Serra Ventures, LLC
Institutional venture firm, based in Champaign, Illinois, reporting $166M of fund assets on its funds' Form ADV filings.
Composed from this organization's classification, location and filed figures.
7 additional team members, 11 additional investments, funds and LPs, 4 events, 2 verified contacts (1 general firm email, 1 firm phone)
Every relationship, signal and contact on this record, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
What matters now
- 1 board seat90 days
Took 1 board seat on new Form D filings in 90 days (Centaur Health Holdings).
A firm writing cheques this quarter is one a founder can pitch now.
- 1 departurepeople, 12 months
A team member departed on 11 Jun 2026.
A partner leaving or arriving changes who decides, and who a founder or LP should call.
InferenceIAPD Form ADV Part 1 PDF per firm (current filing, Schedule D 7.B.(1) and Schedule A)For Founders, LPs, recruitersTeam →
People to know
View all people- MANAGING PARTNERWhy: Managing partner: runs the firmNo route on file yet
- CEO & MANAGING PARTNERWhy: Managing partner: runs the firmNo route on file yet
- Vice President And Managing PrincipalWhy: Runs the firm (chief executive or president)No route on file yet
Relationship network
28 connected entities12 observed rounds2 repeat counterparties3 dated rounds shown here, 2019 to 2025
From financing rounds and every investor named in them, Form ADV and Form D filings, the firm's funds and team, and disclosed LP commitments in the venture capital graph. A round's amount is the size of the round, not money that moved between two investors.
Some relationships on this record are counted rather than named here. They open with the full profile.
Click any name or line for the rounds and sources behind it. Line weight is rounds together; dashed lines are inferred.
- Sponsor
- Company
- Fund or vehicle
- Person
›How strength and recency are read
Co-investors are read from the rounds: three or more shared rounds is a strong observed relationship, two a repeat co-investor, one a single round. Funds and people are structural. Nothing is scored that a reader cannot check.
Darker lines were active in the last 24 months or are current; lighter lines are older or undated.
How am I connected?
Name your firm, a company or a person, and DFX finds the published routes to Serra Ventures, LLC: a shared portfolio company or board, a prior employer, a co-investor, a shared LP or service provider. Every step is a filed or published record with its source; none is a guess about who knows whom.
See how you connect to Serra Ventures, LLC
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Investing
9 companies on record, 0 new in 12 months
Investments on record
What these amounts mean“This investor” is the amount disclosed for this investor alone; it is unknown unless a source said it. The round size is the whole round.Acquired, Public, Exited and Active are what the firm’s own portfolio card says, read on the date shown when you hover the chip; they are not deal dates. A company with no chip is one whose card states no outcome: DFX does not assume it is active.| Company | Round | Role | Partner | Round size | This investor | Date | Source |
|---|---|---|---|---|---|---|---|
| Centaur Health Holdings, Inc. | board seat | unknown · board | Dennis Beard (strongly supported) | unknown | unknown | Aug 21, 2026 | Inference Form D |
| Eiwa Holdings Corp | Form D equity offering | unknown · board | Rob Schultz (strongly supported) | $729,920 form d sold | unknown | Oct 16, 2025 | Inference Form D |
| Breedr Holdings Inc. | Form D equity offering | unknown · board | Rob Schultz (strongly supported) | $1.5M form d sold | unknown | Oct 25, 2024 | Inference Form D |
Stated thesis versus observed behaviour
- Sectors
- ai, fintech, hardware, robotics, agtech
- Stages
- early
- Geography
- bay area, chicago, wisconsin
- Check size
- not stated; DFX does not estimate checks from round sizes
Team
11 current, 1 departed
Decision makers
- Rob Schultz · MANAGING PARTNERWhy this person: Managing partner: runs the firm; Named with investment responsibility
- Tim Hoerr · CEO & MANAGING PARTNERWhy this person: Managing partner: runs the firm; Named with investment responsibility
- Dennis Eric Beard · Vice President And Managing PrincipalWhy this person: Runs the firm (chief executive or president); Named with investment responsibility
Ranked by the role the firm or its filing states, a route on file and deals led. Every reason is read from the record, never inferred. Routes are published by the person or the firm (their bio, the team page or a filing) and are revealed on a plan; data bought from a provider is never shown, and a route printed at a firm the person has since left is held back.
Investment team
How the team is orderedPartners who lead rounds first (rounds led, then deals attributed, then seniority), then the rest of the investment team, then investor relations, finance and operations. A person named by two sources under two spellings is shown once.- CEO & MANAGING PARTNER · 8 deals attributed
- MANAGING PARTNER · 2 deals attributed
- Vice President And Managing Principal
1 departed (kept with end dates)
- Stephen Russell Beck · Vice President And Managing Principal · Jul 1, 2017 to Jun 11, 2026 Fact
Contacts
1 general firm email, 1 firm phone on record, each with its source. Values open with the complete profile.
