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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 100m 1b

UNIVERSITY VENTURES

UNIVERSITY VENTURES FUNDS MANAGEMENT, LLC, CRD 163575

NEW YORK, NY

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Search this name across graphsid dfx:ria:b29fef82-0eea-66d1-8962-a2116d4f929a

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 7:38 AM UTC and rebuilt at most every 15 minutes.

Relationships: 26
Dated events: 8
On other graphs: 2
Observed: Jun 27, 2014 to Mar 31, 2026
25 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Venture Capitalidentity

University Ventures

Venture manager · shared crd

Independent Sponsorsidentity

University Ventures

Capital provider to sponsors · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: asset managerderivedprivate_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $363MItem 5.F on the latest filing (2026-03-31); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $363M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 3
Advisory employees: 3
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 10
Private funds: 10Schedule D 7.B(1)
Relying advisers: 2
SEC number: 801-80035
CRD: 163575
Filings on the tape: 25
First filed: Jun 27, 2014
Latest filed: Mar 31, 2026
Organised: Limited Liability Company, DE

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
UNIVERSITY VENTURES SPV-I, L.P.	Other Private Fund	$182M	Mar 28, 2024	43	Mar 28, 2024	reported	n/a
UNIVERSITY VENTURES FUND II, L.P.	Other Private Fund	$177M	Mar 28, 2024	20	Mar 29, 2014	reported	021-205564
ACHIEVE PARTNERS SPV I, LP.	Other Private Fund	$17.1M	Mar 28, 2024	17	Mar 29, 2019	reported	021-313999
UNIVERSITY VENTURES FUND I, L.P.	Other Private Fund	$13.5M	Mar 28, 2024	9	Mar 30, 2012	reported	021-158885
UNIVERSITY VENTURES FUND I BECO-INVESTMENT, L.P.	Other Private Fund	$11.0M	Mar 28, 2024	2	Mar 30, 2012	reported	n/a
BEACON-UV FUND, L.P.	Other Private Fund	$9.0M	Mar 28, 2024	2	Mar 30, 2022	reported	n/a
UNIVERSITY VENTURES FUND I PB AND AFFILIATES CO-INVESTMENT, L.P.	Other Private Fund	$5.0M	Mar 28, 2024	4	Mar 30, 2012	reported	n/a
UNIVERSITY VENTURES INCOME SHARE AGREEMENT FUND I, LP	Other Private Fund	$4.5M	Mar 28, 2024	2	Mar 30, 2018	reported	n/a
UNIVERSITY VENTURES FUND I BECO-INVESTMENT II, L.P.	Other Private Fund	$1.7M	Mar 16, 2017	2	Apr 1, 2013	dropped	n/a
USA FUNDS-UV CO-INVESTMENT FUND, L.P.	Other Private Fund	$971,748	Mar 28, 2024	2	Mar 31, 2017	reported	n/a
UNIVERSITY VENTURES FUND I UTIMCO-INVESTMENT, L.P.	Other Private Fund	$358,141	Apr 25, 2023	2	Apr 1, 2013	reported	n/a
EDEN-USA FUNDS EINTERN PARALLEL FUND, L.P.	Other Private Fund	$111,892	May 13, 2020	4	Mar 31, 2017	dropped	n/a
AP CO-INVESTMENT, LP	Other Private Fund	$15,006	Apr 25, 2023	2	Mar 29, 2014	reported	n/a
ZOMA-UV FUND, L.P.	Other Private Fund	$3,211	Mar 28, 2024	2	Mar 29, 2019	reported	n/a
ECMC-UV CO-INVESTMENT FUND, L.P.	Other Private Fund	$1,256	Mar 28, 2024	3	Mar 30, 2020	reported	n/a

