Investment adviser · CRD 162762

PELION VENTURE PARTNERS

Exempt reporting adviser (ERA)

Exempt reporting advisers use a shorter Form ADV report. Some adviser-level figures are not reported; fund disclosures appear below when available.

PELION, INC

SALT LAKE CITY, UT, United States · Form ADV filed May 28, 2026

Adviser-level assets, account counts and staffing figures are unavailable in this filing. View the reported fund disclosures below →

Private funds & service providers

28 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

PELION VENTURES VII, L.P.Venture Capital Fund · Last reported May 28, 2026$348MGross asset value

Form D fundraising filings

Pelion Ventures VII, L.P.

Auditor ERNST & YOUNG LLP SALT LAKE CITY, Utah, United States
Custodian FIRST-CITIZENS BANK & TRUST COMPANY RALEIGH, North Carolina, United States Related to adviser: No
Custodian MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED SAN FRANCISCO, California, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

ERNST & YOUNG LLP
PCAOB 42

FIRST-CITIZENS BANK & TRUST COMPANY
LEI L9VVX1KT5TFTKS0MLF66

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SEC 8-7221

Fund details & source
Fund ID
805-5014552619
Reported beneficial owners
90
Minimum commitment
$25K
Form D file number
021-344303

Form ADV 2108578 · May 28, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

PELION VENTURES VIII, L.P.Venture Capital Fund · Last reported May 28, 2026$280MGross asset value

Form D fundraising filings

Pelion Ventures VIII, L.P.

Auditor ERNST & YOUNG LLP SALT LAKE CITY, Utah, United States
Custodian FIRST-CITIZENS BANK & TRUST COMPANY RALEIGH, North Carolina, United States Related to adviser: No
Custodian MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED SAN FRANCISCO, California, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

ERNST & YOUNG LLP
PCAOB 42

FIRST-CITIZENS BANK & TRUST COMPANY
LEI L9VVX1KT5TFTKS0MLF66

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SEC 8-7221

Fund details & source
Fund ID
805-7480309594
Reported beneficial owners
114
Minimum commitment
$50K
Form D file number
021-479216

Form ADV 2108578 · May 28, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

PELION VENTURES VI, L.P.Venture Capital Fund · Last reported May 28, 2026$194MGross asset value
Auditor ERNST & YOUNG LLP SALT LAKE CITY, Utah, United States
Custodian FIRST-CITIZENS BANK & TRUST COMPANY RALEIGH, North Carolina, United States Related to adviser: No
Custodian MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED SAN FRANCISCO, California, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

ERNST & YOUNG LLP
PCAOB 42

FIRST-CITIZENS BANK & TRUST COMPANY
LEI L9VVX1KT5TFTKS0MLF66

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SEC 8-7221

Fund details & source
Fund ID
805-6451543933
Reported beneficial owners
42
Minimum commitment
$30K
Form D file number
021-237770

Form ADV 2108578 · May 28, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

PELION VENTURES VIII FINANCIAL INSTITUTIONS FUND, L.P.Venture Capital Fund · Last reported May 28, 2026$180MGross asset value

Form D fundraising filings

Pelion Ventures VIII Financial Institutions Fund, L.P.

Auditor ERNST & YOUNG LLP SALT LAKE CITY, Utah, United States
Custodian FIRST-CITIZENS BANK & TRUST COMPANY RALEIGH, North Carolina, United States Related to adviser: No
Custodian MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED SAN FRANCISCO, California, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

ERNST & YOUNG LLP
PCAOB 42

FIRST-CITIZENS BANK & TRUST COMPANY
LEI L9VVX1KT5TFTKS0MLF66

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SEC 8-7221

Fund details & source
Fund ID
805-9653614667
Reported beneficial owners
23
Minimum commitment
$1M
Form D file number
021-499439

Form ADV 2108578 · May 28, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

PELION VENTURES VII FINANCIAL INSTITUTIONS FUND, L.P.Venture Capital Fund · Last reported May 28, 2026$73.5MGross asset value
Auditor ERNST & YOUNG LLP SALT LAKE CITY, Utah, United States
Custodian FIRST-CITIZENS BANK & TRUST COMPANY RALEIGH, North Carolina, United States Related to adviser: No
Custodian MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED SAN FRANCISCO, California, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

ERNST & YOUNG LLP
PCAOB 42

FIRST-CITIZENS BANK & TRUST COMPANY
LEI L9VVX1KT5TFTKS0MLF66

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SEC 8-7221

Fund details & source
Fund ID
805-9685926702
Reported beneficial owners
8
Minimum commitment
$500K

Form ADV 2108578 · May 28, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

PELION VENTURES VII-A, L.P.Venture Capital Fund · Last reported May 28, 2026$71.5MGross asset value
Auditor ERNST & YOUNG LLP SALT LAKE CITY, Utah, United States
Custodian FIRST-CITIZENS BANK & TRUST COMPANY RALEIGH, North Carolina, United States Related to adviser: No
Custodian MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED SAN FRANCISCO, California, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

ERNST & YOUNG LLP
PCAOB 42

FIRST-CITIZENS BANK & TRUST COMPANY
LEI L9VVX1KT5TFTKS0MLF66

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SEC 8-7221

Fund details & source
Fund ID
805-6812827762
Reported beneficial owners
53
Minimum commitment
$50K

Form ADV 2108578 · May 28, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

TREADSTONE OPPORTUNITY, LLCVenture Capital Fund · Last reported May 28, 2026$57.6MGross asset value

Form D fundraising filings

Treadstone Opportunity, LLC

Custodian FIRST-CITIZENS BANK & TRUST COMPANY RALEIGH, North Carolina, United States Related to adviser: No
Custodian MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED SAN FRANCISCO, California, United States Related to adviser: No
Provider details
Annual audit
No
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

FIRST-CITIZENS BANK & TRUST COMPANY
LEI L9VVX1KT5TFTKS0MLF66

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SEC 8-7221

Fund details & source
Fund ID
805-6999387851
Reported beneficial owners
66
Minimum commitment
$5K
Form D file number
021-541885

Form ADV 2108578 · May 28, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: May 28, 2026. View historical filings

Reported services

Not reported in these imported fields

Compensation

Not reported in these imported fields

Principal office

14761 S. FUTURE WAY, SUITE 500
SALT LAKE CITY, UT, 84020, United States

CRD 162762

Filing source

Form ADV 2108578 · May 28, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.