Funds and LPs
8 vehicles, 0 LPs disclosed
Funds and vehicles
What these amounts meanGAV is the gross asset value the adviser reported on Form ADV for the vehicle, never the fund’s committed size and never dry powder. Form D sold is the amount sold as of the latest filing, never a final close.| Vehicle | Type | Vintage | Lifecycle | Reported GAV | Owners | Form D sold | Latest Form D |
|---|---|---|---|---|---|---|---|
| Serra Capital Ag Tech Fund II, L.P. | Fund | 2024 form d first sale | Early deployment | unknown | unknown | $15.0M of $150M | May 17, 2024 |
| Serra Capital Ag Tech Fund, LP | Fund | 2022 adv first reported | Active deployment | $32.5M Jun 11, 2026 | 100 | unknown | unknown |
| Serra Capital II Follow-On Fund, LP | Fund | 2019 form d first sale | Mature | $16.0M Jun 11, 2026 | 61 | $9.0M of $10.0M | Feb 8, 2019 |
Limited partners
Known LPs and allocators
What these amounts and dates areEach commitment is counted once across the pension tape and the allocator graph. A commitment date prints only when the source printed one; otherwise the row carries the report date. A foundation’s 990-PF line is a holding at fair value, never a commitment. Rows without a fund on the venture graph are commitments to this manager.Relationships across DFX
1 co-investors
Co-investors
- 2026-08-211 shared deal · one time
Compare portfolios with YU Star Fund I GP or any firm. Co-investors across the market
Evidence and history
9 dated events, 72 observations from 4 sources
Timeline
- Jun 11, 2026Stephen Russell Beck (Vice President And Managing Principal) no longer on Schedule A of Serra Ventures, LLC
- Jun 11, 2026Serra Capital Ag Tech Fund II, LP first reported on Form ADV by Serra Ventures, LLC (Venture Capital Fund), GAV $8,592,480
- Mar 30, 2022Serra Capital Ag Tech Fund, LP first reported on Form ADV by Serra Ventures, LLC (Venture Capital Fund), GAV $8,987,066
- Jun 14, 2019Serra Capital II Follow-On Fund, LP first reported on Form ADV by Serra Ventures, LLC (Venture Capital Fund), GAV $9,930,000
- Jun 14, 2019Serra Ventures, LLC first filed Form ADV (ERA, venture capital fund adviser exemption)
Identity and regulatory footprint
Address, phone, Form ADV filing and ownersForm ADV filed Jun 11, 2026 · 7 private fundsShowHide
- Headquarters
- Champaign, ILadviserinfo.sec.gov
- Office address
- unknownadviserinfo.sec.gov
- Business phone
- unknownadviserinfo.sec.gov
- Website
- serraventures.com
- SEC adviser type
- Exempt reporting adviseradviserinfo.sec.gov
- SEC exemption claimed
- Venture capital fund adviseradviserinfo.sec.govItem 2.B(1): advises solely venture capital funds
- Latest Form ADV
- Jun 11, 2026
- Private funds reported
- 7 (7 venture capital funds)adviserinfo.sec.gov
- Private fund gross assets, adviser total
- $166Madviserinfo.sec.govreported GAV of the funds, the adviser's own number; not fund size, not dry powder
Classification history
Classification history
Every classification this record has carried3 on recordShowHide
- Sep 23, 2026Institutional venture firm (confirmed, 95%)Venture manager, reported GAV $166M across 8 vehicles
- Sep 12, 2026Institutional venture firm (confirmed, 95%)Venture manager, reported GAV $170M across 7 vehicles
- Sep 12, 2026Institutional venture firm (confirmed, 95%)Venture manager, reported GAV $170M across 6 vehicles
Evidence
Every observation behind this profile, with its source, date and class
| Fact | Value | Effective | Class | Source |
|---|---|---|---|---|
| Why admitted | VC exemption, VC funds reported | Jun 11, 2026 | Fact | Form ADV |
| SEC exemption claimed | Venture capital fund adviser | Jun 11, 2026 | Fact | Form ADV |
| SEC exemption claimed | Venture capital fund adviser | Aug 14, 2024 | Fact | Form ADV |
| SEC adviser type | Exempt reporting adviser | Jun 11, 2026 | Fact | Form ADV |
| SEC adviser type | Exempt reporting adviser | Jun 11, 2026 | Fact | Form ADV |
| SEC adviser type | Exempt reporting adviser | Aug 14, 2024 | Fact | Form ADV |
| First Form ADV filing | 2019-06-14 | Jun 11, 2026 | Fact | Form ADV |
| First Form ADV filing | 2019-06-14 | Aug 14, 2024 | Fact | Form ADV |
| Adv history loaded | adv-hist-1+panel:2026-09-30 | Oct 1, 2026 | Fact | Form ADV |
| Adv history loaded | adv-hist-1+panel:2026-09-29 | Sep 30, 2026 | Fact | Form ADV |
