{
  "crd_number": 283261,
  "slug": "propel-venture-partners-management-co-san-carlos-ca-283261",
  "primary_business_name": "PROPEL VENTURE PARTNERS MANAGEMENT CO.",
  "legal_name": "PROPEL VENTURE PARTNERS MANAGEMENT CO., LLC",
  "dbas": [],
  "city": "San Carlos",
  "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": "2022-05-02",
  "years_registered": 4,
  "period": "2026-10-01",
  "filing_date": "2026-04-30",
  "carried_forward": false,
  "raum_total": 703611534.0,
  "raum_discretionary": 703611534.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 4,
  "advisory_employees": 3,
  "client_count_bucket": null,
  "clients_by_type": {
    "pooled_investment_vehicles": {
      "raum": 703611534.0,
      "count": 7
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA"
  ],
  "websites": [
    "https://instagram.com/PROPEL.VC",
    "https://linkedin.com/company/propelvc",
    "https://propel.vc",
    "https://x.com/PropelVC"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/283261",
  "city_as_filed": "SAN CARLOS",
  "url": "https://advisorcensus.com/firm/propel-venture-partners-management-co-san-carlos-ca-283261",
  "display_name": "Propel Venture Partners Management Co.",
  "summary": "Propel Venture Partners Management Co. is an SEC-registered investment advisory firm in San Carlos, CA, registered since 2022, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated April 30, 2026.",
  "citation": "AdvisorCensus. Propel Venture Partners Management Co. (CRD 283261): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is Propel Venture Partners Management Co. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Propel Venture Partners Management Co. reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees."
    },
    {
      "q": "Where is Propel Venture Partners Management Co. located?",
      "a": "Propel Venture Partners Management Co.'s principal office is in San Carlos, CA, according to its Form ADV; the May 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Propel Venture Partners Management Co. registered with the SEC or a state?",
      "a": "Propel Venture Partners Management Co. is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 283261."
    },
    {
      "q": "How much does Propel Venture Partners Management Co. manage?",
      "a": "Propel Venture Partners Management Co. reports $703,611,534 in regulatory assets under management in its Form ADV filing dated April 30, 2026 (100% discretionary)."
    },
    {
      "q": "How have Propel Venture Partners Management Co.'s assets and staff changed since 2021?",
      "a": "In the Form ADV data for Propel Venture Partners Management Co.: Regulatory assets under management: $774,555,144 in the October 2022 data and $703,611,534 in the October 2026 data, down 9%. Total employees: 4 in October 2022 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Propel Venture Partners Management Co. serve?",
      "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (7)."
    },
    {
      "q": "Does Propel Venture Partners Management Co. 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/283261"
    },
    {
      "q": "What changed in Propel Venture Partners Management Co.'s recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 4 to 3. Regulatory assets under management went from $835,962,046 to $703,611,534 (-16%). Changed its office addresses in San Francisco, CA."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2021-03-22"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 774555144.0,
      "total_employees": 4,
      "filing_date": "2022-03-31"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 754068969.0,
      "total_employees": 7,
      "filing_date": "2023-03-28"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 749004150.0,
      "total_employees": 6,
      "filing_date": "2024-09-25"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 835962046.0,
      "total_employees": 5,
      "filing_date": "2025-07-03"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 703611534.0,
      "total_employees": 4,
      "filing_date": "2026-04-30"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 4 to 3.",
        "Regulatory assets under management went from $835,962,046 to $703,611,534 (-16%).",
        "Changed its office addresses in San Francisco, CA."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/propel-venture-partners-management-co-san-carlos-ca-283261.md",
  "clients": [
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 7,
      "fewer_than_5": false,
      "raum": 703611534.0
    }
  ],
  "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/283261",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}