Chickasaw Capital Management, LLC
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 […]
In the firm's own words, from its website.
22 additional team members, 1 additional investment, fund or LP, 7 events, 2 verified contacts (1 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.
Nothing material in the last 180 days.
People to know
View all people- Managing DirectorWhy: Managing directorNo route on file yet
- Class A Member; Managing MemberWhy: Named with investment responsibilityNo route on file yet
- Class A Member; Managing MemberWhy: Named with investment responsibilityNo route on file yet
Relationship network
29 connected entities
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.
- Sponsor
- Company
- Fund or vehicle
- Person
›How strength and recency are read
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 Chickasaw Capital Management, LLC: 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 Chickasaw Capital Management, LLC
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Investing
4 companies on record, 0 new in 12 months
Investments on record
What these amounts mean“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.Acquired, Public, Exited and Active are what the firm’s own portfolio card says, read on the date shown when you hover the chip; they are not deal dates. A company with no chip is one whose card states no outcome: DFX does not assume it is active.| Company | Round | Role | Partner | Round size | This investor | Date | Source |
|---|---|---|---|---|---|---|---|
| Page2, LLC | portfolio listing | unknown | unknown | unknown | unknown | Oct 1, 2026 | Fact Firm website |
| SEC Rule 606 | portfolio listing | unknown | unknown | unknown | unknown | Oct 1, 2026 | Fact Firm website |
| Share | portfolio listing | unknown | unknown | unknown | unknown | Oct 1, 2026 | Fact Firm website |
Stated thesis versus observed behaviour
- 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
Team
27 current, 2 departed
Decision makers
- Andrew Z. Lapsley · Managing DirectorWhy this person: Managing director; Named with investment responsibility
- Geoffrey Paul Mavar · Class A Member; Managing MemberWhy this person: Named with investment responsibility
- Matthew Gregory Mead · Class A Member; Managing MemberWhy this person: Named with investment responsibility
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. 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
How the team is orderedPartners who lead rounds first (rounds led, then deals attributed, then seniority), then the rest of the investment team, then investor relations, finance and operations. A person named by two sources under two spellings is shown once.- Class A Member; Managing Member
- Class A Member; Managing Member
- Managing 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
Contacts
1 published business email, 1 firm phone on record, each with its source. Values open with the complete profile.
Funds and LPs
0 vehicles, 0 LPs disclosed
Funds and vehicles
What these amounts meanGAV 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.| 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 |
Limited partners
Known LPs and allocators
What these amounts and dates areEach commitment is counted once across the pension tape and the allocator graph. A commitment date prints only when the source printed one; otherwise the row carries the report date. A foundation’s 990-PF line is a holding at fair value, never a commitment. Rows without a fund on the venture graph are commitments to this manager.Relationships across DFX
3 co-investors · on 3 other DFX graphs
Co-investors
- 2026-10-011 shared deal · one time
- 2026-09-161 shared deal · one time
- 2026-09-161 shared deal · one time
Across DFX and the capital chainon 3 other DFX graphs ShowHide
- Sponsor-market profile (matched by same CRD)
- The same institution is held on Private Equity, RIA and Wealth, Independent Sponsors, matched by identifier. See which records
Chickasaw Capital Management, LLC is the same institution as 3 records in Private Equity, RIA and Wealth and Independent Sponsors.
DFX found 3 relationships across 3 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…
Evidence and history
12 dated events, 81 observations from 3 sources
Timeline
- seen on or beforeSep 24, 2026Chickasaw Capital Management, LLC: PE_WITH_VENTURE_ACTIVITY -> CANDIDATE_VC (no sworn venture fact yet (name or round mention only))Classification changedClassificationInference
- Mar 28, 2024CCM Ocb Partners, LP no longer reported on Form ADV by Chickasaw Capital Management, LLC
- 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
Identity and regulatory footprint
Address, phone, Form ADV filing and ownersForm ADV filed Apr 24, 2026 · 3 private fundsShowHide
- Headquarters
- Memphis, TNadviserinfo.sec.gov
- Office address
- unknownadviserinfo.sec.gov
- Business phone
- unknownadviserinfo.sec.gov
- Website
- CHICKASAWCAP.COM
- SEC adviser type
- Registered investment adviseradviserinfo.sec.gov
- SEC exemption claimed
- unknown
