{ "crd_number": 318409, "slug": "haun-ventures-management-lp-menlo-park-ca-318409", "primary_business_name": "HAUN VENTURES MANAGEMENT LP", "legal_name": "HAUN VENTURES MANAGEMENT LP", "dbas": [], "city": "Menlo Park", "state": "CA", "country": "United States", "cbsa_code": "41860", "metro": { "cbsa_code": "41860", "common_name": "San Francisco", "msa_name": "San Francisco-Oakland-Fremont, CA", "path": "/advisors/ca/san-francisco" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2023-07-24", "years_registered": 3, "period": "2026-10-01", "filing_date": "2026-03-31", "carried_forward": false, "raum_total": 2489719681.0, "raum_discretionary": 2489719681.0, "raum_non_discretionary": 0.0, "raum_band": "1b_5b", "raum_band_label": "$1 billion to $5 billion", "total_employees": 11, "advisory_employees": 5, "client_count_bucket": null, "clients_by_type": { "pooled_investment_vehicles": { "raum": 2489719681.0, "count": 10 } }, "compensation_types": [ "percentage_of_aum", "performance_based" ], "advisory_activities": [ "portfolio_management_pooled_vehicles" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [ "CA" ], "websites": [ "https://haun.co", "https://linkedin.com/company/haun-ventures", "https://x.com/haunventures" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/318409", "city_as_filed": "MENLO PARK", "url": "https://advisorcensus.com/firm/haun-ventures-management-lp-menlo-park-ca-318409", "display_name": "Haun Ventures Management LP", "summary": "Haun Ventures Management LP is an SEC-registered investment advisory firm in Menlo Park, CA, registered since 2023, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.", "citation": "AdvisorCensus. Haun Ventures Management LP (CRD 318409): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management", "Performance-based fees" ], "advisory_activity_labels": [ "Portfolio management for pooled investment vehicles (other than investment companies)" ], "quick_answers": [ { "q": "How is Haun Ventures Management LP compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Haun Ventures Management LP reports these compensation arrangements: a percentage of assets under its management; performance-based fees." }, { "q": "Where is Haun Ventures Management LP located?", "a": "Haun Ventures Management LP's principal office is in Menlo Park, CA, according to its Form ADV." }, { "q": "Is Haun Ventures Management LP registered with the SEC or a state?", "a": "Haun Ventures Management LP is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 318409." }, { "q": "How much does Haun Ventures Management LP manage?", "a": "Haun Ventures Management LP reports $2,489,719,681 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary)." }, { "q": "How have Haun Ventures Management LP's assets and staff changed since 2022?", "a": "In the Form ADV data for Haun Ventures Management LP: Regulatory assets under management: $1,429,842,239 in the October 2023 data and $2,489,719,681 in the October 2026 data, up 74%. Total employees: 11 in October 2023 and 11 in October 2026. Assets under management move with markets as well as with clients coming and going." }, { "q": "What types of clients does Haun Ventures Management LP serve?", "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (10)." }, { "q": "Does Haun Ventures Management LP report any disciplinary disclosures?", "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/318409" }, { "q": "What changed in Haun Ventures Management LP's recent Form ADV filings?", "a": "In the April 2026 filing data: Employees performing advisory functions went from 4 to 5. Regulatory assets under management went from $1,887,230,672 to $2,489,719,681 (+32%)." } ], "filing_history": [ { "period": "2022-10-01", "regulatory_assets_under_management": null, "total_employees": null, "filing_date": "2022-01-05" }, { "period": "2023-10-01", "regulatory_assets_under_management": 1429842239.0, "total_employees": 11, "filing_date": "2023-07-14" }, { "period": "2024-10-01", "regulatory_assets_under_management": 1519567031.0, "total_employees": 9, "filing_date": "2024-03-29" }, { "period": "2025-10-01", "regulatory_assets_under_management": 1887230672.0, "total_employees": 9, "filing_date": "2025-03-30" }, { "period": "2026-10-01", "regulatory_assets_under_management": 2489719681.0, "total_employees": 11, "filing_date": "2026-03-31" } ], "recent_changes": [ { "period": "2026-04-01", "period_label": "April 2026", "notes": [ "Employees performing advisory functions went from 4 to 5.", "Regulatory assets under management went from $1,887,230,672 to $2,489,719,681 (+32%)." ] } ], "fees_from_brochure": null, "custodians": [], "custodians_note": null, "markdown_url": "https://advisorcensus.com/firm/haun-ventures-management-lp-menlo-park-ca-318409.md", "clients": [ { "type": "pooled_investment_vehicles", "label": "Pooled investment vehicles (other than investment companies and business development companies)", "count": 10, "fewer_than_5": false, "raum": 2489719681.0 } ], "disclosure_line": "Reports no disclosure items on Form ADV Item 11.", "disclosure_items": [], "indexable": true, "suppressed": false, "claimed": false, "enhanced": false, "provided_by_the_firm": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "iapd_url": "https://adviserinfo.sec.gov/firm/summary/318409", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }