Investment adviser · CRD 163230

BLUMBERG CAPITAL, L.L.C.

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.

SUNNY ISLES BEACH, FL, United States · Form ADV filed Mar 27, 2026

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

Private funds & service providers

12 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.

BLUMBERG CAPITAL V, L.P.Venture Capital Fund · Last reported Mar 27, 2026$228MGross asset value

Form D fundraising filings

Blumberg Capital V, L.P.

Fund administrator ESHARES, INC. DBA CARTA, INC. SEATTLE, Washington, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor BDO SAN FRANCISCO, California, United States
Custodian JPMORGAN CHASE BANK, N.A. SAN FRANCISCO, California, United States Related to adviser: No
Custodian MORGAN STANLEY SMITH BARNEY LLC SAN FRANCISCO, California, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

BDO
PCAOB 243

Fund details & source
Fund ID
805-7419667063
Reported beneficial owners
128
Minimum commitment
$0
Form D file number
021-360754

Form ADV 2065116 · Mar 27, 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.

BLUMBERG CAPITAL IV, L.P.Venture Capital Fund · Last reported Mar 27, 2026$225MGross asset value

Form D fundraising filings

Blumberg Capital IV, L.P.

Fund administrator ESHARES, INC. DBA CARTA, INC. SEATTLE, Washington, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor BDO SAN FRANCISCO, California, United States
Custodian JPMORGAN CHASE BANK, N.A. SAN FRANCISCO, California, United States Related to adviser: No
Custodian MORGAN STANLEY SMITH BARNEY LLC SAN FRANCISCO, California, United States Related to adviser: No
Custodian SHINE TRUST SERVICES CAPITAL MARKETS LTD. HERZLIYA PITUACH, Israel Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

BDO
PCAOB 243

Fund details & source
Fund ID
805-5120492979
Reported beneficial owners
99
Minimum commitment
$25K
Form D file number
021-233109

Form ADV 2065116 · Mar 27, 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.

BLUMBERG CAPITAL III, L.P.Venture Capital Fund · Last reported Mar 27, 2026$204MGross asset value

Form D fundraising filings

Blumberg Capital III, L.P.

Fund administrator ESHARES, INC. DBA CARTA, INC. SEATTLE, Washington, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor BDO SAN FRANCISCO, California, United States
Custodian JPMORGAN CHASE BANK, N.A. SAN FRANCISCO, California, United States Related to adviser: No
Custodian MORGAN STANLEY SMITH BARNEY LLC SAN FRANCISCO, California, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

BDO
PCAOB 243

Fund details & source
Fund ID
805-3770951804
Reported beneficial owners
81
Minimum commitment
$25K
Form D file number
021-180050

Form ADV 2065116 · Mar 27, 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.

BLUMBERG CAPITAL OPPORTUNITY FUND I, L.P.Venture Capital Fund · Last reported Mar 27, 2026$87.6MGross asset value

Form D fundraising filings

Blumberg Capital Opportunity Fund I, L.P.

Fund administrator ESHARES, INC. DBA CARTA, INC. SEATTLE, Washington, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor BDO SAN FRANCISCO, California, United States
Custodian SILICON VALLEY BANK SANTA CLARA, California, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

BDO
PCAOB 243

Fund details & source
Fund ID
805-9633135061
Reported beneficial owners
152
Minimum commitment
$0
Form D file number
021-460270

Form ADV 2065116 · Mar 27, 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.

BLUMBERG CAPITAL II, L.P.Venture Capital Fund · Last reported Mar 27, 2026$85.8MGross asset value

Form D fundraising filings

Blumberg Capital II, L. P.

Fund administrator ESHARES, INC. DBA CARTA, INC. SEATTLE, Washington, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor BDO SAN FRANCISCO, California, United States
Custodian MORGAN STANLEY SMITH BARNEY LLC SAN FRANCISCO, California, United States Related to adviser: No
Custodian SILICON VALLEY BANK SANTA CLARA, California, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

BDO
PCAOB 243

Fund details & source
Fund ID
805-9768603738
Reported beneficial owners
55
Minimum commitment
$100K
Form D file number
021-152136

Form ADV 2065116 · Mar 27, 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.

BLUMBERG CAPITAL OPPORTUNITY FUND (TR), L.P.Venture Capital Fund · Last reported Mar 27, 2026$15MGross asset value

Form D fundraising filings

Blumberg Capital Opportunity Fund (TR), L.P.

Fund administrator ESHARES, INC. DBA CARTA, INC. SEATTLE, Washington, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor BDO SAN FRANCISCO, California, United States
Custodian JPMORGAN CHASE BANK, N.A. SAN FRANCISCO, California, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

BDO
PCAOB 243

Fund details & source
Fund ID
805-3894012504
Reported beneficial owners
51
Minimum commitment
$0
Form D file number
021-399955

Form ADV 2065116 · Mar 27, 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.

BLUMBERG CAPITAL OPPORTUNITY FUND (YP), L.P.Venture Capital Fund · Last reported Mar 27, 2026$9.94MGross asset value

Form D fundraising filings

Blumberg Capital Opportunity Fund (YP), L.P.

Fund administrator ESHARES, INC. DBA CARTA, INC. SEATTLE, Washington, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor BDO SAN FRANCISCO, California, United States
Custodian JPMORGAN CHASE BANK, N.A. SAN FRANCISCO, California, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

BDO
PCAOB 243

Fund details & source
Fund ID
805-9863938217
Reported beneficial owners
19
Minimum commitment
$0
Form D file number
021-299299

Form ADV 2065116 · Mar 27, 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: Mar 27, 2026. View historical filings

Reported services

Not reported in these imported fields

Compensation

Not reported in these imported fields

Principal office

16690 COLLINS AVENUE., #1204
SUNNY ISLES BEACH, FL, 33160, United States

CRD 163230

Filing source

Form ADV 2065116 · Mar 27, 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.