{
  "crd_number": 316691,
  "slug": "portfolia-venture-management-llc-san-mateo-ca-316691",
  "primary_business_name": "PORTFOLIA VENTURE MANAGEMENT, LLC",
  "legal_name": "PORTFOLIA VENTURE MANAGEMENT, LLC",
  "dbas": [],
  "city": "San Mateo",
  "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": "exempt",
  "registration_status": "ERA - Active",
  "registration_date": "2021-10-20",
  "years_registered": 4,
  "period": "2026-10-01",
  "filing_date": "2026-03-27",
  "carried_forward": false,
  "raum_total": null,
  "raum_discretionary": null,
  "raum_non_discretionary": null,
  "raum_band": "not_reported",
  "raum_band_label": "Not reported",
  "total_employees": null,
  "advisory_employees": null,
  "client_count_bucket": null,
  "clients_by_type": null,
  "compensation_types": [],
  "advisory_activities": [],
  "wrap_fee_participant": null,
  "disclosure_yes_count": 0,
  "states_registered": [],
  "websites": [
    "https://instagram.com/portfoliafunds?hl=en",
    "https://linkedin.com/company/portfolia",
    "https://portfolia.co",
    "https://twitter.com/portfolia1?lang=en"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/316691",
  "city_as_filed": "SAN MATEO",
  "url": "https://advisorcensus.com/firm/portfolia-venture-management-llc-san-mateo-ca-316691",
  "display_name": "Portfolia Venture Management, LLC",
  "summary": "Portfolia Venture Management, LLC is an exempt reporting adviser in San Mateo, CA, filing reports since 2021. Exempt reporting advisers do not report regulatory assets under management on Form ADV.",
  "citation": "AdvisorCensus. Portfolia Venture Management, LLC (CRD 316691): Form ADV filing data as of October 2026.",
  "registration_type_label": "Exempt reporting adviser",
  "compensation_labels": [],
  "advisory_activity_labels": [],
  "quick_answers": [
    {
      "q": "Where is Portfolia Venture Management, LLC located?",
      "a": "Portfolia Venture Management, LLC's principal office is in San Mateo, CA, according to its Form ADV."
    },
    {
      "q": "How does Portfolia Venture Management, LLC report to regulators?",
      "a": "Portfolia Venture Management, LLC is an exempt reporting adviser, filing reports since 2021. Exempt reporting advisers file a shorter Form ADV. Status as filed: ERA - Active. CRD 316691."
    },
    {
      "q": "Does Portfolia Venture Management, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/316691"
    }
  ],
  "filing_history": [
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2022-03-31"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2023-03-30"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2024-03-29"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2025-03-31"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2026-03-27"
    }
  ],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/portfolia-venture-management-llc-san-mateo-ca-316691.md",
  "clients": [],
  "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/316691",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}