Form D · Venture Capital Fund

Pelion Ventures VIII Financial Institutions Fund, L.P.

Salt Lake City, UT · CIK 0001971072

Offering snapshot reported Jan 28, 2025 · SEC filing

Reported sold
$91.2M
Offering amount: $91.2M
Investors reported
25
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Dec 13, 2023
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

  • Reported investors0 → 25

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jan 28, 2025Amendment$91,200,000No comparison25SEC filing
Dec 12, 2023InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.7
Duration over one year
No
Business combination
No
Sales commissions
$209K
Finders' fees
$0
Form D file number
021-499439

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Amplify Community Investment Partners, LLC326530

Source: Form D, filed Jan 28, 2025. Minimum accepted may differ from a standard advertised minimum.

Fund connections

The linked fund shows its most recently reported ADV details.

Matched by reported Form D file number

PELION VENTURES VIII FINANCIAL INSTITUTIONS FUND, L.P.

Investment adviser: PELION, INC

Gross asset value
$180M
Beneficial owners
23
ADV minimum commitment
$1M

Reported in Form ADV on May 28, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

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

Filing source

Form ADV 2108578 · May 28, 2026 · Schedule D 7.B.(1), fund 805-9653614667

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

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
NameReported role
Chris Cooper Director
Steve Glover Director
Jeff Kearl Director
Ben Lambert Director
Blake G. Modersitzki Director
Matt Mosman Director
Chad Packard Director
N/A Pelion Ventures Viii Financial Institutions Gp, L.L.C. Director

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
14761 S. Future Way, Suite 500
Salt Lake City, UT, 84020