Pelion Inc

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Assets, Funds, Holdings

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Pelion Inc
CRD #162762
SEC #802-75699
CIK #0001787862
AUM
Employees
Phone801-365-0262
Address14761 S Future Way
Salt Lake City, UT 84020
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook]
Total AUM ($)
1.00.80.60.40.20.02011201620212026
Sector Form 13F Holdings Value ($M)
Weave Communications Inc 29.1
Billcom Holdings Inc 12.3
Sandbridge Acquisition Corp 2.7
Broadleaf Capital Partners Inc 0.8
 
 
 
 
 
 
 
Holdings by Sector ($M)
4503602701809002021202220242026
Type Form D Funds Date Sold ($M) AUM ($M)
VC Pelion Ventures VIII-C LP [2025-03-31] 12.9 13.1
VC Pelion Ventures VIII-A LP 2024-03-19 2.7
VC Pelion Ventures VIII - Entrepreneurs Fund LP [2024-03-19] 23.9 24.5
VC Pelion Ventures VIII Financial Institutions Fund LP [2024-03-19] 91.2 120.6
VC Pelion Ventures VIII LP [2024-03-19] 247.0 257.8
VC Pelion Opportunity Fund VI LLC [2023-03-30] 12.9 10.2
VC Medici Ventures LP 2022-03-31 63.0
VC Pelion Ventures VII-A LP 2022-03-31 57.5
VC Pelion Ventures VII - Entrepreneurs Fund LP 2022-03-31 33.7
VC Pelion Opportunity Fund IV LLC [2021-03-31] 3.3 2.7
VC Pelion Opportunity Fund V LLC [2021-03-31] 25.9 0.0
VC Pelion Ventures VII Financial Institutions Fund LP 2021-03-31 58.6
VC Pelion Ventures VII LP [2021-03-31] 0.0 280.8
VC Pelion Opportunity Fund III LLC [2020-03-30] 5.0 0.0
VC Pelion Opportunity Fund II LLC [2020-03-30] 11.7 0.2
VC Pelion Opportunity Fund I LLC 2019-03-29 0.1
VC Pelion Ventures VI-A LP [2016-03-30] 206.0 22.2
VC Pelion Ventures VI LP [2016-03-30] 206.0 324.9
VC Pelion Ventures V Financial Institutions Fund LP [2013-04-01] 37.0 7.3
VC Pelion Ventures V-A LP [2012-03-30] 31.0 6.3
VC Pelion Ventures V LP [2012-03-30] 121.8 24.8
VC Utah Entrepreneurs Fund III LP 2012-03-30 0.4
VC Utah Ventures III LP 2012-03-30 21.8
VC UV Partners IV-A LP [2012-03-30] 4.0
VC UV Partners IV Financial Institutions Fund LP [2012-03-30] 38.0 8.2
VC UV Partners IV LP [2012-03-30] 61.6 12.5
AUM Breakdown Accounts AUM ($)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 0 0.0
By Discretionary
Discretionary 0 0.0
Non-Discretionary 0 0.0
Total 0 0.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 0.0
Total 0 0.0
Form D Directors # Filings # Firms 2011 - 2025
Blake Modersitzki 35
Chad Packard 23
Jeff Kearl 22
Chris Cooper 22
Carl Ledbetter 19
James Dreyfous 14
Ben Lambert 13
Matt Mosman 11
Steve Glover 5
Pelion Opportunities Partners I LLC 4
View All
EDGAR Form CIK 2011 - 2025
13F-HR [0001787862]
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