Investment adviser · CRD 170880
UNION GROVE VENTURE PARTNERS
Investment adviser filing (IA)
UGVP MANAGEMENT, LLC
SUMMIT, NJ, United States · Form ADV filed Mar 31, 2026
- Regulatory AUM
- $635M Form ADV · Item 5.F
- Client accounts
- 11 Accounts, not individual clients
- Employees
- 2 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Pooled investment vehicles | 11 | $634,873,261 | 100.0% |
Filing source
Form ADV 2083518 · Mar 31, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
9 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
UNION GROVE PARTNERS VENTURE ACCESS FUND II-B, LPVenture Capital Fund · Last reported Mar 31, 2026$161MGross asset value
Form D fundraising filings
Union Grove Partners Venture Access Fund II-B, LP
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
KPMG
PCAOB 1323
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SEC 8-7221
Fund details & source
- Fund ID
- 805-1436479252
- Reported beneficial owners
- 2
- Minimum commitment
- $100M
- Form D file number
- 021-252177
Form ADV 2083518 · Mar 31, 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.
UNION GROVE PARTNERS VENTURE ACCESS FUND, LPVenture Capital Fund · Last reported Mar 31, 2026$140MGross asset value
Form D fundraising filings
Union Grove Partners Venture Access Fund, LP
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- Yes
KPMG
PCAOB 1323
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SEC 8-7221
MORGAN CREEK CAPITAL DISTRIBUTORS, LLC
CRD 154377 · SEC 8-68631
Fund details & source
- Fund ID
- 805-5208392509
- Reported beneficial owners
- 5
- Minimum commitment
- $1M
- Form D file number
- 021-215147
Form ADV 2083518 · Mar 31, 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.
UNION GROVE PARTNERS VENTURE ACCESS FUND II, LPVenture Capital Fund · Last reported Mar 31, 2026$107MGross asset value
Form D fundraising filings
Union Grove Partners Venture Access Fund II, LP
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- Yes
KPMG
PCAOB 1323
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SEC 8-7221
MORGAN CREEK CAPITAL DISTRIBUTORS, LLC
CRD 154377 · SEC 8-68631
Fund details & source
- Fund ID
- 805-3638586258
- Reported beneficial owners
- 8
- Minimum commitment
- $1M
- Form D file number
- 021-263255
Form ADV 2083518 · Mar 31, 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.
UNION GROVE PARTNERS 2021, LPVenture Capital Fund · Last reported Mar 31, 2026$47.6MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
KPMG
PCAOB 1323
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SEC 8-7221
Fund details & source
- Fund ID
- 805-4010511904
- Reported beneficial owners
- 26
- Minimum commitment
- $1M
- Form D file number
- 021-416037
Form ADV 2083518 · Mar 31, 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.
UNION GROVE PARTNERS DIRECT VENTURE FUND, LPVenture Capital Fund · Last reported Mar 31, 2026$10.5MGross asset value
Form D fundraising filings
Union Grove Partners Direct Venture Fund, LP
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- Yes
KPMG
PCAOB 1323
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SEC 8-7221
MORGAN CREEK CAPITAL DISTRIBUTORS, LLC
CRD 154377 · SEC 8-68631
Fund details & source
- Fund ID
- 805-8200492284
- Reported beneficial owners
- 6
- Minimum commitment
- $1M
- Form D file number
- 021-215146
Form ADV 2083518 · Mar 31, 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.
UNION GROVE HOLDINGS II, LLCVenture Capital Fund · Last reported Mar 31, 2026$3.79MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
KPMG
PCAOB 1323
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SEC 8-7221
Fund details & source
- Fund ID
- 805-8541078220
- Reported beneficial owners
- 14
- Minimum commitment
- $20K
- Form D file number
- 021-397971
Form ADV 2083518 · Mar 31, 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.
UNION GROVE PM HOLDINGS LLCVenture Capital Fund · Last reported Mar 31, 2026$1.23MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
KPMG
PCAOB 1323
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SEC 8-7221
Fund details & source
- Fund ID
- 805-7210474728
- Reported beneficial owners
- 4
- Minimum commitment
- $100K
Form ADV 2083518 · Mar 31, 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 31, 2026. View historical filings
Reported services
Pooled investment vehicle management · Selection of other advisers
Compensation
Percentage of assets · Performance-based
Principal office
47 MAPLE ST., SUITE 106SUMMIT, NJ, 07901, United States
CRD 170880
Filing source
Form ADV 2083518 · Mar 31, 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.