Investment adviser · CRD 213520

SYNERGY VENTURES ADVISORS III, 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.

MENLO PARK, CA, United States · Form ADV filed Jan 29, 2024

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

Private funds & service providers

2 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.

SYNERGY VENTURES III, L.P.Venture Capital Fund · Last reported Jan 29, 2024$11.8MGross asset value
Custodian SILICON VALLEY BANK SANTA CLARA, 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

SILICON VALLEY BANK
LEI 0K2D5AK28E3O5CC06E35

Fund details & source
Fund ID
805-5046278594
Reported beneficial owners
4
Minimum commitment
$2M

Form ADV 1819590 · Jan 29, 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.

SYNERGY VENTURES II, L.P.Venture Capital Fund · Last reported Feb 25, 2019$3.83MGross asset value
Custodian BOSTON PRIVATE BANK & TRUST COMPANY PALO ALTO, 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
Fund details & source
Fund ID
805-7671251407
Reported beneficial owners
3
Minimum commitment
$5M
Form D file number
021-87565

Form ADV 1273962 · Feb 25, 2019 · 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 29, 2024. View historical filings

Reported services

Not reported in these imported fields

Compensation

Not reported in these imported fields

Principal office

545 MIDDLEFIELD ROAD, SUITE 205
MENLO PARK, CA, 94025, United States

CRD 213520

Filing source

Form ADV 1819590 · Jan 29, 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.