Pelion Inc

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Pelion Inc ✚
CRD #	162762
SEC #	802-75699
CIK #	0001787862
AUM
Employees
Fees
Minimum
Phone	801-365-0262
Address	14761 S Future Way Salt Lake City, UT 84020
Source	[IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram]

Total AUM ($) Copy

Sector	Form 13F Holdings	Value ($M)
	Weave Communications Inc	23.4
	Billcom Holdings Inc	10.1
	Sandbridge Acquisition Corp	2.8

Holdings by Sector ($M)

Type	Form D Funds	Date	Sold	AUM
VC	Pelion Co-Invest II LP	2026-03-30		15.1 M
VC	Treadstone Opportunity LLC	[2026-03-30]	57.5 M	57.6 M
	Offered $57,500,000 · Filed 2025-03-21 (D) · Exemption 506(b), 3(c), 3(c)(7) · Duration One year or less · Revenue Decline to Disclose
VC	Pelion Ventures VIII-C LP	[2025-03-31]	12.9 M	14.9 M
	Offered $12,900,000 · Filed 2025-01-28 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Duration One year or less · Revenue Decline to Disclose
VC	Pelion Ventures VIII-A LP	2024-03-19		2.7 M
VC	Pelion Ventures VIII - Entrepreneurs Fund LP	[2024-03-19]	23.9 M	28.2 M
	Offered $23,898,000 · Filed 2025-01-28 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Duration One year or less · Revenue Decline to Disclose
VC	Pelion Ventures VIII Financial Institutions Fund LP	[2024-03-19]	91.2 M	179.9 M
	Offered $91,200,000 · Filed 2025-01-28 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Duration One year or less · Commission $208,750 · Revenue Decline to Disclose
VC	Pelion Ventures VIII LP	[2024-03-19]	247.0 M	279.9 M
	Offered $246,985,000 · Filed 2025-01-28 (D/A) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Duration More than one year · Commission $989,976 · Revenue Decline to Disclose
VC	Pelion Opportunity Fund VI LLC	[2023-03-30]	12.9 M	8.2 M
	Offered $12,865,000 · Filed 2022-08-24 (D) · Exemption 506(b), 3(c), 3(c)(1) · Duration One year or less · Revenue Decline to Disclose
VC	Medici Ventures LP	2022-03-31		48.8 M
VC	Pelion Ventures VII-A LP	2022-03-31		71.5 M
VC	Pelion Ventures VII - Entrepreneurs Fund LP	2022-03-31		41.8 M
VC	Pelion Opportunity Fund IV LLC	[2021-03-31]	3.3 M	2.8 M
	Offered $3,343,000 · Filed 2020-12-17 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Duration One year or less · Revenue Decline to Disclose
VC	Pelion Opportunity Fund V LLC	[2021-03-31]	25.9 M	0.0 M
	Offered $25,875,250 · Filed 2020-12-17 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Duration One year or less · Revenue Decline to Disclose
VC	Pelion Ventures VII Financial Institutions Fund LP	2021-03-31		73.5 M
VC	Pelion Ventures VII LP	[2021-03-31]		347.7 M
	Offered $250,000,000 · Filed 2019-07-15 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining $250,000,000 · Duration One year or less · Revenue Decline to Disclose
VC	Pelion Opportunity Fund III LLC	[2020-03-30]	5.0 M	0.0 M
	Offered $5,000,000 · Filed 2019-08-30 (D) · Exemption 506(b), 3(c), 3(c)(7) · Duration One year or less · Revenue Decline to Disclose
VC	Pelion Opportunity Fund II LLC	[2020-03-30]	11.7 M	0.2 M
	Offered $11,725,000 · Filed 2019-08-09 (D) · Exemption 506(b), 3(c), 3(c)(7) · Duration One year or less · Revenue Decline to Disclose
VC	Pelion Opportunity Fund I LLC	2019-03-29		0.1 M
VC	Pelion Ventures VI-A LP	[2016-03-30]	206.0 M	13.3 M
	Offered $205,980,000 · Filed 2015-07-15 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Duration One year or less · Revenue Decline to Disclose
VC	Pelion Ventures VI LP	[2016-03-30]	206.0 M	193.7 M
	Offered $205,980,000 · Filed 2015-07-15 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Duration One year or less · Revenue Decline to Disclose
VC	Pelion Ventures V Financial Institutions Fund LP	[2013-04-01]	37.0 M	6.8 M
	Offered $37,000,000 · Filed 2013-05-30 (D/A) · Exemption 506, 3(c), 3(c)(1), 3(c)(7) · Duration More than one year · Commission $500,000 · Revenue Decline to Disclose
VC	Pelion Ventures V-A LP	[2012-03-30]	31.0 M	6.0 M
	Offered $31,000,000 · Filed 2013-03-14 (D/A) · Exemption 506, 3(c), 3(c)(1), 3(c)(7) · Duration More than one year · Commission $600,000 · Revenue Decline to Disclose
VC	Pelion Ventures V LP	[2012-03-30]	121.8 M	23.4 M
	Offered $121,847,162 · Filed 2013-05-30 (D/A) · Exemption 506, 3(c), 3(c)(1) · Duration More than one year · Commission $281,000 · Revenue Decline to Disclose
VC	Utah Entrepreneurs Fund III LP	2012-03-30		0.4 M
VC	Utah Ventures III LP	2012-03-30		21.8 M
VC	UV Partners IV-A LP	[2012-03-30]		3.2 M
VC	UV Partners IV Financial Institutions Fund LP	[2012-03-30]	38.0 M	6.7 M
	Offered $38,000,000 · Filed 2009-11-04 (D/A) · Exemption 506, 3(c), 3(c)(7) · Duration More than one year · Commission $540,000 · Revenue Decline to Disclose
VC	UV Partners IV LP	[2012-03-30]	61.6 M	10.0 M
	Offered $61,630,000 · Filed 2009-08-31 (D/A) · Exemption 506, 3(c), 3(c)(1) · Minimum $25,000 · Duration More than one year · Commission $23,000 · Revenue Decline to Disclose

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	Role	# Filings	# Firms
Blake Modersitzki	Director, Executive Officer, Promoter	35	2
Chris Cooper	Director	24	2
Chad Packard	Director	24	2
Jeff Kearl	Director	23	2
Carl Ledbetter	Director, Executive Officer, Promoter	19	2
Ben Lambert	Director	16	2
James Dreyfous	Executive Officer, Promoter	14	2
Matt Mosman	Director	11	2
Steve Glover	Director	6	2
Pelion Opportunities Partners I LLC	Director	4	1
View All

EDGAR Form	CIK	2011 - 2026
13F-HR	[0001787862]

Assets, Funds, Holdings