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 / Chickasaw Capital Management, LLC
Chickasaw Capital Management, LLC
Private equity with venture activity · probableMemphis, TNchickasawcap.comSEC registered investment adviser
Experience … The Difference For three decades, our portfolio managers have provided a leading view of the energy infrastructure markets that power the global economy. Our experience and relationships have earned us a distinct advantage in identifying and leveraging the most optimal opportunities, while our disciplined, research-driven process has an established history of attractive performance […]
registered adviser; venture funds are 33% of 1 private funds
Importance
18
moderate
Active deployment
15
moderate
Emerging
0
low
Completeness
63
high
Freshness
100
high
Research priority
7
low
Identity and regulatory footprint
- Headquarters
- Memphis, TNadviserinfo.sec.gov
- Office address
- 6075 POPLAR AVE SUITE 720, Memphis, TN, 38119adviserinfo.sec.gov
- Business phone
- 901-537-1866adviserinfo.sec.gov
- Website
- HTTP://WWW.CHICKASAWCAP.COM
- SEC adviser type
- registered investment adviseradviserinfo.sec.gov
- SEC exemption claimed
- unknown
- Latest Form ADV
- Apr 16, 2024
- Private funds reported
- 1 (0 venture capital funds)adviserinfo.sec.gov
- Private fund gross assets
- $11.8Madviserinfo.sec.govreported GAV of the funds, the adviser's own number; not fund size, not dry powder
- Regulatory AUM
- $2.0Bthe adviser's RAUM, a regulatory measure, never a fund size
- Employees
- 19
- Owners on Schedule A
- Fleischer 2012 Family Trust (Class C Member), B; Estate of David N. Fleischer (Class C Member), A
- business email
- chickasawcompliance@chickasawcap.comchickasawcap.compublished by the subject
- business phone
- 901-537-1866adviserinfo.sec.govpublished by the subject
Stated thesis versus observed behaviour
4 observed deals
Stated (the firm’s website)
- Sectors
- ai, fintech, healthcare, climate, energy, edtech, logistics, media
- Stages
- not stated or not yet read
- Geography
- global
- 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 4
Funds and vehicles
0 reported, 1 no longer reported
| Vehicle | Type | Vintage | Lifecycle | Reported GAV | Owners | Form D sold | Latest Form D |
|---|---|---|---|---|---|---|---|
| CCM Ocb Partners, LP | Fund | unknown | Wound down | $1.2M Apr 1, 2019 | 4 | unknown | unknown |
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
27 current, 2 departed
Alicia G. Ross
AnalystClient Analyst
Heather Rasch
AnalystClient Analyst
Luke B. Davis
AnalystSenior Analyst
Scott B. Warren
AnalystSenior Analyst
Keep Current
AssociateRole* Advisor Allocator Consultant Private Investor
Geoffrey Paul Mavar
Managing partnerClass A Member; Managing Member · since May 1, 2003
Matthew Gregory Mead
Managing partnerClass A Member; Managing Member · since May 1, 2003
Judith Esther Messina
OtherExecutor · since Mar 1, 2020
Open Capabilities
OtherPublic Investment Separate Account
Andrew Z. Lapsley
PartnerManaging Director
Bryan Francis Bulawa
PartnerClass B Member · since Jan 1, 2019
Edward W. Kelly III
PartnerManaging Director
Michael P. Donlon
PartnerManaging Director, Trading
Robert Mark Thomas Walker
PartnerClass B Member · since Jan 1, 2013
Steven M. Delarosa
PartnerManaging Director
Vickie Gardino
PartnerManaging Director, Trading
Andrew E. Garrett
Platform and operationsGeneral Counsel
Andrew Edward Garrett
Platform and operationsChief Legal Officer · since Sep 1, 2016
Greare Sutherland
Platform and operationsDirector of Operations
Jeffrey L. Gammill
Platform and operationsChief Compliance Officer
Jeffrey Lee Gammill
Platform and operationsChief Compliance Officer · since Jan 1, 2019
William J. Threadgill
Platform and operationsManaging Director, Finance
Bryan F. Bulawa
PrincipalPrincipal
Geoffrey P. Mavar
PrincipalPrincipal
Matthew G. Mead
PrincipalPrincipal
Ralph Lettieri
PrincipalRegional Sales Director
2 departed (kept with end dates)
- David Nathan Fleischer · Trustee · Jan 1, 2013 to Mar 13, 2020 Inference
- Debra a Mcadoo · Class B Member; Chief Compliance Officer · Oct 1, 2003 to Jan 2, 2019 Inference
Investments on record
4 edges, 4 companies, 0 partner-attributed
| Company | Round | Role | Partner | Round size | This investor | Date | Source |
|---|---|---|---|---|---|---|---|
| Form CRS | portfolio listing | unknown | unknown | unknown | unknown | Sep 16, 2026 | Fact Venture organization websites (about, team, portfolio, thesis, news pages) |
| Page2, LLC | portfolio listing | unknown | unknown | unknown | unknown | Sep 16, 2026 | Fact Venture organization websites (about, team, portfolio, thesis, news pages) |
| SEC Rule 606 | portfolio listing | unknown | unknown | unknown | unknown | Sep 16, 2026 | Fact Venture organization websites (about, team, portfolio, thesis, news pages) |
| Share | 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
3 relationships from shared deals, counted for the whole firm
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
10 dated events
- Mar 28, 2024CCM Ocb Partners, LP no longer reported on Form ADV by Chickasaw Capital Management, LLCFund no longer reportedFundsInferenceCCM Ocb Partners, LPSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Mar 13, 2020David Nathan Fleischer (Trustee) no longer on Schedule A of Chickasaw Capital Management, LLC
- Jan 1, 2020Judith Esther Messina joined Schedule A of Chickasaw Capital Management, LLC as Trustee
- Jan 2, 2019Debra a Mcadoo (Class B Member; Chief Compliance Officer) no longer on Schedule A of Chickasaw Capital Management, LLC
- Jan 1, 2019Jeffrey Lee Gammill joined Schedule A of Chickasaw Capital Management, LLC as Chief Compliance Officer
