17 private funds
Evidence
40 observations from 2 sources
Every observation behind this profile, with its source, date and class
FactValueEffectiveClassSource
SEC adviser typeregistered_investment_adviserMar 29, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
First Form ADV filing2012-03-30Mar 29, 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 filing2024-03-29Mar 29, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Venture share of reported funds0Mar 29, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Business phone440-528-0333Mar 29, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
DescriptionThe owner of this domain has not yet uploaded their website.
“meta description”
Sep 16, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
DescriptionThe owner of this domain has not yet uploaded their website.
“meta description”
Sep 15, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Employees33Mar 29, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
HeadquartersChagrin Falls, OHMar 29, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Office address57 E. WASHINGTON STREET, Chagrin Falls, OH, 44022Mar 29, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Private funds reported17Mar 29, 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)$6.3BMar 29, 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)$6.5BMar 29, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Venture funds reported0Mar 29, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Websitew••.p•••••••••.comMar 29, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Site titlep•••••••••.com is almost here!
“title tag”
Sep 16, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Site titlep•••••••••.com is almost here!
“title tag”
Sep 15, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)