CUVM, LLC

Adviser information for CUVM, LLC last updated from Form ADV on February 13th, 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 JUNE
Legal Location Wisconsin, 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 802-125010
SEC ERA File Number 802-125010
SEC CIK Numbers None
SEC CRD Numbers 319710
Legal Entity Identifier None

Principal Office

12800 NORTH LAKESHORE DRIVE
MEQUON
WI
United States
Monday - Friday, 9:00AM - 5:00PM
Tel: 262-243-2778, Fax: None

Websites

Chief Compliance Officer

None

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
CUINVESTORS-1, LLC Venture Capital Fund $0.1M $0.0M 6
CUINVESTORS-2, LLC Venture Capital Fund $0.3M $0.0M 8
CUINVESTORS-3, LLC Venture Capital Fund $0.2M $0.0M 5
CUINVESTORS-4, LLC Venture Capital Fund $0.1M $0.0M 2
CUINVESTORS-5, LLC Venture Capital Fund $0.2M $0.0M 5

Control Persons

Name Type Entity Title Since Ownership
CUVENTURES, INC. Domestic Entity MEMBER 12/2021 > 75%
SEM, DANIEL, S Individual PRESIDENT 12/2021 < 5%
GIELOW, CURTIS, CHARLES Individual VICE PRESIDENT 12/2021 < 5%
PROCHNOW, ALLEN, J Individual VICE PRESIDENT 12/2021 < 5%

No. Employees, Historic

00020222023202420250 on 4/13/20220 on 3/27/20230 on 6/1/20230 on 9/12/20230 on 2/13/2024