GREEN BAY ADVISORS, LLC
Adviser information for GREEN BAY ADVISORS, LLC last updated from Form ADV on March 29th, 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 | 802-79063 |
|---|---|
| SEC ERA File Number | 802-79063 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 170205 |
| Legal Entity Identifier | None |
Principal Office
1300 EL CAMINO REALSUITE 100 #26
MENLO PARK
CA
United States
Monday - Friday, 9 AM - 5 PM
Tel: 415-689-5054, Fax: None
Chief Compliance Officer
ANTHONY SCHILLER
1300 EL CAMINO REAL
SUITE 100 #26
MENLO PARK
CA
United States
Tel:
415-689-5054
F**********@*******************M
(Full email address available in API data)
Industry Affiliates
| GBV TEAM FUND ONE, LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| GREEN BAY ADVISORS VENTURE, LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| GREEN BAY VENTURES 2021 MANAGER, LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| GREEN BAY VENTURES 2022 MANAGER, LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| GREEN BAY VENTURES CO-INVESTMENT MANAGER, LLC - 1T | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| GREEN BAY VENTURES CO-INVESTMENT MANAGER, LLC - DS I SERIES | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| GREEN BAY VENTURES CO-INVESTMENT MANAGER, LLC - DS II SERIES | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| GREEN BAY VENTURES CO-INVESTMENT MANAGER, LLC - DS III | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| GREEN BAY VENTURES CO-INVESTMENT MANAGER, LLC - EA | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| GREEN BAY VENTURES CO-INVESTMENT MANAGER, LLC - RI SERIES | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| GREEN BAY VENTURES CO-INVESTMENT MANAGER, LLC - SD | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| GREEN BAY VENTURES GROWTH MANAGER, LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| GREEN BAY VENTURES MANAGER, LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| GREEN BAY VENTURES PARTNERS FUND II MANAGER, LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| GREEN BAY VENTURES TACTICAL MANAGER, LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| GBV TEAM FUND ONE, LLC | Venture Capital Fund | $1.0M | $0.0M | 5 |
| GREEN BAY VENTURES - DS II, LLC | Venture Capital Fund | $362.9M | $0.0M | 41 |
| GREEN BAY VENTURES - DS, LLC | Venture Capital Fund | $183.5M | $0.0M | 22 |
| GREEN BAY VENTURES 2021, LLC | Venture Capital Fund | $117.2M | $0.0M | 32 |
| GREEN BAY VENTURES 2022, LLC | Venture Capital Fund | $121.6M | $0.0M | 22 |
| GREEN BAY VENTURES GROWTH, LLC | Venture Capital Fund | $215.4M | $0.0M | 34 |
| GREEN BAY VENTURES OPPORTUNITIES, LLC - 1T | Venture Capital Fund | $31.2M | $0.0M | 17 |
