CENTERVIEW CAPITAL TECHNOLOGY MANAGEMENT, L.P.
Adviser information for CENTERVIEW CAPITAL TECHNOLOGY MANAGEMENT, L.P. last updated from Form ADV on February 15th, 2023. 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 | 9 |
|---|---|
| Investment Advisory/Research | 3 |
| 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 | 3 | $136.4M |
| Non-Discretionary | 0 | $0 |
| Total | 3 | $136.4M |
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 | 3 | $136.4M |
| 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 | 0 |
Services
| Advisory Services | Portfolio management for pooled investment vehicles |
|---|---|
| Compensation | % of AUMPerformance-based feesTRANSACTION FEES |
Identifiers
| SEC RIA File Number | 801-78184 |
|---|---|
| SEC ERA File Number | 801-78184 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 167775 |
| Legal Entity Identifier | None |
Principal Office
600 RAMONA STREET2D FLOOR
PALO ALTO
CA
United States
Monday - Friday, 9 A.M. - 5 P.M.
Tel: 650.752.1400, Fax: 650.752.1401
Websites
Chief Compliance Officer
AMANDA KOSOWSKY
600 RAMONA STREET
2D FLOOR
PALO ALTO
CA
United States
Tel:
212.380.2687
Fax:
212.380.2651
A********@*************M
(Full email address available in API data)
Regulatory Contact
MATTHEW WALSH
GENERAL COUNSEL
600 RAMONA STREET
2D FLOOR
PALO ALTO
CA
United States
Tel:
212.380.2686
Fax:
212.380.2651
M*****@*************M
(Full email address available in API data)
Industry Affiliates
| CENTERVIEW CAPITAL MANAGEMENT LLC | Other investment adviser, including financial planners |
| CENTERVIEW CAPITAL TECHNOLOGY FUND GP (DELAWARE), L.P. | Sponsor, GP, manager of pooled investment vehicles |
| CENTERVIEW CAPITAL TECHNOLOGY LTD | Sponsor, GP, manager of pooled investment vehicles |
| CENTERVIEW PARTNERS LLC | Broker-dealer, municipal securities dealer, or gov securities broker or dealer |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| CENTERVIEW CAPITAL TECHNOLOGY EMPLOYEE FUND, L.P. | Private Equity Fund | $6.5M | $0.1M | 31 |
| CENTERVIEW CAPITAL TECHNOLOGY FUND (DELAWARE), L.P. | Private Equity Fund | $95.5M | $2.0M | 27 |
| CENTERVIEW CAPITAL TECHNOLOGY FUND-A (DELAWARE), L.P. | Private Equity Fund | $34.4M | $10.0M | 2 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| CENTERVIEW CAPITAL TECHNOLOGY MANAGEMENT LLC | Domestic Entity | – | GENERAL PARTNER | 04/2013 | < 5% |
| PRUZAN, ROBERT, ALAN | Individual | – | PARTNER | 04/2013 | < 5% |
| STJEAN, DAVID, PATTERSON | Individual | – | PARTNER | 04/2013 | < 5% |
| HOOPER, EDWIN, BICKFORD | Individual | – | PARTNER | 04/2013 | < 5% |
| DORMAN, DAVID, WYATT | Individual | – | PARTNER | 04/2013 | < 5% |
| VICARI, JEANNE | Individual | – | CFO | 04/2013 | < 5% |
| CENTERVIEW CAPITAL TECHNOLOGY MANAGEMENT HOLDINGS LLC | Domestic Entity | CENTERVIEW CAPITAL TECHNOLOGY MANAGEMENT LLC | MEMBER | 07/2020 | > 75% |
| CENTERVIEW CAPITAL HOLDINGS LLC | Domestic Entity | – | LIMITED PARTNER | 04/2013 | > 75% |
| WALSH, MATTHEW, CHRISTOPHER | Individual | – | GENERAL COUNSEL | 01/2016 | < 5% |
| Kosowsky, Amanda, Lenore | Individual | – | CHIEF COMPLIANCE OFFICER | 03/2021 | < 5% |
| RATZAN, BRIAN, KEITH | Individual | – | DIRECTOR | 01/2023 | < 5% |