A16Z PERENNIAL MANAGEMENT, L.P.

Adviser information for A16Z PERENNIAL MANAGEMENT, L.P. last updated from Form ADV on March 28th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Partnership
Fiscal Year End DECEMBER
Legal Location Delaware, United States

Employees

Total Number of Employees 15
Investment Advisory/Research 9
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 0
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 50 $812.9M
Non-Discretionary 0 $0
Total 50 $812.9M

Clients

Type Number RAUM
Individuals 0 $0
HNW Individuals 19 $684.1M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 3 $35.7M
Pension and profit sharing plans 0 $0
Charitable organizations <5 $93.1M
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 9
No. of Financial Planning Clients 11-25

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesPortfolio management for pooled investment vehiclesSelection of other advisers (including private fund managers)
Compensation % of AUMPerformance-based fees
Other Business Activities Commodity pool operator or commodity trading advisor

Identifiers

SEC RIA File Number 801-127229
SEC ERA File Number 801-127229
SEC CIK Numbers 2009275
SEC CRD Numbers 324429
Legal Entity Identifier 2549007HVNUZLFCKQJ20

Principal Office

2875 SAND HILL RD
MENLO PARK
CA
United States
Monday - Friday, 9AM-5PM
Tel: (650) 798-5800, Fax: (650) 854-0608

Chief Compliance Officer

SCOTT WALKER
2865 SAND HILL ROAD
MENLO PARK
CA
United States
Tel: (650) 512-8823
(Full email address available in API data)

Regulatory Contact

JULIA VAN DE WALLE
PARTNER, LEGAL & REGULATORY
2875 SAND HILL ROAD
MENLO PARK
CA
United States
Tel: (650) 387-2456
(Full email address available in API data)

Industry Affiliates

A16Z PERENNIAL EQUITY PARTNERS VC, L.L.C. Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles
AH EQUITY PARTNERS 2022 ANNUAL FUND, L.L.C. Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles
AH EQUITY PARTNERS BIO I, L.L.C. Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles
AH EQUITY PARTNERS BIO II, L.L.C. Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles
AH EQUITY PARTNERS BIO III, L.L.C. Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles
AH EQUITY PARTNERS BIO IV, L.L.C. Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles
AH EQUITY PARTNERS GAMES I, LLC Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles
AH EQUITY PARTNERS I, L.L.C. Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles
AH EQUITY PARTNERS II, L.L.C. Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles
AH EQUITY PARTNERS III (PARALLEL), L.L.C. Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles
AH EQUITY PARTNERS III, L.L.C. Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles
AH EQUITY PARTNERS IV (PARALLEL), L.L.C. Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles
AH EQUITY PARTNERS IV, L.L.C. Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles
AH EQUITY PARTNERS LSV I, L.L.C. Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles
AH EQUITY PARTNERS LSV II, L.L.C. Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles
AH EQUITY PARTNERS LSV III, L.L.C. Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles
AH EQUITY PARTNERS SEED I, L.L.C. Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles
AH EQUITY PARTNERS STAH, L.L.C. Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles
AH EQUITY PARTNERS V (PARALLEL), L.L.C. Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles
AH EQUITY PARTNERS V, L.L.C. Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles
AH EQUITY PARTNERS VI, L.L.C. Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles
AH EQUITY PARTNERS VII, L.L.C. Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles
AH EQUITY PARTNERS VIII, L.L.C. Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles
ANDREESSEN HOROWITZ Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles
CLF EQUITY PARTNERS II, L.L.C. Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles
CLF EQUITY PARTNERS III, L.L.C. Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles
CNK EQUITY PARTNERS I, L.L.C. Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles
CNK EQUITY PARTNERS II, L.L.C. Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles
CNK EQUITY PARTNERS III, L.L.C. Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles
CNK EQUITY PARTNERS IV, L.L.C. Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles
CNK EQUITY PARTNERS SEED I, L.L.C. Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles
INNOVATION OPPORTUNITIES EQUITY PARTNERS, L.L.C. Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
A16Z PERENNIAL VENTURE CAPITAL FUND MASTER FUND A, L.P. FUND OF FUNDS $21.5M $5.0M 1
A16Z PERENNIAL VENTURE CAPITAL FUND MASTER FUND B, L.P. FUND OF FUNDS $0.0M $5.0M 1
A16Z PERENNIAL VENTURE CAPITAL FUND, L.P. FUND OF FUNDS $35.7M $5.0M 12