| Adv history loaded | adv-hist-1+panel:2026-09-25 | Sep 26, 2026 | Fact | Form ADV |
| Adv history loaded | adv-hist-1+panel:2026-09-23 | Sep 24, 2026 | Fact | Form ADV |
| Adv history loaded | adv-hist-1+panel:2026-09-21 | Sep 23, 2026 | Fact | Form ADV |
| Adv history loaded | adv-hist-1+panel:2026-09-22 | Sep 23, 2026 | Fact | Form ADV |
| Adv history loaded | adv-hist-1 | Sep 12, 2026 | Fact | Form ADV |
| Latest Form ADV filing | 2026-06-11 | Jun 11, 2026 | Fact | Form ADV |
| Latest Form ADV filing | 2026-06-11 | Jun 11, 2026 | Fact | Form ADV |
| Latest Form ADV filing | 2024-08-14 | Aug 14, 2024 | Fact | Form ADV |
| SEC status | ERA - Active | Jun 11, 2026 | Fact | Form ADV |
| SEC status effective | 2019-06-14 | Jun 11, 2026 | Fact | Form ADV |
| Venture share of reported funds | 1 | Jun 11, 2026 | Fact | Form ADV |
| Venture share of reported funds | 1 | Aug 14, 2024 | Fact | Form ADV |
| Business phone | Jun 11, 2026 | Fact | Form ADV | |
| Business phone | Aug 14, 2024 | Fact | Form ADV | |
| Contact page url | Sep 30, 2026 | Fact | ||
| Contact page url | Sep 16, 2026 | Fact | ||
| Headquarters | Champaign, IL | Jun 11, 2026 | Fact | Form ADV |
| Headquarters | Champaign, IL | Aug 14, 2024 | Fact | Form ADV |
| Office address | Jun 11, 2026 | Fact | Form ADV | |
| Office address | Aug 14, 2024 | Fact | Form ADV | |
| Legal form | Limited Liability Company | Jun 11, 2026 | Fact | Form ADV |
| Legal form | Limited Liability Company | Aug 14, 2024 | Fact | Form ADV |
| Portfolio page | Sep 30, 2026 | Fact | ||
| Portfolio page | Sep 16, 2026 | Fact | ||
| Portfolio page | Sep 12, 2026 | Fact | ||
| Private funds reported | 7 | Jun 11, 2026 | Fact | Form ADV |
| Private funds reported | 7 | Jun 11, 2026 | Fact | Form ADV |
| Private funds reported | 6 | Aug 14, 2024 | Fact | Form ADV |
| Private fund gross assets (reported) | $166M | Jun 11, 2026 | Fact | Form ADV |
| Private fund gross assets (reported) | $166M | Jun 11, 2026 | Fact | Form ADV |
| Private fund gross assets (reported) | $170M | Aug 14, 2024 | Fact | Form ADV |
| Schedule a diff | sadiff-1 | Jun 11, 2026 | Fact | Form ADV |
| Stated geography | bay area, chicago, wisconsin “geography words on the home page” | Sep 30, 2026 | Fact | |
| Stated geography | bay area, chicago, wisconsin “geography words on the home page” | Sep 16, 2026 | Fact | |
| Stated geography | bay area, chicago, wisconsin “geography words on the home page” | Sep 12, 2026 | Fact | |
| Stated sectors | AI, fintech, hardware, robotics, agtech “sector words on the home page” | Sep 30, 2026 | Fact | |
| Stated sectors | AI, fintech, hardware, robotics, agtech “sector words on the home page” | Sep 16, 2026 | Fact | |
| Stated sectors | AI, fintech, hardware, robotics, agtech “sector words on the home page” | Sep 12, 2026 | Fact | |
| Stated stages | early “stage words on the home page” | Sep 30, 2026 | Fact | |
| Stated stages | early “stage words on the home page” | Sep 16, 2026 | Fact | |
| Stated stages | early “stage words on the home page” | Sep 12, 2026 | Fact | |
| Team page | Sep 30, 2026 | Fact | ||
| Team page | Sep 16, 2026 | Fact | ||
| Team page | Sep 12, 2026 | Fact | ||
| Venture funds reported | 7 | Jun 11, 2026 | Fact | Form ADV |
| Venture funds reported | 7 | Jun 11, 2026 | Fact | Form ADV |
| Venture funds reported | 6 | Aug 14, 2024 | Fact | Form ADV |
| Website | Aug 14, 2024 | Fact | Form ADV | |
| Site title | Sep 30, 2026 | Fact | ||
| Site title | Sep 16, 2026 | Fact | ||
| Site title | Sep 12, 2026 | Fact |
How this is scored
Scores, classification basis and filing advisersInstitutional venture firm, confirmedShowHide
Venture manager, reported GAV $166M across 8 vehicles
- importance
- gav: 0.37 · funds: 0.67 · people: 0.4 · investments: 0.41 · co investors: 0
- active deployment
- investments 12m: 0.13 · fund raising 18m: 0 · people joined 12m: 0 · vintage within 3y: 1 · latest investment at: 2026-08-21
- emerging manager
- fund count: 8 · reported gav: $166M · first adv filing: 2019-06-14 · years since first filing: 7.3
Fits, record history and connections
scored matches for this investor, every identity change, every edge
Record history
- Adviser's first ADV filing2019-06-14source on record
The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.