DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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SEC-registered adviser
O•••• T••••••••• V••••••• M••••••••• L••
Latest filing Apr 30, 2026
First filing on the tape Sep 18, 2017 · 15 filings
SEC status approved since Apr 30, 2021
RAUM
$1.1B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
1
1 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
31
reported on Schedule D
History
15 filings and snapshots on the tape
RAUM$1.1B as of Apr 30, 2026
Mar 30, 2022$904M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Apr 30, 2026
Mar 30, 20220 then
Employees (5.A)1 as of Apr 30, 2026
Mar 30, 202212 then
Private funds31 as of Apr 30, 2026
Mar 30, 202226 then
RAUM +12% over the last fiscal year+4.9% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Apr 30, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $35.6MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +12%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $1.1B, 31 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- has discretionary authority over which securities are bought or sold (8.C.1)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$1.1B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 31reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $1.1B for 31 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=true related_bank=false bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
33 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| G••••• U• V•••••• F••• I••• L• | Venture Capital Fund | $216M | 369 | Mar 30, 2022 |
| G••••• U• V•••••• F••• I•• L• | Venture Capital Fund | $160M | 227 | Mar 31, 2023 |
| G••••• U• P••••••• F•• L•• 1• | Venture Capital Fund | $66.6M | 136 | Mar 30, 2022 |
| G••••• U• P••••••• F•••• L•• • S••••• 7• | Venture Capital Fund | $57.1M | 35 | Mar 30, 2021 |
| G••••• U• P••••••• F•• L•• 6• | Venture Capital Fund | $54.6M | 95 | Mar 31, 2023 |
| G••••• U• V•••••• F••• I• L• | Venture Capital Fund | $45.3M | 4 | Nov 12, 2018 |
| G••••• U• S•••••• O••••••••• F••• L• | Venture Capital Fund | $43.7M | 3 | Mar 30, 2021 |
| G••••• G••••• O••••••••• F•••• L• | Venture Capital Fund | $42.7M | 19 | Mar 30, 2020 |
| G••••• U• V•••••• F••• I•• L• | Venture Capital Fund | $42.6M | 66 | Mar 30, 2020 |
| O•••• T••• S••••• M•••••• L• | Venture Capital Fund | $40.1M | 4 | Mar 29, 2024 |
| G••••• U• F•• I• L• | Venture Capital Fund | $36.2M | 43 | Mar 29, 2024 |
| G••••• U• P••••••• F•• L•• 2• | Venture Capital Fund | $33.1M | 51 | Mar 30, 2022 |
| G••••• U• P••••••• F•• L•• 7• | Venture Capital Fund | $21.9M | 44 | Mar 31, 2023 |
| G••••• U• P••••••• F•••• L•• • S••••• 1• | Venture Capital Fund | $17.4M | 44 | Mar 30, 2022 |
| G••••• U• P••••••• F•• L•• 4• | Venture Capital Fund | $15.7M | 31 | Mar 30, 2022 |
| G••••• U• P••••••• F•••• L•• • S••••• 1• | Venture Capital Fund | $15.4M | 62 | Mar 30, 2022 |
| G••••• U• P••••••• F•••• L•• • S••••• 1• | Venture Capital Fund | $15.4M | 46 | Mar 30, 2022 |
| G••••• U• P••••••• F•••• L•• • S••••• 3• | Venture Capital Fund | $15.1M | 7 | Mar 30, 2020 |
| G••••• U• P••••••• F•••• L•• • S••••• 5• | Venture Capital Fund | $12.6M | 9 | Mar 30, 2021 |
| G••••• U• P••••••• F•••• L•• • S••••• 1• | Venture Capital Fund | $12.1M | 46 | Mar 30, 2022 |
| G••••• G••••• E•••• S•••• F••• L• | Venture Capital Fund | $11.0M | 6 | Mar 30, 2021 |
