TAMPA BAY VENTURES, LLC
Adviser information for TAMPA BAY VENTURES, LLC last updated from Form ADV on February 27th, 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 | Florida, 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 | 802-127541 |
|---|---|
| SEC ERA File Number | 802-127541 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 325354 |
| Legal Entity Identifier | None |
Principal Office
401 E. JACKSON STREET, SUITE 3300TAMPA
FL
United States
Monday - Friday, 9 AM TO 5 PM
Tel: 727-238-5265, Fax: None
Chief Compliance Officer
MARCUS ADOLFSSON
MANAGER
401 E. JACKSON STREET, SUITE 3300
TAMPA
FL
United States
Tel:
(727) 238-5265
M*****@************M
(Full email address available in API data)
Industry Affiliates
| TAMPA BAY VENTURES SEED FUND I GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
| THOMAS T. FREDERICK | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| TAMPA BAY VENTURES SEED FUND I, LP | Venture Capital Fund | $25.8M | $0.1M | 50 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| Calabrese, Andreas, Daniel | Individual | – | MANAGER | 07/2021 | < 5% |
| Adolfsson, Marcus, Eric Axel | Individual | – | CHIEF COMPLIANCE OFFICER, MANAGER | 07/2021 | < 5% |
| Frederick, Thomas, Theodore | Individual | – | MANAGER | 07/2021 | < 5% |
| Barnett, Wesley, Robinson | Individual | – | MANAGER | 07/2021 | < 5% |
| AXEL INVESTMENTS LLC | Domestic Entity | – | MEMBER | 07/2021 | 25-50% |
| ZUES & ZION L.L.C. | Domestic Entity | – | MEMBER | 07/2021 | 10-25% |
| THOMAS T. FREDERICK REVOCABLE TRUST AGREEMENT OF 2007 | Domestic Entity | – | MEMBER | 07/2021 | 10-25% |
| LAKELAND VENTURE PARTNERS I, LLC | Domestic Entity | – | MEMBER | 07/2021 | 10-25% |
| Calabrese, Andreas, Daniel | Individual | ZUES & ZION L.L.C. | MEMBER | 07/2021 | > 75% |
| Adolfsson, Marcus, Eric Axel | Individual | AXEL INVESTMENTS LLC | MANAGER AND MEMBER | 10/2013 | > 75% |
| Frederick, Thomas, Theodore | Individual | THOMAS T. FREDERICK REVOCABLE TRUST AGREEMENT OF 2007 | TRUSTEE | 01/2007 | |
| WESLEY ROBINSON BARNETT REVOCABLE TRUST | Domestic Entity | LAKELAND VENTURE PARTNERS I, LLC | MANAGER AND MEMBER | 06/2021 | > 75% |
| Barnett, Wesley, Robinson | Individual | WESLEY ROBINSON BARNETT REVOCABLE TRUST | TRUSTEE | 05/2015 |