# Pinegrove Venture Partners, LLC

> Pinegrove Venture Partners, LLC is an SEC-registered investment advisory firm in Menlo Park, CA, registered since 2023, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated June 1, 2026.

- CRD: 326747
- Filed as: PINEGROVE VENTURE PARTNERS, LLC
- Also doing business as: PINEGROVE CREDIT PARTNERS, PINEGROVE STRATEGIC PARTNERS
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Menlo Park, CA
- Filing period: October 2026
- Form ADV filing dated: June 1, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/326747
- AdvisorCensus page: https://advisorcensus.com/firm/pinegrove-venture-partners-llc-menlo-park-ca-326747

## Quick answers

**How is Pinegrove Venture Partners, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Pinegrove Venture Partners, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees.

**Where is Pinegrove Venture Partners, LLC located?**
Pinegrove Venture Partners, LLC's principal office is in Menlo Park, CA, according to its Form ADV; the July 2026 filing also lists 2 other offices (Schedule D, Section 1.F).

**Is Pinegrove Venture Partners, LLC registered with the SEC or a state?**
Pinegrove Venture Partners, LLC is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 326747.

**How much does Pinegrove Venture Partners, LLC manage?**
Pinegrove Venture Partners, LLC reports $13,717,473,648 in regulatory assets under management in its Form ADV filing dated June 1, 2026 (100% discretionary).

**How have Pinegrove Venture Partners, LLC's assets and staff changed since 2023?**
In the Form ADV data for Pinegrove Venture Partners, LLC: Regulatory assets under management: $0 in the October 2023 data and $13,717,473,648 in the October 2026 data. Total employees: 105 in October 2023 and 54 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Pinegrove Venture Partners, LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (68); corporations or other businesses not listed above (1).

**Does Pinegrove Venture Partners, LLC report any disciplinary disclosures?**
Reports 4 disclosure items on Form ADV Item 11: yes answers to 11.D(2) (another regulator's finding of a violation), 11.D(3) (another regulator's finding of causing a business's authorization to be denied, suspended, revoked, or restricted), 11.D(4) (another regulator's order in the past ten years), and 11.D(5) (another regulator's denial, suspension, or revocation of a registration or license, bar, or restriction). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/326747

**What changed in Pinegrove Venture Partners, LLC's recent Form ADV filings?**
In the April 2026 filing data: Added the business name Pinegrove Strategic Partners. Added the business name Pinegrove Credit Partners. Employees performing advisory functions went from 18 to 19. Regulatory assets under management went from $11,682,741,544 to $13,717,473,648 (+17%). Changed its office addresses in New York, NY. Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $13,717,473,648
- Discretionary: $13,717,473,648
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | $0 |
| High net worth individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 68 | $13,717,473,648 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 1 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other

### Firm details
- Registered since: 2023 (3 years)
- Employees: 54 total, 19 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO, CT, GA, NV, NY, UT, VA, WA
- Disclosures (Item 11): Reports 4 disclosure items on Form ADV Item 11.

### Item 11 questions answered yes
- 11.D(2): Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?
- 11.D(3): Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was a cause of an investment-related business having its authorization to do business denied, suspended, revoked, or restricted?
- 11.D(4): In the past ten years, has another federal regulator, a state regulator, or a foreign financial regulator entered an order against the firm or an advisory affiliate in connection with investment-related activity?
- 11.D(5): Has another federal regulator, a state regulator, or a foreign financial regulator ever denied, suspended, or revoked the registration or license of the firm or an advisory affiliate, prevented either by order from associating with an investment-related business, or restricted either one's activity?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/326747

### Other offices (Schedule D, Section 1.F), as of the July 2026 filing
- New York, NY
- Seattle, WA

### Websites listed on Form ADV (Item 1.I)
- pinegrovecp.com
- LinkedIn @pinegrovevp
- LinkedIn @svb-capital

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $0 | 105 | July 12, 2023 |
| October 2024 | $12,171,281,084 | 54 | August 21, 2024 |
| October 2025 | $11,682,741,544 | 54 | June 27, 2025 |
| October 2026 | $13,717,473,648 | 54 | June 1, 2026 |

Regulatory assets under management: $0 in the October 2023 data and $13,717,473,648 in the October 2026 data.
Total employees: 105 in October 2023 and 54 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Added the business name Pinegrove Strategic Partners.
- Added the business name Pinegrove Credit Partners.
- Employees performing advisory functions went from 18 to 19.
- Regulatory assets under management went from $11,682,741,544 to $13,717,473,648 (+17%).
- Changed its office addresses in New York, NY.
- Updated its list of owners and control persons (Schedule A).

### December 2025
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Pinegrove Venture Partners, LLC (CRD 326747): Form ADV filing data as of October 2026.
