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PINEGROVE VENTURE PARTNERS, LLC

CRD 326747File 801-128396
APPROVED
Custody
Disclosure events
Filing as of Jun 1, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$13.72B
Top 10% of cohort (national)
Discretionary AUM
$13.72B
Clients
69
68 accounts
Employees
54
Top 10% of cohort in CA

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
SFRO
Registration date
Jul 21, 2023
Principal office
2882 SAND HILL ROAD, SUITE 140, MENLO PARK, CA, 94025
Phone
650-519-0540

Assets & accounts

ADV Item 5F
Total regulatory AUM
$13.72B
Discretionary AUM
$13.72B
Non-discretionary AUM
$0
Discretionary accounts
68
Non-discretionary accounts
0
Total accounts
68
AUM per client
$198.8M

Clients by type

ADV Item 5D
Client typeClientsAUM
Other1$0
Pooled investment vehicles68$13.72B

Compensation & activities

ADV Items 5E, 5G

Compensation

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

Advisory activities

  • Other advisory activities
  • Portfolio management for businesses
  • Portfolio management for pooled investment vehicles

Custody

ADV Item 9
Firm Custody Cash
Yes
Firm Custody Assets
Yes
Firm Custody Clients
Yes
Firm Custody Securities
Yes
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
  • Q11
  • Q11D2
  • Q11D3
  • Q11D4
  • Q11D5

Filed changes

DateFieldFromToChange
Apr 1, 2026Clients7569decreased by6
Apr 1, 2026AUM$11,682,741,544$13,717,473,648increased by$2,034,732,104
Apr 1, 2026Accounts7568decreased by7
May 1, 2025Registration—APPROVED

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

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

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“PINEGROVE 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.