INSTITUTIONAL VENTURE MANAGEMENT XII,LLC
INSTITUTIONAL VENTURE MANAGEMENT XII, LLC Legal Name
Adviser information for INSTITUTIONAL VENTURE MANAGEMENT XII,LLC last updated from Form ADV on March 8th, 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 | 802-74846 |
|---|---|
| SEC ERA File Number | 802-74846 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 160084 |
| Legal Entity Identifier | None |
Principal Office
3000 SAND HILL ROADBLDG 2, STE.250
MENLO PARK
CA
United States
Monday - Friday, 8:00 A.M. TO 6:00 P.M.
Tel: 650-854-0132, Fax: 650-854-2009
Chief Compliance Officer
LESLIE STOLPER
VP, LEGAL & COMPLIANCE
747 FRONT STREET, SUITE 100
SAN FRANCISCO
CA
United States
Tel:
415-432-4660
Fax:
415-432-4679
L*******@******M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| INSTITUTIONAL VENTURE PARTNERS XII, L.P. | Venture Capital Fund | $4.6M | $0.1M | 82 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| CHAFFEE, TODD, CLAYTON | Individual | – | MANAGING DIRECTOR | 01/2007 | 10-25% |
| FOGELSONG, NORMAN, ARTHUR | Individual | – | MANAGING DIRECTOR | 01/2007 | 10-25% |
| MALTZ, JULES, ANDREW | Individual | – | PARTNER | 05/2011 | < 5% |
| HARRICK, STEPHEN, JAMES | Individual | – | MANAGING DIRECTOR | 01/2007 | 10-25% |
| PHELPS, DENNIS, BRIAN | Individual | – | MANAGING DIRECTOR | 01/2007 | 10-25% |
| MILLER, JOSEPH, SANFORD | Individual | – | MANAGING DIRECTOR | 01/2007 | 10-25% |
| NORMAN A./JILL M. FOGELSONG TRUST | Domestic Entity | – | MEMBER | 01/2007 | 10-25% |
| STEPHEN J. HARRICK/JENNIFER U. MIN TRUST | Domestic Entity | – | MEMBER | 01/2007 | 10-25% |
| NORMAN A./JILL M. FOGELSONG | Individual | NORMAN A./JILL M. FOGELSONG TRUST | TRUSTEE | 01/2007 | |
| STEPHEN J. HARRICK/JENNIFER U. MIN | Individual | HARRICK/MIN TRUST | TRUSTEE | 01/2007 | |
| J. SANFORD MILLER TRUSTEE OF THE J. SANFORD MILLER TRUST | Individual | J. SANFORD MILLER TRUST | TRUSTEE | 12/2008 | |
| V. ZHANG MILLER, TRUSTEE OF V. ZHANG MILLER TRUST | Individual | V. ZHANG MILLER TRUST | TRUSTEE | 12/2008 | |
| FIDUCIARY TRUST INTERNATIONAL OF DELAWARE | Domestic Entity | THE VINIE AND J. SANFORD MILLER 2012 GST EXEMPT TRUST FOR JOSEPHINE | TRUSTEE | 10/2012 | |
| FIDUCIARY TRUST INTERNATIONAL OF DELAWARE | Domestic Entity | THE VINIE AND J. SANFORD MILLER 2012 GST EXEMPT TRUST FOR KATHERINE | TRUSTEE | 10/2012 | |
| DENNIS B. PHELPS, JR. REVOCABLE TRUST | Domestic Entity | – | MEMBER | 10/2014 | 10-25% |
| PHELPS, DENNIS BRIAN | Individual | DENNIS B. PHELPS, JR. REVOCABLE TRUST | TRUSTEE | 10/2014 | |
| HOGAN, TRACY | Individual | – | CFO | 01/2015 | < 5% |
| MILLER VENTURE PARTNERS WEST LP | Domestic Entity | – | MEMBER | 12/2021 | 5-10% |
| MILLER VENTURE PARTNERS EAST LP | Domestic Entity | – | MEMBER | 12/2021 | 5-10% |
| J. SANFORD MILLER TRUST, THE GENERAL PARTNER OF MILLER VENTURES WEST LP | Domestic Entity | MILLER VENTURE PARTNERS WEST LP | PARTNER | 12/2021 | |
| THE VINIE AND J. SANFORD MILLER 2012 GST EXEMPT TRUST FOR JOSEPHINE, A LIMITED PARTNER OF MILLER VENTURE PARTNERS WEST LP | Domestic Entity | MILLER VENTURE PARTNERS WEST LP | PARTNER | 12/2021 | 50-75% |
| THE VINIE AND J. SANFORD MILLER 2012 GST EXEMPT TRUST FOR KATHERINE, A LIMITED PARTNER OF MILLER VENTURE PARTNERS WEST LP | Domestic Entity | MILLER VENTURE PARTNERS WEST LP | PARTNER | 12/2021 | 50-75% |
| V. ZHANG MILLER TRUST, THE GENERAL PARTNER OF MILLER VENTURE PARTNERS EAST LP | Domestic Entity | MILLER VENTURE PARTNERS EAST LP | PARTNER | 12/2021 | |
| THE VINIE AND J. SANFORD MILLER 2012 GST EXEMPT TRUST FOR JOSEPHINE, A LIMITED PARTNER OF MILLER VENTURE PARTNERS EAST LP | Domestic Entity | MILLER VENTURE PARTNERS EAST LP | PARTNER | 12/2021 | 50-75% |
| THE VINIE AND J. SANFORD MILLER 2012 GST EXEMPT TRUST FOR KATHERINE, A LIMITED PARTNER OF MILLER VENTURE PARTNERS EAST LP | Domestic Entity | MILLER VENTURE PARTNERS EAST LP | PARTNER | 12/2021 | 50-75% |