Data / Investment advisers / California / Portfolia Venture Management, LLC
Portfolia Venture Management, LLC, San Mateo, CA: exempt reporting adviser with 35 private funds
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Portfolia Venture Management, LLC is an exempt reporting adviser with its main office in San Mateo, California and reports 35 private funds in its Form ADV filed March 27, 2026.
The request: Watch Portfolia Venture Management, LLC (CRD number 316691): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- Exempt reporting adviser
- CRD number
- 316691
- SEC file number
- 802-122724
- SEC status
- ERA, Active, effective October 20, 2021
- Main office
- 3 East Third Ave, Suite 200, San Mateo, CA 94401
- Phone
- (650) 429-4362
- Website
- portfolia.co
- Form of organization
- Limited Liability Company
- Private funds
- 35: 35 venture capital funds
- Gross assets of private funds
- $74,732,415
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 27, 2026
- SEC record
- Investment Adviser Public Disclosure
Other advisers in San Mateo
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| International Asset Management | San Mateo | $173.1 million | Not listed | adviserinfo.sec.gov |
| Clear Retirement Advice LLC | San Mateo | $153.4 million | Not listed | adviserinfo.sec.gov |
| Bucher Wealth Advisors | San Mateo | $146.9 million | Not listed | adviserinfo.sec.gov |
| Tano Capital, LLC | San Mateo | $138 million | 1 | adviserinfo.sec.gov |
| Caregen Wealth Management | San Mateo | $109.9 million | Not listed | adviserinfo.sec.gov |
| DFJ Growth | San Mateo | Not listed | 21 | adviserinfo.sec.gov |
| Sierra Ventures Management III, L.L.C. | San Mateo | Not listed | 14 | adviserinfo.sec.gov |
| Sempervirens Ventures LLC | San Mateo | Not listed | 10 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in San Mateo, CA
- Investment advisers in California
- Advisers that manage private funds
- Portfolia Venture Management, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.