| GREEN BAY VENTURES OPPORTUNITIES, LLC - DS III | Venture Capital Fund | $10.3M | $0.0M | 11 |
| GREEN BAY VENTURES OPPORTUNITIES, LLC - EA | Venture Capital Fund | $4.2M | $0.0M | 21 |
| GREEN BAY VENTURES OPPORTUNITIES, LLC - RI | Venture Capital Fund | $0.1M | $0.0M | 26 |
| GREEN BAY VENTURES OPPORTUNITIES, LLC - SD | Venture Capital Fund | $0.2M | $0.0M | 17 |
| GREEN BAY VENTURES PARTNERS FUND II, LLC | Venture Capital Fund | $2.9M | $0.0M | 4 |
| GREEN BAY VENTURES TACTICAL CAPITAL, LLC | Venture Capital Fund | $41.4M | $0.0M | 24 |
| GREEN BAY VENTURES, LLC | Venture Capital Fund | $212.5M | $0.0M | 48 |
| KIC CO-INVEST, LLC | Venture Capital Fund | $3.7M | $0.0M | 20 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| KRAMLICH, CHARLES, RICHARD | Individual | – | CHAIRMAN - GREEN BAY ADVISORS, LLC | 11/2013 | < 5% |
| SCHILLER, ANTHONY | Individual | – | MANAGING MEMBER - GREEN BAY ADVISORS, LLC | 11/2013 | 50-75% |
| KRAMLICH LIVING TRUST | Domestic Entity | – | MEMBER - GREEN BAY ADVISORS, LLC | 11/2013 | 50-75% |
| KRAMLICH, CHARLES, RICHARD | Individual | KRAMLICH LIVING TRUST | TRUSTEE | 06/1994 | > 75% |
| GREEN BAY ADVISORS VENTURE, LLC | Domestic Entity | – | MANAGING MEMBER - GREEN BAY VENTURES MANAGER, LLC | 05/2017 | < 5% |
| SCHILLER, ANTHONY | Individual | SNW, LLC | MANAGING MEMBER | 10/2014 | > 75% |
| SNW, LLC | Domestic Entity | – | MEMBER - GREEN BAY VENTURES MANAGER, LLC | 05/2017 | 25-50% |
| BELSHAW CS, LLC | Domestic Entity | – | MEMBER - GREEN BAY VENTURES MANAGER, LLC | 05/2017 | 5-10% |
| TATHAM, CASEY, B | Individual | BELSHAW CS, LLC | MANAGING MEMBER | 05/2020 | > 75% |
| KRAMLICH LIVING TRUST | Domestic Entity | – | MEMBER - KRAMLICH INVESTMENT COMPANY, LLC | 07/2012 | > 75% |
| SNW, LLC | Domestic Entity | – | MEMBER - KRAMLICH INVESTMENT COMPANY, LLC | 07/2012 | 10-25% |
| KRAMLICH, CHARLES, RICHARD | Individual | – | CHAIRMAN - KRAMLICH INVESTMENT COMPANY, LLC | 07/2012 | < 5% |
| SCHILLER, ANTHONY | Individual | – | MANAGING MEMBER - KRAMLICH INVESTMENT COMPANY, LLC | 07/2012 | < 5% |
| KRAMBO, LLC | Domestic Entity | GREEN BAY ADVISORS VENTURE, LLC | MEMBER | 05/2017 | 50-75% |
| GREEN BAY ADVISORS VENTURE, LLC | Domestic Entity | – | MANAGING MEMBER - GREEN BAY VENTURES GROWTH MANAGER, LLC | 11/2018 | < 5% |
| KRAMLICH LIVING TRUST | Domestic Entity | – | MEMBER - GREEN BAY VENTURES GROWTH MANAGER, LLC | 11/2018 | 10-25% |
| SNW, LLC | Domestic Entity | – | MEMBER - GREEN BAY VENTURES GROWTH MANAGER, LLC | 11/2018 | 25-50% |
| BELSHAW CS, LLC | Domestic Entity | – | MEMBER - GREEN BAY VENTURES CO-INVESTMENT MANAGER, LLC - DS I SERIES | 11/2019 | 5-10% |
