TCV

TCMI, INC. Legal Name

Adviser information for TCV last updated from Form ADV on March 27th, 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 Corporation
Fiscal Year End DECEMBER
Legal Location Delaware, United States

Employees

Total Number of Employees 85
Investment Advisory/Research 48
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 30 $20.0B
Non-Discretionary 0 $0
Total 30 $20.0B

Clients

Type Number RAUM
Individuals 0 $0
HNW Individuals 0 $0
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 30 $20.0B
Pension and profit sharing plans 0 $0
Charitable organizations 0 $0
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 97

Services

Advisory Services Portfolio management for pooled investment vehicles
Compensation % of AUMCARRIED INTEREST
Other Business Activities Commodity pool operator or commodity trading advisor

Identifiers

SEC RIA File Number 801-73547
SEC ERA File Number 801-73547
SEC CIK Numbers None
SEC CRD Numbers 160389
Legal Entity Identifier 5493005B0RL2QLC1IM50

Principal Office

250 MIDDLEFIELD ROAD
MENLO PARK
CA
United States
Monday - Friday, 8:00 A.M. TO 5:00 P.M. (PACIFIC TIME ZONE)
Tel: 650-614-8200, Fax: None

Chief Compliance Officer

SARAH BALL
CHIEF COMPLIANCE OFFIER
1045 6TH AVENUE
NEW YORK
NY
United States
Tel: 212-808-4311
(Full email address available in API data)

Regulatory Contact

FREDERIC D. FENTON
CHIEF LEGAL OFFICER
250 MIDDLEFIELD ROAD
MENLO PARK
CA
United States
Tel: 650-614-8239
(Full email address available in API data)

Industry Affiliates

TECHNOLOGY CROSSOVER MANAGEMENT IX, L.P. Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles
TECHNOLOGY CROSSOVER MANAGEMENT IX, LTD. Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles
TECHNOLOGY CROSSOVER MANAGEMENT VF I, L.P. Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles
TECHNOLOGY CROSSOVER MANAGEMENT VF I, LTD. Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles
TECHNOLOGY CROSSOVER MANAGEMENT VII, L.P. Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles
TECHNOLOGY CROSSOVER MANAGEMENT VII, LTD. Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles
TECHNOLOGY CROSSOVER MANAGEMENT VIII, L.P. Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles
TECHNOLOGY CROSSOVER MANAGEMENT VIII, LTD. Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles
TECHNOLOGY CROSSOVER MANAGEMENT X, L.P. Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles
TECHNOLOGY CROSSOVER MANAGEMENT X, LTD. Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles
TECHNOLOGY CROSSOVER MANAGEMENT XI, L.P. Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles
TECHNOLOGY CROSSOVER MANAGEMENT XI, LTD. Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles
TECHNOLOGY CROSSOVER MANAGEMENT XI, S.� R.L. Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles
TECHNOLOGY CROSSOVER MANAGEMENT XII, L.P. Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles
TECHNOLOGY CROSSOVER MANAGEMENT XII, LTD. Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles
TECHNOLOGY CROSSOVER MANAGEMENT XII, S.� R.L. Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles
TECHNOLOGY CROSSOVER VENTURES UK, L.L.P. Other investment adviser, including financial planners

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
TCV BUS CO, L.P. Private Equity Fund $123.4M $0.0M 18
TCV DEV CO, L.P. Private Equity Fund $22.2M $0.0M 3
TCV IX (A), L.P. Private Equity Fund $627.7M $2.0M 36
TCV IX (B), L.P. Private Equity Fund $120.3M $1.0M 88
TCV IX, L.P. Private Equity Fund $2,256.1M $2.0M 65
TCV MEMBER FUND, L.P. Private Equity Fund $297.3M $0.0M 100
TCV TRU CO, L.P. Private Equity Fund $65.1M $0.0M 11
TCV VELOCITY FUND I (A), L.P. Private Equity Fund $235.6M $2.0M 15
TCV VELOCITY FUND I (B), L.P. Private Equity Fund $135.2M $2.0M 121
TCV VELOCITY FUND I, L.P. Private Equity Fund $124.8M $2.0M 18
TCV VF I MEMBER FUND, L.P. Private Equity Fund $92.6M $0.0M 73
TCV VII (A), L.P. Private Equity Fund $54.1M $2.0M 86
TCV VII, L.P. Private Equity Fund $105.1M $2.0M 145
TCV VIII (A), L.P. Private Equity Fund $581.5M $2.0M 34
TCV VIII (B), L.P. Private Equity Fund $140.1M $1.0M 101
TCV VIII, L.P. Private Equity Fund $2,252.3M $2.0M 61
TCV X (A), L.P. Private Equity Fund $1,059.1M $2.0M 43
TCV X (B), L.P. Private Equity Fund $219.6M $1.0M 102
TCV X MEMBER FUND, L.P. Private Equity Fund $231.6M $0.0M 44
TCV X, L.P. Private Equity Fund $4,506.6M $2.0M 85
TCV XI (A), L.P. Private Equity Fund $801.2M $2.0M 53
TCV XI (B), L.P. Private Equity Fund $178.7M $2.0M 123
TCV XI (LUX), SCSP Private Equity Fund $188.6M $2.0M 5
TCV XI MEMBER FUND, L.P. Private Equity Fund $185.5M $0.0M 62
TCV XI, L.P. Private Equity Fund $2,528.4M $2.0M 72
TCV XII (A), L.P. Private Equity Fund $776.7M $2.0M 45
TCV XII (B), L.P. Private Equity Fund $151.0M $1.0M 95
TCV XII (LUX), SCSP Private Equity Fund $388.5M $2.0M 14
TCV XII MEMBER FUND, L.P. Private Equity Fund $102.7M $0.0M 13
TCV XII, L.P. Private Equity Fund $1,459.1M $2.0M 56

Control Persons

Name Type Entity Title Since Ownership
HOAG, JAY, CRANDALL Individual STOCKHOLDER AND DIRECTOR OF TCMI, INC. 06/1995 > 75%
FENTON, FREDERIC, DAVID Individual CHIEF LEGAL OFFICER 09/2011 < 5%
ELISHA, EREZ Individual CHIEF FINANCIAL OFFICER 09/2019 < 5%
BALL, SARAH, ELIZABETH Individual CHIEF COMPLIANCE OFFICER 03/2024 < 5%
DORAN, JOHN, ANDREW Individual DIRECTOR OF TCMI, INC. 04/2023 < 5%

No. Employees, Historic

200100020202021202220232024202590 on 3/30/202090 on 7/9/202090 on 10/1/202084 on 3/31/202184 on 5/10/202184 on 9/10/202184 on 11/3/202184 on 3/3/2022100 on 3/31/2022104 on 3/31/202385 on 3/27/2024

RAUM, Historic

30B15B020202021202220232024202514488753752 on 3/30/202014488753752 on 7/9/202014488753752 on 10/1/202022557944943 on 3/31/202122557944943 on 5/10/202122557944943 on 9/10/202122557944943 on 11/3/202122557944943 on 3/3/202225108422023 on 3/31/202219880580857 on 3/31/202320010548119 on 3/27/2024

No. Clients, Historic

3015020202021202220232024202516 on 3/30/202016 on 7/9/202016 on 10/1/202021 on 3/31/202121 on 5/10/202121 on 9/10/202121 on 11/3/202121 on 3/3/202227 on 3/31/202230 on 3/31/202330 on 3/27/2024