Firms, funds, partners, companies and rounds from sworn filings, firm sites and announcements, kept as a graph with a date and a source on every edge. Facts, inferences and estimates are labelled as such. A fund target is never a close, GAV is never dry powder, and a round size is never an investor’s check.

Firms / Apple Tree Venture Management LLC

Apple Tree Venture Management LLC

Institutional venture firmNew York, NYappletreepartners.comSEC venture capital fund adviser

venture manager, reported GAV $2,899M across 4 vehicles

Importance
37
elevated
Active deployment
29
moderate
Emerging
0
low
Completeness
69
high
Freshness
100
high
Research priority
13
low
Identity and regulatory footprint
Headquarters
New York, NYadviserinfo.sec.gov
Office address
230 PARK AVENUE, SUITE 2800, New York, NY, 10169adviserinfo.sec.gov
Business phone
212-468-5800adviserinfo.sec.gov
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
Apr 7, 2026
Private funds reported
1 (1 venture capital funds)adviserinfo.sec.gov
Private fund gross assets
$3.6Badviserinfo.sec.govreported GAV of the funds, the adviser's own number; not fund size, not dry powder
business email
info@appletreepartners.comappletreepartners.compublished by the subject
business email
media@appletreepartners.comappletreepartners.compublished by the subject
business phone
212-468-5800adviserinfo.sec.govpublished by the subject
Stated thesis versus observed behaviour
1 observed deals
Stated (the firm’s website)
Sectors
biotech, climate
Stages
seed, growth
Geography
global
Check size
not stated; DFX does not estimate checks from round sizes
Self-described
venture capital
Observed (from deals on record)
Stage at participation: no observed deals yet
Stage at first entry: no observed deals yet
Sectors
unknown 100%
lead rate n/afollow-on rate n/anew logos, 12 months 1
Funds and vehicles
4 reported, 4 no longer reported
VehicleTypeVintageLifecycleReported GAVOwnersForm D soldLatest Form D
DIH Psa, LLCFund2023 form d first saleActive deploymentunknownunknown$29.1M
of $29.1M
Jan 16, 2024
Apple Tree Partners IV, L.P.Fund2013 adv first reportedHarvest$2.9B
Mar 26, 2024
4unknownunknown
U.S. Hmc Series Fund LP - Series VFundunknownFundraisingunknownunknown$0Feb 4, 2026
U.S. Hmc Series Fund LP - Series ViiiFundunknownFundraisingunknownunknown$0Feb 11, 2026
Apple Tree Partners II - Annex, L.P.Continuation vehicle2013 adv first reportedWound down$9.2M
Mar 21, 2018
6unknownunknown
Apple Tree Partners I, LPFundunknownWound down$89.4M
Mar 27, 2013
10unknownunknown
Apple Tree Partners II, LPFundunknownWound down$20.9M
Mar 21, 2018
14unknownunknown
Apple Tree Partners III, LPFundunknownWound down$0
Mar 27, 2013
1unknownunknown
GAV 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.
Investment team
1 current, 2 departed
2 departed (kept with end dates)
Investments on record
1 edges, 1 companies, 0 partner-attributed
CompanyRoundRolePartnerRound sizeThis investorDateSource
company'sportfolio listingunknownunknownunknownunknownSep 16, 2026Fact Venture organization websites (about, team, portfolio, thesis, news pages)
“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.
Co-investors
0 relationships from shared deals, counted for the whole firm
No co-investor relationship yet: these are derived only from rounds and portfolio listings the graph has seen both investors on.
Limited partners
0 disclosed
No LP commitment on record. An LP edge needs a public disclosure with a quote: a pension report (see Limited partners for the plans read), a fund announcement naming the LP, or a Form ADV owner. The fund page carries the LP’s reported performance.
Timeline
15 dated events
  1. Mar 25, 2019
    Apple Tree Partners II - Annex, L.P. no longer reported on Form ADV by Apple Tree Venture Management LLC
  2. Mar 25, 2019
    Apple Tree Partners II, LP no longer reported on Form ADV by Apple Tree Venture Management LLC
  3. Mar 20, 2014
    Apple Tree Partners IV, LP first reported on Form ADV by Apple Tree Partners (Venture Capital Fund), GAV $66,000,000
  4. Mar 20, 2014
    Carmeliz Mona Cuasito Ramas-Fisk (Accounting & Finance Manager) no longer on Schedule A of Apple Tree Partners
  5. Jul 11, 2013
    Apple Tree Partners III, LP no longer reported on Form ADV by Apple Tree Partners
  6. Jul 11, 2013
    Apple Tree Partners IV, L.P. no longer reported on Form ADV by Apple Tree Partners
  7. Jul 11, 2013
    Apple Tree Partners I, LP no longer reported on Form ADV by Apple Tree Partners
  8. Jul 11, 2013
    Stephen G Dance (Chief Financial Officer) no longer on Schedule A of Apple Tree Partners
  9. Mar 27, 2013
    Apple Tree Partners IV, L.P. first reported on Form ADV by Apple Tree Partners (Venture Capital Fund), GAV $24,379,300
  10. Mar 27, 2013
    Apple Tree Partners II - Annex, L.P. first reported on Form ADV by Apple Tree Partners (Venture Capital Fund), GAV $6,142,500
  11. Jan 1, 2013
    Carmeliz Mona Cuasito Ramas-Fisk joined Schedule A of Apple Tree Partners as Accounting & Finance Manager
