Investment adviser · CRD 163705

APPLE TREE VENTURE MANAGEMENT LLC

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.

NEW YORK, NY, United States · Form ADV filed Apr 7, 2026

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

Private funds & service providers

6 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.

ATP LIFE SCIENCE VENTURES, L.P.Venture Capital Fund · Last reported Apr 7, 2026$3.55BGross asset value
Auditor GRANT THORNTON LLP NEW YORK, New York, United States
Custodian J.P. MORGAN SECURITIES LLC NEW YORK, New York, 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

GRANT THORNTON LLP
PCAOB 248

J.P. MORGAN SECURITIES LLC
SEC 8-35008

Fund details & source
Fund ID
805-4945152681
Reported beneficial owners
18
Minimum commitment
$0

Form ADV 2091930 · Apr 7, 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.

APPLE TREE PARTNERS I, LPVenture Capital Fund · Last reported Mar 27, 2013$89.4MGross asset value
Auditor UHY LLP NEW YORK, New York, United States
Custodian MERRILL LYNCH NEW YORK, New York, 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
Fund details & source
Fund ID
805-4398127360
Reported beneficial owners
10
Minimum commitment
$200K

Form ADV 710110 · Mar 27, 2013 · 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.

APPLE TREE PARTNERS IV, L.P.Venture Capital Fund · Last reported Mar 27, 2013$24.4MGross asset value
Auditor UHY LLC NEW YORK, New York, United States
Custodian MERRILL LYNCH NEW YORK, New York, 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
Fund details & source
Fund ID
805-2165445807
Reported beneficial owners
2
Minimum commitment
$700M

Form ADV 710110 · Mar 27, 2013 · 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.

APPLE TREE PARTNERS II, LPVenture Capital Fund · Last reported Mar 21, 2018$20.9MGross asset value

Form D fundraising filings

EquityMultiple 177, LLC

Auditor UHY LLP NEW YORK, New York, United States
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

UHY LLP
PCAOB 1195

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

Fund details & source
Fund ID
805-1597711708
Reported beneficial owners
14
Minimum commitment
$500K
Form D file number
021-479329

Form ADV 1195137 · Mar 21, 2018 · 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.

APPLE TREE PARTNERS II - ANNEX, L.P.Venture Capital Fund · Last reported Mar 21, 2018$9.18MGross asset value

Form D fundraising filings

Apple Tree Partners II - Annex, L.P.

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

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

Fund details & source
Fund ID
805-1174906369
Reported beneficial owners
6
Minimum commitment
$450K
Form D file number
021-205750

Form ADV 1195137 · Mar 21, 2018 · 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.

APPLE TREE PARTNERS III, LPVenture Capital Fund · Last reported Mar 27, 2013$0Gross asset value
Auditor UHY LLC NEW YORK, New York, United States
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
No
Administrator other than the adviser
No
External marketing
No
Fund details & source
Fund ID
805-2831281598
Reported beneficial owners
1
Minimum commitment
$0

Form ADV 710110 · Mar 27, 2013 · 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: Apr 7, 2026. View historical filings

Reported services

Not reported in these imported fields

Compensation

Not reported in these imported fields

Principal office

230 PARK AVENUE, SUITE 2800
NEW YORK, NY, 10169, United States

CRD 163705

Filing source

Form ADV 2091930 · Apr 7, 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.