Investment adviser · CRD 161687

IVM 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.

INSTITUTIONAL VENTURE MANAGEMENT IV, L.P.

WOODSIDE, CA, United States · Form ADV filed Jan 16, 2024

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

Private funds & service providers

4 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.

INSTITUTIONAL VENTURE PARTNERS IV, L.P.Venture Capital Fund · Last reported Jan 16, 2024$10.8MGross asset value
Auditor PRICE WATERHOUSE COOPERS LLP SAN JOSE, California, United States
Custodian FIRST REPUBLIC BANK 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
No
External marketing
No

PRICE WATERHOUSE COOPERS LLP
PCAOB 238

Fund details & source
Fund ID
805-9182361341
Reported beneficial owners
22
Minimum commitment
$10K

Form ADV 1813816 · Jan 16, 2024 · 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.

INSTITUTIONAL VENTURE PARTNERS VII, L.P.Venture Capital Fund · Last reported Mar 15, 2013$7.41MGross asset value
Custodian FIRST REPUBLIC BANK SAN FRANCISCO, California, United States Related to adviser: No
Custodian MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 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 SILICON VALLEY BANK SAN FRANCISCO, California, United States Related to adviser: No
Custodian WELLS FARGO BANK 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

MORGAN STANLEY SMITH BARNEY LLC
SEC 8-68191

Fund details & source
Fund ID
805-3794486606
Reported beneficial owners
36
Minimum commitment
$1M
Form D file number
021-9999999999

Form ADV 711578 · Mar 15, 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.

INSTITUTIONAL VENTURE PARTNERS VIII, L.P.Venture Capital Fund · Last reported Feb 24, 2015$2.34MGross asset value
Custodian FIRST REPUBLIC BANK SAN FRANCISCO, California, United States Related to adviser: No
Custodian MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 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 SILICON VALLEY BANK SAN FRANCISCO, California, United States Related to adviser: No
Custodian WELLS FARGO BANK 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

MORGAN STANLEY SMITH BARNEY LLC
SEC 8-68191

Fund details & source
Fund ID
805-5901876239
Reported beneficial owners
40
Minimum commitment
$1M
Form D file number
021-9999999999

Form ADV 874446 · Feb 24, 2015 · 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.

INSTITUTIONAL VENTURE PARTNERS VI, L.P.Venture Capital Fund · Last reported Mar 28, 2012$188KGross asset value
Custodian FIRST REPUBLIC BANK SAN FRANCISCO, California, United States Related to adviser: No
Custodian MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 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 SILICON VALLEY BANK SAN FRANCISCO, California, United States Related to adviser: No
Custodian WELLS FARGO BANK 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

MORGAN STANLEY SMITH BARNEY LLC
SEC 8-68191

Fund details & source
Fund ID
805-8816406735
Reported beneficial owners
31
Minimum commitment
$1M
Form D file number
021-9999999999

Form ADV 612798 · Mar 28, 2012 · 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: Jan 16, 2024. View historical filings

Reported services

Not reported in these imported fields

Compensation

Not reported in these imported fields

Principal office

2969 WOODSIDE ROAD
WOODSIDE, CA, 94062, United States

CRD 161687

Filing source

Form ADV 1813816 · Jan 16, 2024 · 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.