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
CRAIG, RYAN, DAVID	MANAGING MEMBER	E	yes	02/2004	Jun 27, 2014	Mar 28, 2024
CRAIG, RYAN, DAVID	MANAGER OF UVFM	Na	yes	03/2011	Jun 27, 2014	Mar 28, 2024
EDUCONSULT, INC.	MEMBER OF UVFM	C	yes	06/2011	Jun 27, 2014	Mar 28, 2024
HELIA, LLC	MEMBER OF UVFM	C	yes	03/2011	Jun 27, 2014	Mar 28, 2024
NOAH FUND, LLC	MEMBER OF UVFM	C	yes	03/2011	Jun 27, 2014	Mar 28, 2024
PIANKO, DANIEL, SHLOMO	CHIEF COMPLIANCE OFFICER	Na	yes	03/2021	Jun 27, 2014	Mar 28, 2024
PIANKO, DANIEL, SHLOMO	Member	E	yes	11/2008	Jun 27, 2014	Mar 28, 2024
ROSENTHAL, GREGG, ALAN	MANAGER OF UVFM	Na	yes	03/2011	Jun 27, 2014	Mar 28, 2024
ROSENTHAL, GREGG, ALAN	Owner	E	yes	05/2011	Jun 27, 2014	Mar 28, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
ACHIEVE PARTNERS MANAGEMENT, LLC	n/a	Asset manager	$672M	N	yes	n/a
ACHIEVE PARTNERS SPV I MANAGEMENT, LLC	n/a	n/a	n/a	N	yes	n/a
ACHIEVE PARTNERS SPV I, LLC	n/a	n/a	n/a	N	yes	n/a
UNIVERSITY VENTURES FUNDS PARTNERS II, LLC	n/a	n/a	n/a	N	yes	n/a
UNIVERSITY VENTURES FUNDS PARTNERS SPV, LLC	n/a	n/a	n/a	N	yes	n/a
UNIVERSITY VENTURES FUNDS PARTNERS, LLC	n/a	n/a	n/a	N	yes	n/a
UV INCOME SHARE AGREEMENT FUND PARTNERS I, LLC	n/a	n/a	n/a	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 31, 2026	$363M	$363M	3	3	0	10	n/a
2024	Mar 31, 2025	$360M	$360M	4	4	0	10	n/a
2023	Mar 28, 2024	$470M	$470M	4	4	0	11	$420M
2022	Mar 29, 2023	$487M	$487M	4	4	0	12	$417M
2021	Mar 30, 2022	$635M	$635M	3	2	0	12	$575M
2020	Mar 30, 2021	$495M	$495M	3	2	0	11	$495M
2019	Mar 30, 2020	$593M	$593M	5	4	0	12	$539M
2018	Mar 29, 2019	$441M	$441M	11	9	0	11	$441M
2017	Mar 30, 2018	$331M	$331M	10	8	0	9	$321M
2016	Mar 31, 2017	$301M	$301M	10	8	n/a	8	$301M
2015	Mar 30, 2016	$267M	$267M	8	7	n/a	7	$267M
2014	Mar 31, 2015	$311M	$311M	8	7	n/a	7	$311M

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$363M	$360M	0.6%	$487M	-9.4%	3	4	0	0

Relationships

Affiliated with (2)

→ ACHIEVE PARTNERS MANAGEMENT, LLCRegistered adviserother investment adviser, common control
factForm ADV
← ACHIEVE PARTNERS MANAGEMENT, LLCRegistered adviserother investment adviser, common control
factForm ADV

Advises (15)

→ UNIVERSITY VENTURES FUND II, L.P.Private fundOther Private Fund, IA
Mar 29, 2014 to presentfactForm ADV
→ ACHIEVE PARTNERS SPV I, LP.Private fundOther Private Fund, IA
Mar 29, 2019 to presentfactForm ADV
→ USA FUNDS-UV CO-INVESTMENT FUND, L.P.Private fundOther Private Fund, IA
Mar 31, 2017 to presentfactForm ADV
→ UNIVERSITY VENTURES INCOME SHARE AGREEMENT FUND I, LPPrivate fundOther Private Fund, IA
Mar 30, 2018 to presentfactForm ADV
→ UNIVERSITY VENTURES FUND I BECO-INVESTMENT, L.P.Private fundOther Private Fund, IA
Mar 30, 2012 to presentfactForm ADV
→ ECMC-UV CO-INVESTMENT FUND, L.P.Private fundOther Private Fund, IA
Mar 30, 2020 to presentfactForm ADV
→ UNIVERSITY VENTURES SPV-I, L.P.Private fundOther Private Fund, IA
Mar 28, 2024 to presentfactForm ADV
→ UNIVERSITY VENTURES FUND I, L.P.Private fundOther Private Fund, IA
Mar 30, 2012 to presentfactForm ADV
→ BEACON-UV FUND, L.P.Private fundOther Private Fund, IA
Mar 30, 2022 to presentfactForm ADV
→ ZOMA-UV FUND, L.P.Private fundOther Private Fund, IA
Mar 29, 2019 to presentfactForm ADV
→ UNIVERSITY VENTURES FUND I PB AND AFFILIATES CO-INVESTMENT, L.P.Private fundOther Private Fund, IA
Mar 30, 2012 to presentfactForm ADV
→ UNIVERSITY VENTURES FUND I UTIMCO-INVESTMENT, L.P.Private fundOther Private Fund, IA
Apr 1, 2013 to presentfactForm ADV
→ AP CO-INVESTMENT, LPPrivate fundOther Private Fund, IA
Mar 29, 2014 to presentfactForm ADV
→ EDEN-USA FUNDS EINTERN PARALLEL FUND, L.P.Private fundOther Private Fund, IA, no longer reported
Mar 31, 2017 to May 13, 2020factForm ADV
→ UNIVERSITY VENTURES FUND I BECO-INVESTMENT II, L.P.Private fundOther Private Fund, IA, no longer reported
Apr 1, 2013 to Mar 16, 2017factForm ADV

