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PROPEL VENTURE PARTNERS MANAGEMENT CO.

Legal name: PROPEL VENTURE PARTNERS MANAGEMENT CO., LLC

CRD 283261File 801-124861
APPROVED
Custody
Filing as of Apr 30, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$703.6M
Above cohort median (national)
Discretionary AUM
$703.6M
Clients
7
7 accounts
Employees
4
Above cohort median in CA

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
SFRO
Registration date
May 2, 2022
Principal office
680 WALNUT STREET, SAN CARLOS, CA, 94070
Phone
415-500-4630

Assets & accounts

ADV Item 5F
Total regulatory AUM
$703.6M
Discretionary AUM
$703.6M
Non-discretionary AUM
$0
Discretionary accounts
7
Non-discretionary accounts
0
Total accounts
7
AUM per client
$100.5M

Clients by type

ADV Item 5D
Client typeClientsAUM
Pooled investment vehicles7$703.6M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Fixed fees
  • Performance-based fees
  • A percentage of assets under your management

Advisory activities

  • Portfolio management for businesses
  • Portfolio management for pooled investment vehicles

Custody

ADV Item 9
Firm Custody Cash
No
Firm Custody Assets
Yes
Firm Custody Clients
Yes
Firm Custody Securities
No
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
Yes

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromToChange
Apr 1, 2026Employees54decreased by1
Apr 1, 2026AUM$835,962,046$703,611,534decreased by$132,350,512
May 1, 2025
vs Oct 1, 2022
Employees45increased by1
May 1, 2025
vs Oct 1, 2022
Clients57increased by2
May 1, 2025
vs Oct 1, 2022
AUM$774,555,144$835,962,046increased by$61,406,902
May 1, 2025
vs Oct 1, 2022
Accounts57increased by2
Jun 1, 2022Registration—APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “PROPEL VENTURE” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“PROPEL VENTURE” may also match similarly-named firms). Confirm identity against each filing.

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.