STAGE 2 CAPITAL ADVISORS
STAGE 2 CAPITAL ADVISORS, LLC Legal Name
Adviser information for STAGE 2 CAPITAL ADVISORS last updated from Form ADV on March 31st, 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 | 802-130173 |
|---|---|
| SEC ERA File Number | 802-130173 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 314199 |
| Legal Entity Identifier | None |
Principal Office
215 LINCOLN RDLINCOLN
MA
United States
Monday - Friday, 9-5
Tel: 617-360-1442, Fax: None
Chief Compliance Officer
NoneIndustry Affiliates
| STAGE 2 CAPITAL FUND II GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
| STAGE 2 CAPITAL FUND III GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
| STAGE 2 CAPITAL GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
| STAGE 2 CAPITAL GROWTH SERIES MANAGER LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| STAGE 2 CAPITAL FUND II-A, L.P. | Venture Capital Fund | $69.0M | $0.0M | 180 |
| STAGE 2 CAPITAL FUND II, L.P. | Venture Capital Fund | $13.8M | $0.0M | 92 |
| STAGE 2 CAPITAL FUND III L.P. | Venture Capital Fund | $6.5M | $0.0M | 80 |
| STAGE 2 CAPITAL FUND III-A, L.P. | Venture Capital Fund | $57.4M | $0.0M | 186 |
| STAGE 2 CAPITAL FUND, L.P. | Venture Capital Fund | $61.1M | $0.0M | 98 |
| STAGE 2 CAPITAL SPV AR, LP | Venture Capital Fund | $0.5M | $0.0M | 28 |
| STAGE 2 CAPITAL SPV GIG, LP | Venture Capital Fund | $0.9M | $0.0M | 35 |
| STAGE 2 CAPITAL SPV GROWTH SERIES LLC - SERIES NEGOTIATUS | Venture Capital Fund | $15.0M | $0.0M | 2 |
| STAGE 2 CAPITAL SPV GROWTH SERIES LLC - SERIES ORDER | Venture Capital Fund | $5.0M | $0.0M | 1 |
| STAGE 2 CAPITAL SPV GROWTH SERIES LLC - SERIES SIA | Venture Capital Fund | $5.2M | $0.0M | 1 |
| STAGE 2 CAPITAL SPV GS LP | Venture Capital Fund | $1.4M | $0.0M | 37 |
| STAGE 2 CAPITAL SPV GY, LP | Venture Capital Fund | $0.9M | $0.0M | 47 |
| STAGE 2 CAPITAL SPV LR 2, LP | Venture Capital Fund | $2.6M | $0.0M | 5 |
| STAGE 2 CAPITAL SPV LR, LLC | Venture Capital Fund | $1.8M | $0.0M | 21 |
| STAGE 2 CAPITAL SPV MP, LP | Venture Capital Fund | $1.1M | $0.0M | 45 |
| STAGE 2 CAPITAL SPV MT, LP | Venture Capital Fund | $0.6M | $0.0M | 43 |
| STAGE 2 CAPITAL SPV OCP, LP | Venture Capital Fund | $0.7M | $0.0M | 28 |
| STAGE 2 CAPITAL SPV PPK, LP | Venture Capital Fund | $0.7M | $0.0M | 34 |
| STAGE 2 CAPITAL SPV QPA, LP | Venture Capital Fund | $1.6M | $0.0M | 44 |
| STAGE 2 CAPITAL SPV SD, LP | Venture Capital Fund | $1.0M | $0.0M | 38 |
| STAGE 2 CAPITAL SPV SIA II, LP | Venture Capital Fund | $1.6M | $0.0M | 53 |
| STAGE 2 CAPITAL SPV SIA III, LP | Venture Capital Fund | $1.8M | $0.0M | 48 |
| STAGE 2 CAPITAL SPV SIA, LP | Venture Capital Fund | $0.5M | $0.0M | 34 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| Po, Jay | Individual | – | MANAGING MEMBER | 09/2018 | 50-75% |
| Roberge, Mark | Individual | – | MANAGING MEMBER | 09/2018 | 50-75% |