PHYSIC VENTURES

PHYSIC VENTURES, LLC Legal Name

Adviser information for PHYSIC VENTURES last updated from Form ADV on March 8th, 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 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 802-75681
SEC ERA File Number 802-75681
SEC CIK Numbers None
SEC CRD Numbers 162100
Legal Entity Identifier None

Principal Office

4015 WESTSIDE RD
HEALDSBURG
CA
United States
BY APPT ONLY, BY APPT ONLY
Tel: 707-738-6555, Fax: None

Chief Compliance Officer

None

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
PHYSIC VENTURES, L.P. Venture Capital Fund $12.3M $1.0M 9

Control Persons

Name Type Entity Title Since Ownership
ROSENZWEIG, WILLIAM, BRIAN Individual MANAGER OF PHYSIC VENTURES, LLC; PHYSIC VENTURES MANAGEMENT, LLC 11/2006 > 75%
MADSEN, DION, CURTIS Individual NON MANAGING MEMBER OF PHYSIC VENTURES MANAGEMENT, LLC 01/2013 25-50%

No. Employees, Historic

000202020212022202320240 on 3/31/20200 on 3/30/20210 on 3/30/20220 on 3/8/2023