THE COMMUNITY DEVELOPMENT VENTURE CAPITAL ALLIANCE

Adviser information for THE COMMUNITY DEVELOPMENT VENTURE CAPITAL ALLIANCE 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 Other (specify)
Fiscal Year End DECEMBER
Legal Location Minnesota, 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 802-114357
SEC ERA File Number 802-114357
SEC CIK Numbers None
SEC CRD Numbers 298795
Legal Entity Identifier None

Principal Office

475 RIVERSIDE DRIVE
SUITE 1264
NEW YORK
NY
United States
Monday - Friday, 9AM - 6PM
Tel: 212-594-6747, Fax: None

Chief Compliance Officer

None

Industry Affiliates

CDVCA INNOVATE NY GP, LLC Sponsor, GP, manager of pooled investment vehicles
CDVCA PUERTO RICO GP, LLC Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
THE PUERTO RICO FUND FOR GROWTH, L.P. FUND OF FUNDS, INCLUDING PRIVATE EQUITY, VENTURE CAPITAL, AND MEZZANINE DEBT FUNDS $39.8M $0.0M 2

Control Persons

Name Type Entity Title Since Ownership
TESDELL, KERWIN, EDGAR Individual PRESIDENT/BOARD DIRECTOR 03/1998 < 5%
LOY, ARLIN, THOMAS Individual BOARD DIRECTOR 12/2015 < 5%
BERNSTEIN, ALAN Individual BOARD DIRECTOR/TREASURER 03/2010 < 5%
HENSHAW, NATHANIEL Individual BOARD CHAIRMAN 12/2020 < 5%
TUCKER, STANLEY W Individual BOARD DIRECTOR 12/2012 < 5%
RIVERA, MYRNA, MILAGROS Individual BOARD DIRECTOR 08/2020 < 5%
Harris, Alexandria, Gray Individual BOARD SECRETARY 12/2020 < 5%

No. Employees, Historic

0002020202120222023202420250 on 3/31/20200 on 3/28/20210 on 2/15/20220 on 3/23/20230 on 2/6/2024