INSTITUTIONAL VENTURE MANAGEMENT XIV, LLC

Adviser information for INSTITUTIONAL VENTURE MANAGEMENT XIV, LLC last updated from Form ADV on March 27th, 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 802-77042
SEC ERA File Number 802-77042
SEC CIK Numbers 1550304
SEC CRD Numbers 165005
Legal Entity Identifier None

Principal Office

3000 SAND HILL ROAD
BLDG. 2, STE. 250
MENLO PARK
CA
United States
Monday - Friday, 8:00 A.M - 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
(Full email address available in API data)

Industry Affiliates

BOW TIE ANGELS - A GP, LLC Sponsor, GP, manager of pooled investment vehicles
INSTITUTIONAL VENTURE MANAGEMENT HOLDINGS XVI, LLC Sponsor, GP, manager of pooled investment vehicles
INSTITUTIONAL VENTURE MANAGEMENT HOLDINGS XVII, LLC Sponsor, GP, manager of pooled investment vehicles
INSTITUTIONAL VENTURE MANAGEMENT HOLDINGS XVIII, LLC Sponsor, GP, manager of pooled investment vehicles
INSTITUTIONAL VENTURE MANAGEMENT XIII, LLC Other investment adviser, including financial planners
INSTITUTIONAL VENTURE MANAGEMENT XV, LLC Other investment adviser, including financial planners
INSTITUTIONAL VENTURE MANAGEMENT XVI, LLC Other investment adviser, including financial planners
INSTITUTIONAL VENTURE MANAGEMENT XVII, LLC Other investment adviser, including financial planners
INSTITUTIONAL VENTURE MANAGEMENT XVIII, LLC Other investment adviser, including financial planners
INSTITUTIONAL VENTURE PARTNERS UK LLP Other investment adviser, including financial planners
IVP XVII-A GP, LLC Sponsor, GP, manager of pooled investment vehicles
IVP XVII-B GP, LLC Sponsor, GP, manager of pooled investment vehicles
IVP XVII-C GP, LLC Sponsor, GP, manager of pooled investment vehicles
IVP XVII-D GP, LLC Sponsor, GP, manager of pooled investment vehicles

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
INSTITUTIONAL VENTURE PARTNERS XIV, L.P. Venture Capital Fund $441.2M $0.1M 100

Control Persons

Name Type Entity Title Since Ownership
CHAFFEE, TODD, CLAYTON Individual MANAGING DIRECTOR 06/2012 10-25%
FOGELSONG, NORMAN, ARTHUR Individual MANAGING DIRECTOR 06/2012 10-25%
MALTZ, JULES, ANDREW Individual MANAGING DIRECTOR 06/2012 5-10%
HARRICK, STEPHEN, JAMES Individual MANAGING DIRECTOR 06/2012 10-25%
PHELPS, DENNIS, BRIAN Individual MANAGING DIRECTOR 06/2012 10-25%
MILLER, JOSEPH, SANFORD Individual MANAGING DIRECTOR 06/2012 10-25%
NORMAN A./JILL M. FOGELSONG TRUST Domestic Entity MEMBER 06/2012 10-25%
STEPHEN J. HARRICK/JENNIFER U. MIN TRUST Domestic Entity MEMBER 06/2012 10-25%
NORMAN A./JILL M. FOGELSONG Individual NORMAN A./JILL M. FOGELSONG TRUST TRUSTEE 06/2012
STEPHEN J. HARRICK/JENNIFER U. MIN Individual HARRICK/MIN TRUST TRUSTEE 06/2012
J. SANFORD MILLER, TRUSTEE OF THE J.SANFORD MILLER TRUST Individual J. SANFORD MILLER TRUST TRUSTEE 06/2012
V. ZHANG MILLER, TRUSTEE OF THE V. ZHANG MILLER TRUST Individual V. ZHANG MILLER TRUST TRUSTEE 06/2012
FIDUCIARY TRUST INTERNATIONAL OF DELAWARE Domestic Entity THE VINIE AND J. SANFORD MILLER 2012 GST EXEMPT TRUST FOR JOSEPHINE TRUSTEE 07/2013
FIDUCIARY TRUST INTERNATIONAL OF DELAWARE Domestic Entity THE VINIE AND J. SANFORD MILLER 2012 GST EXEMPT TRUST FOR KATHERINE TRUSTEE 07/2013
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%
JULES MALTZ AND KELLY GREENWOOD FAMILY TRUST Domestic Entity MEMBER 07/2018 5-10%
JULES MALTZ/KELLY GREENWOOD Individual JULES MALTZ AND KELLY GREENWOOD FAMILY TRUST TRUSTEE 07/2018
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 VENTURE PARTNERS 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%
Stolper, Leslie Individual CCO 12/2023 < 5%

No. Employees, Historic

0002020202120222023202420250 on 3/27/20200 on 3/26/20210 on 3/25/20220 on 3/27/20230 on 3/27/2024

Holdings

From latest 13F, filed November 9th, 2023 for period ending September 30th, 2023
Name Class Value $USD # Shares Private Fund
OPORTUN FINL CORP COM 22M 3M
ZIPRECRUITER INC CL A 46M 4M