OPTUM VENTURES
OPTUM VENTURE MANAGEMENT, LLC Legal Name
Adviser information for OPTUM VENTURES last updated from Form ADV on February 6th, 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 | Delaware, 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 | 802-111924 |
|---|---|
| SEC ERA File Number | 802-111924 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 290116 |
| Legal Entity Identifier | None |
Principal Office
75 STATE STREET, 29TH FLOORBOSTON
MA
United States
Monday - Friday, 9:00 AM TO 5:00 PM
Tel: 617-410-4680, Fax: None
Chief Compliance Officer
NoneIndustry Affiliates
| OPTUM VENTURES | Other investment adviser, including financial planners |
| OPTUM VENTURES | Sponsor, GP, manager of pooled investment vehicles |
| OPTUM VENTURES | Sponsor, GP, manager of pooled investment vehicles |
| OPTUM VENTURES | Sponsor, GP, manager of pooled investment vehicles |
| OPTUM VENTURES | Sponsor, GP, manager of pooled investment vehicles |
| OPTUM VENTURES | Sponsor, GP, manager of pooled investment vehicles |
| OPTUM VENTURES | Sponsor, GP, manager of pooled investment vehicles |
| OPTUM VENTURES | Sponsor, GP, manager of pooled investment vehicles |
| OPTUM VENTURES | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| OPTUM VENTURE GLOBAL PARTNERS II, LP | Venture Capital Fund | $50.0M | $0.0M | 2 |
| OPTUM VENTURE GLOBAL PARTNERS, LP | Venture Capital Fund | $100.0M | $0.0M | 2 |
| OPTUM VENTURE PARTNERS II, LP | Venture Capital Fund | $360.0M | $0.0M | 2 |
| OPTUM VENTURE PARTNERS III, LP | Venture Capital Fund | $255.1M | $0.0M | 3 |
| OPTUM VENTURE PARTNERS IV, LP | Venture Capital Fund | $300.0M | $0.0M | 2 |
| OPTUM VENTURE PARTNERS, LP | Venture Capital Fund | $497.7M | $0.0M | 2 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| RENFRO, LARRY, CHESTER | Individual | – | OWNER | 08/2017 | 50-75% |
| RENFRO, STEPHEN, DANIEL | Individual | – | MANAGER | 08/2017 | 10-25% |
| McCausland, Dean, Alexander | Individual | – | CHIEF FINANCIAL OFFICER | 01/2018 | < 5% |
| Veroneau, Laura, Marie | Individual | – | MANAGER | 06/2023 | 10-25% |