CAPYBARA MANAGEMENT, LLC

Adviser information for CAPYBARA MANAGEMENT, LLC last updated from Form ADV on March 21st, 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 Liability Company
Fiscal Year End DECEMBER
Legal Location Oregon, United States

Employees

Total Number of Employees 0
Investment Advisory/Research 0
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 No

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 0 $0
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
Compensation

Identifiers

SEC RIA File Number 802-110186
SEC ERA File Number 802-110186
SEC CIK Numbers None
SEC CRD Numbers 284209
Legal Entity Identifier None

Principal Office

760 SW 9TH AVENUE
SUITE 2250
PORTLAND
OR
United States
Monday - Friday, 9:00AM TO 6:00PM
Tel: 503.727.2197, Fax: None

Chief Compliance Officer

ERIC ROSENFELD
760 SW 9TH
SUITE 2250
PORTLAND
OR
United States
Tel: 503.943.0846
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
CAPYBARA VENTURES LLC Venture Capital Fund $1.6M $0.1M 26
OAFBRIGHTMD LLC Venture Capital Fund $0.3M $0.0M 10
OAFJAMA LLC Venture Capital Fund $1.4M $0.1M 7
OREGON ANGEL FUND 2007, LLC Venture Capital Fund $0.9M $0.0M 36
OREGON ANGEL FUND 2008, LLC Venture Capital Fund $2.5M $0.0M 72
OREGON ANGEL FUND 2010, LLC Venture Capital Fund $3.1M $0.0M 80
OREGON ANGEL FUND 2011, LLC Venture Capital Fund $3.4M $0.0M 84
OREGON ANGEL FUND 2012, LLC Venture Capital Fund $4.7M $0.0M 101
OREGON ANGEL FUND 2013, LLC Venture Capital Fund $5.8M $0.0M 137
OREGON ANGEL FUND 2014, LLC Venture Capital Fund $7.7M $0.0M 170
OREGON ANGEL FUND 2015, LLC Venture Capital Fund $8.4M $0.0M 163
OREGON ANGEL FUND 2016, LLC Venture Capital Fund $8.3M $0.0M 169
OREGON ANGEL FUND 2017A, LLC Venture Capital Fund $3.1M $0.0M 107
OREGON ANGEL FUND 2017Q, LLC Venture Capital Fund $5.2M $0.0M 73
OREGON VENTURE FUND 2018-A, LLC Venture Capital Fund $3.1M $0.0M 75
OREGON VENTURE FUND 2018-Q, LLC Venture Capital Fund $3.9M $0.0M 65
OREGON VENTURE FUND 2019, LLC Venture Capital Fund $6.9M $0.0M 198
OREGON VENTURE FUND 2020, LLC Venture Capital Fund $8.7M $0.0M 206
OREGON VENTURE FUND 2021, LLC Venture Capital Fund $10.2M $0.0M 238
OREGON VENTURE FUND 2022, LLC Venture Capital Fund $16.0M $0.0M 281
OREGON VENTURE FUND 2023, LLC Venture Capital Fund $12.3M $0.0M 225
OREGON VENTURE FUND 2024, LLC Venture Capital Fund $0.0M $0.0M 0
OREGON VENTURE FUND XII, LLC Venture Capital Fund $15.8M $0.5M 15
OREGON VENTURE FUND XV, LLC Venture Capital Fund $28.3M $0.3M 57
OVF BAMBOO, LLC Venture Capital Fund $1.5M $0.1M 16
OVF CUSTOMER.IO, LLC Venture Capital Fund $3.0M $0.0M 37
OVF RISE, LLC Venture Capital Fund $0.5M $0.0M 8
OVF SALT & STRAW, LLC Venture Capital Fund $2.3M $0.1M 17

Control Persons

Name Type Entity Title Since Ownership
Rosenfeld, Eric, Joseph Individual MANAGING MEMBER 10/2011 25-50%
Maroney, Jonathan, Scott Individual CONNECTING AND CULTIVATING 09/2015 25-50%
COMPTON, MATTHEW, CLARK Individual PORTFOLIO SUPPORT 03/2018 25-50%
FLETCHER, LYNN, MARIE Individual OPERATIONS 01/2011 25-50%

No. Employees, Historic

0002020202120222023202420250 on 3/24/20200 on 3/12/20210 on 3/24/20220 on 3/10/20230 on 3/21/2024