UPDATA PARTNERS
UPDATA MANAGEMENT, LLC Legal Name
Adviser information for UPDATA PARTNERS last updated from Form ADV on March 24th, 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 | 802-75265 |
|---|---|
| SEC ERA File Number | 802-75265 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 160994 |
| Legal Entity Identifier | None |
Principal Office
2100 L STREET NW5TH FLOOR
WASHINGTON, D.C.
DC
United States
Monday - Friday, 9AM - 6PM
Tel: 202-618-8750, Fax: 202-315-2668
Websites
Chief Compliance Officer
NoneIndustry Affiliates
| UPDATA PARTNERS | Other investment adviser, including financial planners |
| UPDATA PARTNERS | Sponsor, GP, manager of pooled investment vehicles |
| UPDATA PARTNERS | Sponsor, GP, manager of pooled investment vehicles |
| UPDATA PARTNERS | Sponsor, GP, manager of pooled investment vehicles |
| UPDATA PARTNERS | Sponsor, GP, manager of pooled investment vehicles |
| UPDATA PARTNERS | Sponsor, GP, manager of pooled investment vehicles |
| UPDATA PARTNERS | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| UPDATA PARTNERS III. L.P. | Venture Capital Fund | $15.4M | $0.1M | 38 |
| UPDATA PARTNERS IV, L.P. | Venture Capital Fund | $29.9M | $0.1M | 22 |
| UPDATA PARTNERS V, L.P. | Venture Capital Fund | $356.3M | $5.0M | 8 |
| UPDATA PARTNERS VI, L.P. | Venture Capital Fund | $544.1M | $5.0M | 12 |
| UPDATA PARTNERS VII, L.P. | Venture Capital Fund | $672.4M | $5.0M | 47 |
| UPDATA ULTIMO CO-INVESTMENT, L.P. | Venture Capital Fund | $60.0M | $60.0M | 1 |
| UPDATA VENTURE PARTNERS II, L.P. | Venture Capital Fund | $1.8M | $1.0M | 25 |
| UPDATA VENTURE PARTNERS IIB, L.P. | Venture Capital Fund | $0.4M | $0.3M | 25 |
| UVP II EXECUTIVE FUND, L.P. | Venture Capital Fund | $0.1M | $0.0M | 51 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| OLEAR, GREGORY | Individual | – | CFO | 02/2012 | < 5% |
| GRIFFIN, CARTER | Individual | – | MEMBER | 12/2013 | 50-75% |
| Seeber, Jonathan | Individual | – | MEMBER | 03/2017 | 50-75% |