| GREEN BAY ADVISORS VENTURE, LLC | Domestic Entity | – | MANAGING MEMBER - GREEN BAY VENTURES CO-INVESTMENT MANAGER, LLC - DS I SERIES | 11/2019 | < 5% |
| GREEN BAY ADVISORS VENTURE, LLC | Domestic Entity | – | MANAGING MEMBER - GREEN BAY VENTURES CO-INVESTMENT MANAGER, LLC - DS II SERIES | 11/2019 | < 5% |
| GREEN BAY ADVISORS VENTURE, LLC | Domestic Entity | – | MANAGING MEMBER - GREEN BAY VENTURES TACTICAL MANAGER, LLC | 01/2020 | < 5% |
| KRAMLICH LIVING TRUST | Domestic Entity | – | MEMBER - GREEN BAY VENTURES CO-INVESTMENT MANAGER, LLC - DS II SERIES | 11/2019 | 10-25% |
| KRAMLICH LIVING TRUST | Domestic Entity | – | MEMBER - GREEN BAY VENTURES TACTICAL MANAGER, LLC | 01/2020 | 25-50% |
| SNW, LLC | Domestic Entity | – | MEMBER - GREEN BAY VENTURES CO-INVESTMENT MANAGER, LLC - DS I SERIES | 11/2019 | 25-50% |
| SNW, LLC | Domestic Entity | – | MEMBER - GREEN BAY VENTURES CO-INVESTMENT MANAGER, LLC - DS II SERIES | 11/2019 | 25-50% |
| SNW, LLC | Domestic Entity | – | MEMBER - GREEN BAY VENTURES TACTICAL MANAGER, LLC | 01/2020 | 25-50% |
| GREEN BAY ADVISORS VENTURE, LLC | Domestic Entity | – | MANAGING MEMBER - GREEN BAY VENTURES 2021 MANAGER, LLC | 12/2020 | < 5% |
| GREEN BAY ADVISORS VENTURE, LLC | Domestic Entity | – | MANAGING MEMBER - GREEN BAY VENTURES CO-INVESTMENT MANAGER, LLC - RI SERIES | 03/2021 | < 5% |
| GREEN BAY ADVISORS VENTURE, LLC | Domestic Entity | – | MANAGING MEMBER - GREEN BAY VENTURES CO-INVESTMENT MANAGER, LLC - SD | 07/2021 | < 5% |
| GREEN BAY ADVISORS VENTURE, LLC | Domestic Entity | – | MANAGING MEMBER - GREEN BAY VENTURES CO-INVESTMENT MANAGER, LLC - 1T | 11/2021 | < 5% |
| GREEN BAY ADVISORS VENTURE, LLC | Domestic Entity | – | MANAGING MEMBER - GREEN BAY VENTURES CO-INVESTMENT MANAGER, LLC - DS III | 08/2021 | < 5% |
| GREEN BAY ADVISORS VENTURE, LLC | Domestic Entity | – | MANAGING MEMBER - GREEN BAY VENTURES CO-INVESTMENT MANAGER, LLC - EA | 01/2022 | < 5% |
| GREEN BAY ADVISORS VENTURE, LLC | Domestic Entity | – | MANAGING MEMBER - GREEN BAY VENTURES PARTNERS FUND II MANAGER, LLC | 11/2021 | < 5% |
| GREEN BAY ADVISORS VENTURE, LLC | Domestic Entity | – | MANAGING MEMBER - GREEN BAY VENTURES 2022 MANAGER, LLC | 02/2022 | < 5% |
| KRAMLICH LIVING TRUST | Domestic Entity | – | MEMBER - GREEN BAY VENTURES CO-INVESTMENT MANAGER, LLC - RI SERIES | 03/2021 | 25-50% |
| KRAMLICH LIVING TRUST | Domestic Entity | – | MEMBER - GREEN BAY VENTURES CO-INVESTMENT MANAGER, LLC - SD | 07/2021 | 25-50% |
| KRAMLICH LIVING TRUST | Domestic Entity | – | MEMBER - GREEN BAY VENTURES CO-INVESTMENT MANAGER, LLC - 1T | 11/2021 | 25-50% |
| KRAMLICH LIVING TRUST | Domestic Entity | – | MEMBER - GREEN BAY VENTURES CO-INVESTMENT MANAGER, LLC - DS III | 08/2021 | 25-50% |