Controls (6)

← ROSENTHAL, GREGG, ALANOwnerOWNER, ownership code E, individual
Jun 27, 2014 to Mar 28, 2024factForm ADV
← PIANKO, DANIEL, SHLOMOOwnerMEMBER, ownership code E, individual
Jun 27, 2014 to Mar 28, 2024factForm ADV
← CRAIG, RYAN, DAVIDOwnerMANAGING MEMBER, ownership code E, individual
Jun 27, 2014 to Mar 28, 2024factForm ADV
← EDUCONSULT, INC.OwnerMEMBER OF UVFM, ownership code C, domestic entity
Jun 27, 2014 to Mar 28, 2024factForm ADV
← HELIA, LLCOwnerMEMBER OF UVFM, ownership code C, domestic entity
Jun 27, 2014 to Mar 28, 2024factForm ADV
← NOAH FUND, LLCOwnerMEMBER OF UVFM, ownership code C, domestic entity
Jun 27, 2014 to Mar 28, 2024factForm ADV

Dated events

Occurred
Mar 30, 2022
Regulatory AUM changed
University Ventures reported RAUM $634.8M, up 28% from $494.7M (2021-09-28 to 2022-03-30)
Form ADVobserved 5 days ago
$140M
Occurred
May 13, 2020
Regulatory AUM changed
University Ventures reported RAUM $413.9M, down 30% from $593.5M (2020-03-30 to 2020-05-13)
Form ADVobserved 5 days ago
$-180M
Occurred
Mar 30, 2020
Regulatory AUM changed
University Ventures reported RAUM $593.5M, up 35% from $441.2M (2019-09-11 to 2020-03-30)
Form ADVobserved 5 days ago
$152M
Occurred
Jul 10, 2019
Control person left
Steven William Mcnish (Chief Compliance Officer) no longer on Schedule A of University Ventures (listed 2019-03-29, absent 2019-07-10)
Form ADVobserved 5 days ago
Occurred
Mar 29, 2019
Regulatory AUM changed
University Ventures reported RAUM $441.2M, up 33% from $331.4M (2019-01-30 to 2019-03-29)
Form ADVobserved 5 days ago
$110M
Occurred
Jan 30, 2019
Control person joined
Steven William Mcnish (Chief Compliance Officer) appeared on Schedule A of University Ventures
Form ADVobserved 5 days ago
Occurred
Jan 30, 2019
Control person left
Siqi Annie Zhang (Chief Compliance Officer And Controller) no longer on Schedule A of University Ventures (listed 2018-06-22, absent 2019-01-30)
Form ADVobserved 5 days ago
Occurred
Jun 27, 2014
First Form ADV filing
University Ventures filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b29fef82-0eea-66d1-8962-a2116d4f929a
First observed: Jun 27, 2014
Last observed: Mar 31, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

UNIVERSITY VENTURES

UNIVERSITY VENTURES FUNDS MANAGEMENT, LLC, CRD 163575

NEW YORK, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:b29fef82-0eea-66d1-8962-a2116d4f929a

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 7:38 AM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

UNIVERSITY VENTURES SPV-I, L.P.

Other Private Fund

$182M

Mar 28, 2024

reported

n/a

UNIVERSITY VENTURES FUND II, L.P.

Other Private Fund

$177M

Mar 28, 2024

Mar 29, 2014

reported

021-205564

ACHIEVE PARTNERS SPV I, LP.

Other Private Fund

$17.1M

Mar 28, 2024

Mar 29, 2019

reported

021-313999

UNIVERSITY VENTURES FUND I, L.P.

Other Private Fund

$13.5M

Mar 28, 2024

Mar 30, 2012

reported

021-158885

UNIVERSITY VENTURES FUND I BECO-INVESTMENT, L.P.