- Latest Form ADV
- Apr 24, 2026
- Private funds reported
- 3 (0 venture capital funds)adviserinfo.sec.gov
- Private fund gross assets, adviser total
- $17.6Madviserinfo.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
- Estate of David N. Fleischer (Class C Member), owns 5% to 10%; Fleischer 2012 Family Trust (Class C Member), owns 10% to 25%
Classification history
Classification history
Every classification this record has carried3 on recordShowHide
- Sep 24, 2026Candidate (candidate, 50%)No sworn venture fact yet (name or round mention only)
- Sep 23, 2026Private equity with venture activity (probable, 75%)Registered adviser; venture funds are 20% of 3 private funds
- Sep 12, 2026Private equity with venture activity (probable, 75%)Registered adviser; venture funds are 33% of 1 private funds
Evidence
Every observation behind this profile, with its source, date and class
| Fact | Value | Effective | Class | Source |
|---|---|---|---|---|
| SEC adviser type | Registered investment adviser | Apr 24, 2026 | Fact | Form ADV |
| SEC adviser type | Registered investment adviser | Apr 16, 2024 | Fact | Form ADV |
| First Form ADV filing | 2011-11-10 | Apr 24, 2026 | Fact | Form ADV |
| First Form ADV filing | 2011-11-10 | Apr 16, 2024 | Fact | Form ADV |
| Adv history loaded | adv-hist-1+panel:2026-09-30 | Oct 1, 2026 | Fact | Form ADV |
| Adv history loaded | adv-hist-1+panel:2026-09-29 | Sep 30, 2026 | Fact | Form ADV |
| Adv history loaded | adv-hist-1+panel:2026-09-25 | Sep 26, 2026 | Fact | Form ADV |
| Adv history loaded | adv-hist-1+panel:2026-09-23 | Sep 24, 2026 | Fact | Form ADV |
| Adv history loaded | adv-hist-1+panel:2026-09-21 | Sep 23, 2026 | Fact | Form ADV |
| Adv history loaded | adv-hist-1+panel:2026-09-22 | Sep 23, 2026 | Fact | Form ADV |
| Adv history loaded | adv-hist-1 | Sep 12, 2026 | Fact | Form ADV |
| Latest Form ADV filing | 2026-04-24 | Apr 24, 2026 | Fact | Form ADV |
| Latest Form ADV filing | 2024-04-16 | Apr 16, 2024 | Fact | Form ADV |
| Venture share of reported funds | 0 | Apr 24, 2026 | Fact | Form ADV |
| Venture share of reported funds | 0 | Apr 16, 2024 | Fact | Form ADV |
| Business phone | Apr 16, 2024 | Fact | Form ADV | |
| Contact page url | Oct 1, 2026 | Fact | ||
| Contact page url | Sep 16, 2026 | Fact | ||
| Description | Oct 1, 2026 | Fact | ||
| Description | Sep 16, 2026 | Fact | ||
| Description | Sep 15, 2026 | Fact | ||
| Employees | 19 | Apr 16, 2024 | Fact | Form ADV |
| Headquarters | Memphis, TN | Apr 16, 2024 | Fact | Form ADV |
| Office address | Apr 16, 2024 | Fact | Form ADV | |
| Portfolio page | Oct 1, 2026 | Fact | ||
| Portfolio page | Sep 16, 2026 | Fact | ||
| Portfolio page | Sep 15, 2026 | Fact | ||
| Private funds reported | 3 | Apr 24, 2026 | Fact | Form ADV |
| Private funds reported | 1 | Apr 16, 2024 | Fact | Form ADV |
| Private fund gross assets (reported) | $17.6M | Apr 24, 2026 | Fact | Form ADV |
| Private fund gross assets (reported) | $11.8M | Apr 16, 2024 | Fact | Form ADV |
| Regulatory AUM (adviser, not fund size) | $2.0B | Apr 16, 2024 | Fact | Form ADV |
| Stated geography | global “geography words on the home page” | Oct 1, 2026 | Fact | |
| Stated geography | global “geography words on the home page” | Sep 16, 2026 | Fact | |
| Stated geography | Atlanta, global “geography words on the home page” | Sep 15, 2026 | Fact | |
| Stated sectors | AI, fintech, healthcare, climate, energy, edtech, logistics, media “sector words on the home page” | Oct 1, 2026 | Fact | |
| Stated sectors | AI, fintech, healthcare, climate, energy, edtech, logistics, media “sector words on the home page” | Sep 16, 2026 | Fact | |
| Stated sectors | AI, fintech, healthcare, climate, energy, edtech, logistics, media “sector words on the home page” | Sep 15, 2026 | Fact | |
| Team page | Oct 1, 2026 | Fact | ||
| Team page | Sep 16, 2026 | Fact | ||
| Team page | Sep 15, 2026 | Fact | ||
| Venture funds reported | 0 | Apr 24, 2026 | Fact | Form ADV |
| Venture funds reported | 0 | Apr 16, 2024 | Fact | Form ADV |
| Website | Apr 16, 2024 | Fact | Form ADV | |
| Site title | Oct 1, 2026 | Fact | ||
| Site title | Sep 16, 2026 | Fact | ||
| Site title | Sep 15, 2026 | Fact |
How this is scored
Scores, classification basis and filing advisersCandidate, candidateShowHide
No sworn venture fact yet (name or round mention only)
- importance
- gav: 0 · funds: 0 · people: 0.76 · investments: 0.22 · scale basis: Venture-typed funds only (Candidate): 0 funds, $0M of $18M reported · co investors: 0.19
- active deployment
- investments 12m: 0 · fund raising 18m: 0 · people joined 12m: 0 · vintage within 3y: 0 · latest investment at: not scored
- emerging manager
- fund count: 1 · reported gav: $17.6M · first adv filing: 2011-11-10 · years since first filing: 14.9
Fits, record history and connections
scored matches for this investor, every identity change, every edge
Record history
- Organization classification changed2026-09-24
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.
Not yet on record: latest vintage.