| KRAMLICH LIVING TRUST | Domestic Entity | – | MEMBER - GREEN BAY VENTURES CO-INVESTMENT MANAGER, LLC - EA | 01/2022 | 25-50% |
| KRAMLICH LIVING TRUST | Domestic Entity | – | MEMBER - GREEN BAY VENTURES PARTNERS FUND MANAGER II, LLC | 11/2021 | 50-75% |
| KRAMLICH LIVING TRUST | Domestic Entity | – | MEMBER - GREEN BAY VENTURES 2021 MANAGER, LLC | 12/2020 | 25-50% |
| KRAMLICH LIVING TRUST | Domestic Entity | – | MEMBER - GREEN BAY VENTURES 2022 MANAGER, LLC | 02/2022 | 25-50% |
| SNW, LLC | Domestic Entity | – | MEMBER - GREEN BAY VENTURES CO-INVESTMENT MANAGER, LLC - RI SERIES | 03/2021 | 25-50% |
| SNW, LLC | Domestic Entity | – | MEMBER - GREEN BAY VENTURES CO-INVESTMENT MANAGER, LLC - SD | 07/2021 | 25-50% |
| SNW, LLC | Domestic Entity | – | MEMBER - GREEN BAY VENTURES CO-INVESTMENT MANAGER, LLC - 1T | 11/2021 | 25-50% |
| SNW, LLC | Domestic Entity | – | MEMBER - GREEN BAY VENTURES CO-INVESTMENT MANAGER, LLC - DS III | 08/2021 | 25-50% |
| SNW, LLC | Domestic Entity | – | MEMBER - GREEN BAY VENTURES CO-INVESTMENT MANAGER, LLC - EA | 01/2022 | 25-50% |
| SNW, LLC | Domestic Entity | – | MEMBER - GREEN BAY VENTURES PARTNERS FUND MANAGER II, LLC | 11/2021 | 50-75% |
| SNW, LLC | Domestic Entity | – | MEMBER - GREEN BAY VENTURES 2021 MANAGER, LLC | 12/2020 | 25-50% |
| SNW, LLC | Domestic Entity | – | MEMBER - GREEN BAY VENTURES 2022 MANAGER, LLC | 02/2022 | 25-50% |
| PD MANAGEMENT, LLC | Domestic Entity | – | MEMBER - GREEN BAY VENTURES CO-INVESTMENT MANAGER, LLC - DS I SERIES | 12/2021 | 25-50% |
| PD MANAGEMENT, LLC | Domestic Entity | – | MEMBER - GREEN BAY VENTURES CO-INVESTMENT MANAGER, LLC - DS II SERIES | 12/2021 | 25-50% |
| PD MANAGEMENT, LLC | Domestic Entity | – | MEMBER - GREEN BAY VENTURES GROWTH MANAGER, LLC | 12/2021 | 25-50% |
| PD MANAGEMENT, LLC | Domestic Entity | – | MEMBER - GREEN BAY VENTURES TACTICAL MANAGER, LLC | 12/2021 | 10-25% |
| PD MANAGEMENT, LLC | Domestic Entity | – | MEMBER - GREEN BAY VENTURES 2021 MANAGER, LLC | 12/2021 | 10-25% |
| HYPERTELIA, LLC | Domestic Entity | GREEN BAY ADVISORS VENTURE, LLC | MEMBER | 05/2017 | 50-75% |
| KRAMLICH, CHARLES, RICHARD | Individual | PD MANAGEMENT, LLC | TRUSTEE | 12/2021 | 50-75% |
| KRAMLICH, PAMELA, PALMER | Individual | PD MANAGEMENT, LLC | TRUSTEE | 12/2021 | 50-75% |
| SCHILLER, ANTHONY | Individual | HYPERTELIA, LLC | MANAGING MEMBER | 03/2021 | > 75% |
| KRAMLICH, CHARLES, RICHARD | Individual | KRAMBO, LLC | MANAGING MEMBER | 03/2021 | > 75% |
| PD MANAGEMENT, LLC | Domestic Entity | – | MEMBER - GREEN BAY VENTURES MANAGER, LLC | 12/2021 | 25-50% |
| KRAMLICH LIVING TRUST | Domestic Entity | – | MEMBER - GBV TEAM FUND ONE, LLC | 10/2022 | 25-50% |
| SNW, LLC | Domestic Entity | – | MEMBER - GBV TEAM FUND ONE, LLC | 10/2022 | 25-50% |