Other Private Fund

$11.0M

Mar 28, 2024

Mar 30, 2012

reported

n/a

BEACON-UV FUND, L.P.

Other Private Fund

$9.0M

Mar 28, 2024

Mar 30, 2022

reported

n/a

UNIVERSITY VENTURES FUND I PB AND AFFILIATES CO-INVESTMENT, L.P.

Other Private Fund

$5.0M

Mar 28, 2024

Mar 30, 2012

reported

n/a

UNIVERSITY VENTURES INCOME SHARE AGREEMENT FUND I, LP

Other Private Fund

$4.5M

Mar 28, 2024

Mar 30, 2018

reported

n/a

UNIVERSITY VENTURES FUND I BECO-INVESTMENT II, L.P.

Other Private Fund

$1.7M

Mar 16, 2017

Apr 1, 2013

dropped

n/a

USA FUNDS-UV CO-INVESTMENT FUND, L.P.

Other Private Fund

$971,748

Mar 28, 2024

Mar 31, 2017

reported

n/a

UNIVERSITY VENTURES FUND I UTIMCO-INVESTMENT, L.P.

Other Private Fund

$358,141

Apr 25, 2023

Apr 1, 2013

reported

n/a

EDEN-USA FUNDS EINTERN PARALLEL FUND, L.P.

Other Private Fund

$111,892

May 13, 2020

Mar 31, 2017

dropped

n/a

AP CO-INVESTMENT, LP

Other Private Fund

$15,006

Apr 25, 2023

Mar 29, 2014

reported

n/a

ZOMA-UV FUND, L.P.

Other Private Fund

$3,211

Mar 28, 2024

Mar 29, 2019

reported

n/a

ECMC-UV CO-INVESTMENT FUND, L.P.

Other Private Fund

$1,256

Mar 28, 2024

Mar 30, 2020

reported

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

CRAIG, RYAN, DAVID

MANAGING MEMBER

yes

02/2004

Jun 27, 2014

Mar 28, 2024

CRAIG, RYAN, DAVID

MANAGER OF UVFM

yes

03/2011

Jun 27, 2014

Mar 28, 2024

EDUCONSULT, INC.

MEMBER OF UVFM

yes

06/2011

Jun 27, 2014

Mar 28, 2024

HELIA, LLC

MEMBER OF UVFM

yes

03/2011

Jun 27, 2014

Mar 28, 2024

NOAH FUND, LLC

MEMBER OF UVFM

yes

03/2011

Jun 27, 2014

Mar 28, 2024

PIANKO, DANIEL, SHLOMO

CHIEF COMPLIANCE OFFICER

yes

03/2021

Jun 27, 2014

Mar 28, 2024

PIANKO, DANIEL, SHLOMO

Member

yes

11/2008

Jun 27, 2014

Mar 28, 2024

ROSENTHAL, GREGG, ALAN

MANAGER OF UVFM

yes

03/2011

Jun 27, 2014

Mar 28, 2024

ROSENTHAL, GREGG, ALAN

Owner

yes

05/2011

Jun 27, 2014

Mar 28, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

ACHIEVE PARTNERS MANAGEMENT, LLC

n/a

Asset manager

$672M

yes

n/a

ACHIEVE PARTNERS SPV I MANAGEMENT, LLC

n/a

yes

n/a

ACHIEVE PARTNERS SPV I, LLC

n/a

yes

n/a

UNIVERSITY VENTURES FUNDS PARTNERS II, LLC

n/a

yes

n/a

UNIVERSITY VENTURES FUNDS PARTNERS SPV, LLC

n/a

yes

n/a

UNIVERSITY VENTURES FUNDS PARTNERS, LLC

n/a

yes

n/a

UV INCOME SHARE AGREEMENT FUND PARTNERS I, LLC

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 31, 2026

$363M

n/a

2024

Mar 31, 2025

$360M

n/a

2023

Mar 28, 2024

$470M

$420M

2022

Mar 29, 2023

$487M

$417M

2021

Mar 30, 2022

$635M

$575M

2020

Mar 30, 2021

$495M

2019

Mar 30, 2020

$593M

$539M

2018

Mar 29, 2019

$441M

2017

Mar 30, 2018

$331M

$321M

2016

Mar 31, 2017

$301M

n/a

$301M

2015

Mar 30, 2016

$267M

n/a

$267M

2014

Mar 31, 2015

$311M

n/a

$311M

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$363M

$360M

0.6%

$487M

-9.4%