| G••••• U• P••••••• F•••• L•• • S••••• 1• | Venture Capital Fund | $10.6M | 36 | Mar 30, 2022 |
| G••••• U• P••••••• F•••• L•• • S••••• 1• | Venture Capital Fund | $10.1M | 17 | Mar 30, 2022 |
| G••••• U• P••••••• F•••• L•• • S••••• 1•no longer reported | Private Equity Fund | $9.6M | 4 | Mar 28, 2019 |
| G••••• U• P••••••• F•• L•• 5• | Venture Capital Fund | $8.8M | 19 | Mar 30, 2022 |
| G••••• U• P••••••• F•••• L•• • S••••• 6• | Venture Capital Fund | $7.1M | 9 | Mar 30, 2021 |
| G••••• U• P••••••• F•••• L•• • S••••• 9• | Venture Capital Fund | $5.5M | 35 | Mar 30, 2021 |
| G••••• U• P••••••• F•• L•• 3• | Venture Capital Fund | $5.3M | 12 | Mar 30, 2022 |
| G••••• U• P••••••• F•••• L•• • S••••• 1• | Venture Capital Fund | $5.0M | 57 | Mar 30, 2022 |
| G••••• U• P••••••• F•••• L•• • S••••• 0•no longer reported | Private Equity Fund | $499,590 | 12 | Mar 28, 2019 |
| G••••• U• P••••••• F•••• L•• • S••••• 8•no longer reported | Venture Capital Fund | $0 | 0 | Mar 30, 2021 |
| G••••• U• P••••••• F•••• L•• • S••••• 4•no longer reported | Venture Capital Fund | $0 | 6 | Mar 30, 2020 |
| G••••• U• P••••••• F•••• L•• • S••••• 2•no longer reported | Venture Capital Fund | $0 | 3 | Mar 30, 2020 |
Owners and control persons
Schedule A and B, latest filing
- H••••• Q•••• •••••• · Managing Partner/Chief Compliance Officercontrolsince 09/2017 · owns less than 5%
Entity owners
- G••••• H••••••• L•••••• · Managerdirect · owns 75% or more
- N••• H••••••• L•••••• · Sole Memberindirect · owns 75% or more of G••••• H••••••• L•••••• · public reporting company
Related persons
Schedule D 7.A
- G••••• A•••• M••••••••• ••••••••• P••• L•••investment advisern
- G••••• A•••• M••••••••• C••• L••pooled vehicle sponsory
- G••••• M••••••••• F••• L••••••investment advisern
- G••••• M••••••••• L••••••investment advisern
- G••••• U• G•pooled vehicle sponsory
- G••••• U• G• I•pooled vehicle sponsory
- G••••• U• G• I••pooled vehicle sponsory
- N••• •••••••• L••••••n
- N••• G••••• C•••••• A•••••••• L••investment advisern
- N••• H••••••• •••• K•••• L••••••broker-dealerinvestment advisern
- N••• H••••••• S•••••••• P•• L•••broker-dealerinvestment adviserreal estaten
- N••• I•••••••• •••• K•••• L••••••real estaten
- N••• I•••••••• S•••••••• L••real estaten
- O•••• T••• G•• L••pooled vehicle sponsory
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Discretionary RAUM · $1.1B to $1.1BMar 31, 2026 to Apr 30, 2026
- Pooled vehicle RAUM · $1.1B to $1.1BMar 31, 2026 to Apr 30, 2026
- RAUM · $1.1B to $1.1BMar 31, 2026 to Apr 30, 2026
- Accounts · 29 to 31Jan 16, 2026 to Mar 31, 2026
- Pooled vehicle clients · 29 to 31Jan 16, 2026 to Mar 31, 2026
- Assets in custody · $984M to $1.1BJan 16, 2026 to Mar 31, 2026
- Private funds · 29 to 31Jan 16, 2026 to Mar 31, 2026
- Discretionary RAUM · $985M to $1.1BJan 16, 2026 to Mar 31, 2026
- Pooled vehicle RAUM · $985M to $1.1BJan 16, 2026 to Mar 31, 2026
- RAUM · $985M to $1.1BJan 16, 2026 to Mar 31, 2026
- Advisory employees · 4 to 1Mar 31, 2025 to Jan 16, 2026
- Employees · 7 to 1Mar 31, 2025 to Jan 16, 2026
- HQ city · MENLO PARK to PALO ALTOMar 31, 2025 to Jan 16, 2026
- Accounts · 28 to 29Dec 18, 2024 to Mar 31, 2025
- Advisory employees · 7 to 4Dec 18, 2024 to Mar 31, 2025
- Business name · G••••• U• M••••••••• C•••••• L•• to O•••• T••••••••• V••••••• M••••••••• L••Dec 18, 2024 to Mar 31, 2025
