NRV

NRV ADVISORY, LLC Legal Name

Adviser information for NRV last updated from Form ADV on May 5th, 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 Liability Company
Fiscal Year End DECEMBER
Legal Location Virginia, 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 802-111819
SEC ERA File Number 802-111819
SEC CIK Numbers None
SEC CRD Numbers 289569
Legal Entity Identifier None

Principal Office

202 W. BROAD STREET
SUITE 324
RICHMOND
VA
United States
Monday - Friday, 9:00 A.M. - 5:00 P.M.
Tel: 8048872355, Fax: 8043277502

Chief Compliance Officer

None

Industry Affiliates

NRV Sponsor, GP, manager of pooled investment vehicles

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
NRV EARLY STAGE GROWTH FUND, L.P. Venture Capital Fund $33.0M $0.1M 83

Control Persons

Name Type Entity Title Since Ownership
Mooney, J, Robert Individual MEMBER/MANAGER 06/2016 25-50%
Chandler, Theodore, L. Individual MANAGER/MEMBER 06/2016 25-50%
UKROP, JAMES, EDWARD Individual MANAGER 06/2016 < 5%
BOB JIM, LLC Domestic Entity MEMBER 06/2016 25-50%
Mooney, J, Robert Individual BOB JIM, LLC MEMBER/MANAGER 08/2011 50-75%
UKROP, JAMES, EDWARD Individual BOB JIM, LLC MEMBER/MANAGER 08/2011 50-75%

No. Employees, Historic

0002019202020212022202320240 on 10/2/20190 on 2/20/20200 on 2/10/20210 on 5/2/20220 on 4/6/20230 on 5/5/2023