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AdvisorCensus / Financial advisors / California / San Jose / Olive Technology Ventures Management, LLC

Olive Technology Ventures Management, LLC

Palo Alto, CASEC-registered investment adviserCRD 289384

Filed as OLIVE TECHNOLOGY VENTURES MANAGEMENT, LLC

Olive Technology Ventures Management, LLC is an SEC-registered investment advisory firm in Palo Alto, CA, registered since 2021, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated April 30, 2026.

5 years
registered since 2021
$1,103,958,958
assets under management
2 arrangements
Percentage of assets, Performance-based
None
disclosure items (Item 11)

Quick answers

From the filing

How is Olive Technology Ventures Management, LLC compensated?

On its Form ADV (Item 5.E, October 2026), Olive Technology Ventures Management, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees.

How much does Olive Technology Ventures Management, LLC charge?

Its Form ADV Part 2A brochure dated April 30, 2026 states: Asset-based fee: 0.5% to 2.5% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement.

Where is Olive Technology Ventures Management, LLC located?

Olive Technology Ventures Management, LLC's principal office is in Palo Alto, CA, according to its Form ADV.

Is Olive Technology Ventures Management, LLC registered with the SEC or a state?

Olive Technology Ventures Management, LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 289384.

How much does Olive Technology Ventures Management, LLC manage?

Olive Technology Ventures Management, LLC reports $1,103,958,958 in regulatory assets under management in its Form ADV filing dated April 30, 2026 (100% discretionary).

How have Olive Technology Ventures Management, LLC's assets and staff changed since 2021?

In the Form ADV data for Olive Technology Ventures Management, LLC: Regulatory assets under management: $325,487,589 in the October 2021 data and $1,103,958,958 in the October 2026 data, up 239%. Total employees: 10 in October 2021 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.

What types of clients does Olive Technology Ventures Management, LLC serve?

By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (31).

Does Olive Technology Ventures Management, LLC report any disciplinary disclosures?

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/289384

What changed in Olive Technology Ventures Management, LLC's recent Form ADV filings?

In the April 2026 filing data: Regulatory assets under management went from $984,963,982 to $1,147,181,438 (+16%).

From the Form ADV filing

Every figure below is as the firm filed it with regulators, as of October 2026.

How the firm is compensated

Item 5.E
  • A percentage of assets under your management
  • Performance-based fees

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

Fees and minimums

Form ADV Part 2A

Asset-based fee: 0.5% to 2.5% a year (a range, as the brochure states it)

The brochure's wording
The Partnership will typically pay the Management Company a Management Fee calculated at an annual rate of between 0.5% and 2.5% of the capital commitment of each Limited Partner, a portion of which OTV will receive for providing investment advisory services to the Partnership.

As stated in the firm's Form ADV Part 2A brochure dated April 30, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site

Regulatory assets under management

Item 5.F
$1,103,958,958

$1,103,958,958 as of October 2026, filing dated April 30, 2026.

Discretionary: $1,103,958,958.Non-discretionary: $0.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

Who the firm serves

Item 5.D
Pooled investment vehicles (other than investment companies and business development companies)
Clients 31 Assets $1,103,958,958 (100%)

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

Advisory services

Item 5.G
  • Portfolio management for pooled investment vehicles (other than investment companies)

Registration and firm details

Items 1, 2, 5
Registration
SEC-registered investment adviser. Status as filed: Approved.
Registered since
2021 (5 years)
Employees
Total: 1. Performing investment advisory functions: 1.
Wrap fee program participation
No.
States registered or notice-filed
1 state or jurisdiction
CA

SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

Disclosures

Item 11

None Reports no disclosure items on Form ADV Item 11. View on IAPD.

Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures

Assets and staff over time

Items 5.A, 5.F
$325M 2021 $904M 2022 $955M 2023 $1.03B 2024 $985M 2025 $1.1B 2026
Data periodAssets under managementEmployeesFiling dated
October 2026$1,103,958,9581April 30, 2026
October 2025$984,963,9827March 31, 2025
October 2024$1,027,112,57211May 21, 2024
October 2023$955,393,05213August 14, 2023
October 2022$903,578,88912April 28, 2022
October 2021$325,487,58910March 30, 2021

Regulatory assets under management: $325,487,589 in the October 2021 data and $1,103,958,958 in the October 2026 data, up 239%.

Total employees: 10 in October 2021 and 1 in October 2026.

As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.

Changes in the filing

Last 12 months
  1. April 2026
    • Regulatory assets under management went from $984,963,982 to $1,147,181,438 (+16%).
  2. February 2026
    • Employees performing advisory functions went from 4 to 1.
    • Updated its list of owners and control persons (Schedule A).

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.

Websites listed on Form ADV

Item 1.I
oliveam.com

Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."

Cite this page

AdvisorCensus. Olive Technology Ventures Management, LLC (CRD 289384): Form ADV filing data as of October 2026.
https://advisorcensus.com/firm/olive-technology-ventures-management-llc-palo-alto-ca-289384