  12. Mar 30, 2012
    Apple Tree Partners II, LP first reported on Form ADV by Apple Tree Partners (Venture Capital Fund), GAV $60,000,000
  13. Mar 30, 2012
    Apple Tree Partners first filed Form ADV (ERA, venture capital fund adviser exemption)
  14. Mar 30, 2012
    Apple Tree Partners III, LP first reported on Form ADV by Apple Tree Partners (Venture Capital Fund), GAV $98,000,000
  15. Mar 30, 2012
    Apple Tree Partners I, LP first reported on Form ADV by Apple Tree Partners (Venture Capital Fund), GAV $116,000,000
Classification history
  1. Sep 12, 2026
    Institutional venture firm (confirmed, 95%, cls-1)
    venture manager, reported GAV $2,899M across 4 vehicles
  2. Sep 12, 2026
    Institutional venture firm (confirmed, 95%, cls-1)
    venture manager, reported GAV $2,899M across 1 vehicles
Evidence
52 observations from 4 sources
Every observation behind this profile, with its source, date and class
FactValueEffectiveClassSource
Why admittedvc_exemption,vc_funds_reportedApr 7, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
SEC exemption claimedventure_capital_fund_adviserApr 7, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
SEC exemption claimedventure_capital_fund_adviserMar 26, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
SEC adviser typeexempt_reporting_adviserApr 7, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
SEC adviser typeexempt_reporting_adviserMar 26, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
First Form ADV filing2012-03-30Mar 26, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Adv history loadedadv-hist-1Sep 12, 2026FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Latest Form ADV filing2026-04-07Apr 7, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Latest Form ADV filing2024-03-26Mar 26, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
SEC statusERA - ActiveApr 7, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
SEC status effective2012-03-30Apr 7, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Venture share of reported funds1Mar 26, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Business phone212-468-5800Apr 7, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Business phone212-468-5800Mar 26, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Contact page urlhttps://appletreepartners.com/contact
contact page linked from the home page
Sep 16, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
HeadquartersNew York, NYApr 7, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
HeadquartersNew York, NYMar 26, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Office address230 PARK AVENUE, SUITE 2800, New York, NY, 10169Apr 7, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Office address230 PARK AVENUE, SUITE 2800, New York, NY, 10169Mar 26, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Self-described typeventure_capital
a pioneer in life sciences venture capital, is developing the next generation of transformative biotechnology companies.
Sep 16, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Legal formLimited Liability CompanyApr 7, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Legal formLimited Liability CompanyMar 26, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Portfolio pagehttps://appletreepartners.com/portfolio
1 entries read
Sep 16, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Private funds reported1Apr 7, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Private funds reported1Mar 26, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Private fund gross assets (reported)$3.6BApr 7, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Private fund gross assets (reported)$2.9BMar 26, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Schedule a diffsadiff-1Sep 14, 2026FactIAPD Form ADV Part 1 PDF per firm (current filing, Schedule D 7.B.(1) and Schedule A)
Stated geographyglobal
geography words on the home page
Sep 16, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Stated sectorsbiotech,climate
sector words on the home page
Sep 16, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Stated stagesseed,growth
stage words on the home page
Sep 16, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Team pagehttps://appletreepartners.com/team
0 name/title pairs read
Sep 16, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Venture funds reported1Apr 7, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Venture funds reported1Mar 26, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
WebsiteHTTP://WWW.APPLETREEPARTNERS.COMApr 7, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
WebsiteHTTP://WWW.APPLETREEPARTNERS.COMMar 26, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Website statusunreachable
home page did not answer with HTML
Sep 13, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Site titleApple Tree Partners
title tag
Sep 16, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)