- Pooled vehicle clients · 28 to 29Dec 18, 2024 to Mar 31, 2025
- Assets in custody · $1.0B to $984MDec 18, 2024 to Mar 31, 2025
- Employees · 11 to 7Dec 18, 2024 to Mar 31, 2025
- Financial planning clients · unset to Dec 18, 2024 to Mar 31, 2025
- Private funds · 28 to 29Dec 18, 2024 to Mar 31, 2025
- Discretionary RAUM · $1.0B to $985MDec 18, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $1.0B to $985MDec 18, 2024 to Mar 31, 2025
- RAUM · $1.0B to $985MDec 18, 2024 to Mar 31, 2025
- Legal name · G••••• U• M••••••••• C•••••• L•• to O•••• T••••••••• V••••••• M••••••••• L••Dec 18, 2024 to Dec 18, 2024
- Advisory employees · 6 to 7Aug 14, 2023 to Mar 29, 2024
- Assets in custody · $955M to $1.0BAug 14, 2023 to Mar 29, 2024
- Employees · 13 to 11Aug 14, 2023 to Mar 29, 2024
- Discretionary RAUM · $955M to $1.0BAug 14, 2023 to Mar 29, 2024
- Pooled vehicle RAUM · $955M to $1.0BAug 14, 2023 to Mar 29, 2024
- RAUM · $955M to $1.0BAug 14, 2023 to Mar 29, 2024
- Accounts · 26 to 28Apr 28, 2022 to Mar 31, 2023
- Pooled vehicle clients · 26 to 28Apr 28, 2022 to Mar 31, 2023
- Assets in custody · $904M to $955MApr 28, 2022 to Mar 31, 2023
- Employees · 12 to 13Apr 28, 2022 to Mar 31, 2023
- Private funds · 25 to 28Apr 28, 2022 to Mar 31, 2023
- Discretionary RAUM · $904M to $955MApr 28, 2022 to Mar 31, 2023
- Pooled vehicle RAUM · $904M to $955MApr 28, 2022 to Mar 31, 2023
- RAUM · $904M to $955MApr 28, 2022 to Mar 31, 2023
- Private funds · 26 to 25Mar 30, 2022 to Apr 28, 2022
Signals
8 dated events
- F•••• X•••• (Svp Of Finance/Chief Financial Officer) no longer on Schedule A of O•••• T••••••••• V••••••• M••••••••• L•• (listed 2024-05-21, absent 2024-12-18)Dec 18, 2024 · Control person left · inference
- M Michael Jen (Vp Of Compliance/Chief Compliance Officer) no longer on Schedule A of O•••• T••••••••• V••••••• M••••••••• L•• (listed 2024-03-29, absent 2024-05-21)May 21, 2024 · Control person left · inference
- O•••• T••••••••• V••••••• M••••••••• L•• reported RAUM $903.6M, up 178% from $325.5M (2021-03-30 to 2022-03-30)Mar 30, 2022 · RAUM change · derived
- Jin X••••••• (Partner) no longer on Schedule A of O•••• T••••••••• V••••••• M••••••••• L•• (listed 2018-01-23, absent 2021-03-30)Mar 30, 2021 · Control person left · inference
- Michael Patrick Dominguez (Chief Compliance Officer) no longer on Schedule A of O•••• T••••••••• V••••••• M••••••••• L•• (listed 2018-01-23, absent 2021-03-30)Mar 30, 2021 · Control person left · inference
- M Michael Jen (Vp Of Compliance/Chief Compliance Officer) appeared on Schedule A of O•••• T••••••••• V••••••• M••••••••• L••Mar 30, 2021 · Control person joined · fact
- F•••• X•••• (Vp Of Finance/Chief Financial Officer) appeared on Schedule A of O•••• T••••••••• V••••••• M••••••••• L••Mar 30, 2021 · Control person joined · fact
- G••••• U• M••••••••• C•••••• L•• filed its initial SEC registration (Form ADV)Sep 18, 2017 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- G••••• U• M••••••••• C•••••• L•• · Private Equityshared crd · organization
- G••••• U• M••••••••• C•••••• L•• · Venture Capitalshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/olive-technology-venturesreportedpublic record, Form ADV, Sep 18, 2026
- Website
- oliveam.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 650-303-6964reportedpublic record, Form ADV, Apr 30, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026