- Jan 1, 2019Bryan Francis Bulawa joined Schedule A of Chickasaw Capital Management, LLC as Class B Member
- Sep 1, 2016Andrew Edward Garrett joined Schedule A of Chickasaw Capital Management, LLC as Chief Legal Officer
- Jan 1, 2013Robert Mark Thomas Walker joined Schedule A of Chickasaw Capital Management, LLC as Member Class B Shares
- Mar 26, 2012CCM Ocb Partners, LP first reported on Form ADV by Chickasaw Capital Management, LLC (Venture Capital Fund), GAV $1,300,000Fund first reported on Form ADVFundsFactCCM Ocb Partners, LPSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Nov 10, 2011Chickasaw Capital Management, LLC 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
- Sep 12, 2026Private equity with venture activity (probable, 75%, cls-1)registered adviser; venture funds are 33% of 1 private funds
Evidence
61 observations from 2 sources
Every observation behind this profile, with its source, date and class
| Fact | Value | Effective | Class | Source |
|---|---|---|---|---|
| SEC adviser type | registered_investment_adviser | Apr 16, 2024 | Fact | SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B) |
| First Form ADV filing | 2011-11-10 | Apr 16, 2024 | Fact | SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B) |
| Adv history loaded | adv-hist-1 | Sep 12, 2026 | Fact | SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B) |
| Latest Form ADV filing | 2024-04-16 | Apr 16, 2024 | Fact | SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B) |
| Venture share of reported funds | 0 | Apr 16, 2024 | Fact | SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B) |
| Business phone | 901-537-1866 | Apr 16, 2024 | Fact | SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B) |
| Contact page url | https://www.chickasawcap.com/wp-content/plugins/contact-form-7/includes/css/styles.css “contact page linked from the home page” | Sep 16, 2026 | Fact | Venture organization websites (about, team, portfolio, thesis, news pages) |
| Description | Experience … The Difference For three decades, our portfolio managers have provided a leading view of the energy infrastructure markets that power the global economy. Our experience and relationships have earned us a distinct advantage in identifying and leveraging the most optimal opportunities, while our disciplined, research-driven process has an established history of attractive performance […] “meta description” | Sep 16, 2026 | Fact | Venture organization websites (about, team, portfolio, thesis, news pages) |
| Description | Experience … The Difference For three decades, our portfolio managers have provided a leading view of the energy infrastructure markets that power the global economy. Our experience and relationships have earned us a distinct advantage in identifying and leveraging the most optimal opportunities, while our disciplined, research-driven process has an established history of attractive performance […] “meta description” | Sep 15, 2026 | Fact | Venture organization websites (about, team, portfolio, thesis, news pages) |
| Employees | 19 | Apr 16, 2024 | Fact | SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B) |
| Headquarters | Memphis, TN | Apr 16, 2024 | Fact | SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B) |
| Office address | 6075 POPLAR AVE SUITE 720, Memphis, TN, 38119 | Apr 16, 2024 | Fact | SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B) |
| Portfolio page | https://www.chickasawcap.com/ “4 entries read” | Sep 16, 2026 | Fact | Venture organization websites (about, team, portfolio, thesis, news pages) |
| Portfolio page | https://www.chickasawcap.com/ “4 entries read” | Sep 15, 2026 | Fact | Venture organization websites (about, team, portfolio, thesis, news pages) |
| Private funds reported | 1 | Apr 16, 2024 | Fact | SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B) |
| Private fund gross assets (reported) | $11.8M | Apr 16, 2024 | Fact | SEC 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) | $2.0B | Apr 16, 2024 | Fact | SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B) |
| Stated geography | global “geography words on the home page” | Sep 16, 2026 | Fact | Venture organization websites (about, team, portfolio, thesis, news pages) |
| Stated geography | atlanta,global “geography words on the home page” | Sep 15, 2026 | Fact | Venture organization websites (about, team, portfolio, thesis, news pages) |
| Stated sectors | ai,fintech,healthcare,climate,energy,edtech,logistics,media “sector words on the home page” | Sep 16, 2026 | Fact | Venture organization websites (about, team, portfolio, thesis, news pages) |
| Stated sectors | ai,fintech,healthcare,climate,energy,edtech,logistics,media “sector words on the home page” | Sep 15, 2026 | Fact | Venture organization websites (about, team, portfolio, thesis, news pages) |
| Team page | https://www.chickasawcap.com/our-team/ “20 name/title pairs read” | Sep 16, 2026 | Fact | Venture organization websites (about, team, portfolio, thesis, news pages) |
| Team page | https://www.chickasawcap.com/our-team/ “20 name/title pairs read” | Sep 15, 2026 | Fact | Venture organization websites (about, team, portfolio, thesis, news pages) |
| Venture funds reported | 0 | Apr 16, 2024 | Fact | SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B) |
| Website | HTTP://WWW.CHICKASAWCAP.COM | Apr 16, 2024 | Fact | SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B) |
| Site title | Home - Chickasaw Capital Management “title tag” | Sep 16, 2026 | Fact | Venture organization websites (about, team, portfolio, thesis, news pages) |
| Site title | Home - Chickasaw Capital Management “title tag” | Sep 15, 2026 | Fact | Venture organization websites (about, team, portfolio, thesis, news pages) |