Control Persons

Name Type Entity Title Since Ownership
A16Z PERENNIAL MANAGEMENT GP, L.L.C. Domestic Entity GENERAL PARTNER 11/2022 < 5%
A16Z PERENNIAL EMPLOYEE HOLDINGS, L.P. Domestic Entity LIMITED PARTNER 11/2022 50-75%
WALKER, ROBERT, SCOTT THOMAS Individual CHIEF COMPLIANCE OFFICER 12/2022 < 5%
HOROWITZ, BENJAMIN, ABRAHAM Individual A16Z HOLDINGS, L.L.C. MEMBER 09/2022 50-75%
ANDREESSEN, MARC, LOWELL Individual A16Z HOLDINGS, L.L.C. MEMBER 09/2022 50-75%
A16Z HOLDINGS, L.L.C. Domestic Entity A16Z PERENNIAL MANAGEMENT GP, L.L.C. SOLE MEMBER 11/2022 > 75%
A16Z PERENNIAL MANAGEMENT GP, L.L.C. Domestic Entity A16Z PERENNIAL EMPLOYEE HOLDINGS, L.P. GENERAL PARTNER 11/2022
A16Z HOLDINGS, L.L.C. Domestic Entity LIMITED PARTNER 11/2022 25-50%
KUPOR, SCOTT, AARON Individual MANAGING PARTNER 05/2023 < 5%
DEL BUONO, MICHEL, ATTILA Individual CHIEF INVESTMENT OFFICER 05/2023 < 5%

No. Employees, Historic

2010020222023202420255 on 12/21/20225 on 1/20/20238 on 5/27/202315 on 3/28/2024

RAUM, Historic

900M450M0202320242025105000000 on 5/27/2023812889379 on 3/28/2024

No. Clients, Historic

3015020222023202420250 on 12/21/20220 on 1/20/202318 on 5/27/202322 on 3/28/2024

Holdings

From latest 13F, filed July 22nd, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
ADVANTAGE SOLUTIONS INC *W EXP 10/28/202 172 5K
ADVANTAGE SOLUTIONS INC COM CL A 61K 19K
AFFIRM HLDGS INC COM CL A 5M 175K
AFFIRM HLDGS INC COM CL A 5M 170K
AIRBNB INC COM CL A 94M 618K
AIRBNB INC COM CL A 30M 197K
ALPHABET INC CAP STK CL A 514K 3K
ALPHABET INC CAP STK CL C 382K 2K
AMAZON COM INC COM 2M 10K
ATLASSIAN CORPORATION CL A 198K 1K
BERKSHIRE HATHAWAY INC DEL CL B NEW 4K 10
BONDBLOXX ETF TRUST BLOOMBERG SIX MN 77M 2M
CLOUDFLARE INC CL A COM 616K 7K
COINBASE GLOBAL INC COM CL A 414M 2M
COINBASE GLOBAL INC COM CL A 126M 566K
CROWDSTRIKE HLDGS INC CL A 2M 4K
CURIS INC COM 46K 7K
DIGITALOCEAN HLDGS INC COM 107K 3K
DISNEY WALT CO COM 2K 22
INVIVYD INC COM 88K 80K
ISHARES TR NATIONAL MUN ETF 24M 222K
LYFT INC CL A COM 32K 2K
MAPLEBEAR INC COM 596K 19K
META PLATFORMS INC CL A 3M 6K
MICROSOFT CORP COM 9M 20K
MICROSOFT CORP COM 4M 10K
NETFLIX INC COM 379K 562
NU HLDGS LTD ORD SHS CL A 198M 15M
OKTA INC CL A 56M 598K
OPENDOOR TECHNOLOGIES INC COM 8K 4K
PINTEREST INC CL A 4M 98K
ROBINHOOD MKTS INC COM CL A 2M 89K
ROBLOX CORP CL A 12M 318K
ROCKET PHARMACEUTICALS INC COM 244K 11K
ROOT INC CL A NEW 516 10
SALESFORCE INC COM 3M 14K
SAMSARA INC COM CL A 86K 3K
SERVICENOW INC COM 5K 6
SNOWFLAKE INC CL A 4K 28
SPDR S&P 500 ETF TR TR UNIT 674K 1K
VANGUARD MUN BD FDS TAX EXEMPT BD 22M 436K
VANGUARD WORLD FD ESG US CORP BD 227K 4K
WAVE LIFE SCIENCES LTD SHS 387K 78K
WORKDAY INC CL A 200K 896