RED TREE MANAGEMENT, LLC
Adviser information for RED TREE MANAGEMENT, LLC last updated from Form ADV on March 29th, 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 | 802-130146 |
|---|---|
| SEC ERA File Number | 802-130146 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 311115 |
| Legal Entity Identifier | None |
Principal Office
2055 WOODSIDE ROADSUITE 270
REDWOOD CITY
CA
United States
Monday - Friday, 9 A.M. - 5 P.M.
Tel: 650-492-7900, Fax: None
Chief Compliance Officer
HEATH LUKATCH, PH.D.
MANAGING DIRECTOR
2055 WOODSIDE ROAD
SUITE 270
REDWOOD CITY
CA
United States
Tel:
650-492-7900
H****@************M
(Full email address available in API data)
Industry Affiliates
| RED TREE GP II, LLC | Sponsor, GP, manager of pooled investment vehicles |
| RED TREE GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
| RED TREE SPV MI GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| RED TREE SPV MI, L.P. | Venture Capital Fund | $5.1M | $0.0M | 1 |
| RED TREE VENTURE FUND SPV I, LLC | Venture Capital Fund | $2.5M | $0.8M | 75 |
| RED TREE VENTURE FUND SPV II, LLC | Venture Capital Fund | $2.0M | $0.6M | 75 |
| RED TREE VENTURE FUND, L.P. | Venture Capital Fund | $258.7M | $0.0M | 162 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| LUKATCH, HEATH SCOTT | Individual | – | MANAGING DIRECTOR | 02/2020 | > 75% |
| POTTER, MATTHEW, THOMAS | Individual | – | CFO | 08/2020 | < 5% |
| Lukatch, Carrie, Metz | Individual | – | MEMBER | 12/2021 | < 5% |