{
  "crd_number": 162762,
  "slug": "pelion-venture-partners-salt-lake-city-ut-162762",
  "primary_business_name": "PELION VENTURE PARTNERS",
  "legal_name": "PELION, INC",
  "dbas": [],
  "city": "Salt Lake City",
  "state": "UT",
  "country": "United States",
  "cbsa_code": "41620",
  "metro": {
    "cbsa_code": "41620",
    "common_name": "Salt Lake City",
    "msa_name": "Salt Lake City-Murray, UT",
    "path": "/advisors/ut/salt-lake-city"
  },
  "registration_type": "exempt",
  "registration_status": "ERA - Active",
  "registration_date": "2012-03-30",
  "years_registered": 14,
  "period": "2026-10-01",
  "filing_date": "2026-05-28",
  "carried_forward": false,
  "raum_total": null,
  "raum_discretionary": null,
  "raum_non_discretionary": null,
  "raum_band": "not_reported",
  "raum_band_label": "Not reported",
  "total_employees": null,
  "advisory_employees": null,
  "client_count_bucket": null,
  "clients_by_type": null,
  "compensation_types": [],
  "advisory_activities": [],
  "wrap_fee_participant": null,
  "disclosure_yes_count": 0,
  "states_registered": [],
  "websites": [
    "https://facebook.com/Pelion-Venture-Partners-124993807586282",
    "https://instagram.com/PelionVP",
    "https://linkedin.com/company/pelion-venture-partners",
    "https://pelionvp.com",
    "https://x.com/Pelion_VP"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/162762",
  "city_as_filed": "SALT LAKE CITY",
  "url": "https://advisorcensus.com/firm/pelion-venture-partners-salt-lake-city-ut-162762",
  "display_name": "Pelion Venture Partners",
  "summary": "Pelion Venture Partners is an exempt reporting adviser in Salt Lake City, UT, filing reports since 2012. Exempt reporting advisers do not report regulatory assets under management on Form ADV.",
  "citation": "AdvisorCensus. Pelion Venture Partners (CRD 162762): Form ADV filing data as of October 2026.",
  "registration_type_label": "Exempt reporting adviser",
  "compensation_labels": [],
  "advisory_activity_labels": [],
  "quick_answers": [
    {
      "q": "Where is Pelion Venture Partners located?",
      "a": "Pelion Venture Partners' principal office is in Salt Lake City, UT, according to its Form ADV."
    },
    {
      "q": "How does Pelion Venture Partners report to regulators?",
      "a": "Pelion Venture Partners is an exempt reporting adviser, filing reports since 2012. Exempt reporting advisers file a shorter Form ADV. Status as filed: ERA - Active. CRD 162762."
    },
    {
      "q": "Does Pelion Venture Partners report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/162762"
    },
    {
      "q": "What changed in Pelion Venture Partners' recent Form ADV filings?",
      "a": "In the April 2026 filing data: Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2021-03-31"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2022-03-31"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2023-05-11"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2024-05-24"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2025-03-31"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2026-05-28"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/pelion-venture-partners-salt-lake-city-ut-162762.md",
  "clients": [],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/162762",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}