AdvisorCensus / Financial advisors / California / San Jose / Olive Technology Ventures Management, LLC
Olive Technology Ventures Management, LLC
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.
Quick answers
From the filingHow 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 2AAsset-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 as of October 2026, filing dated April 30, 2026.
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.DA 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
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None 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| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $1,103,958,958 | 1 | April 30, 2026 |
| October 2025 | $984,963,982 | 7 | March 31, 2025 |
| October 2024 | $1,027,112,572 | 11 | May 21, 2024 |
| October 2023 | $955,393,052 | 13 | August 14, 2023 |
| October 2022 | $903,578,889 | 12 | April 28, 2022 |
| October 2021 | $325,487,589 | 10 | March 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- April 2026
- Regulatory assets under management went from $984,963,982 to $1,147,181,438 (+16%).
- 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.ISource: 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