Liveoak Management Services, LLC
LiveOak invests early in exceptional Texas-based founders. We’re highly engaged partners committed to building the leaders and companies of the future.
In the firm's own words, from its website.
3 additional team members, 11 additional investments, funds and LPs, 13 events, 2 verified contacts (1 published business 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
- 2 companiesnew in 12 months
2 new companies in the last 12 months.
A firm writing cheques this quarter is one a founder can pitch now.
- 1 companyportfolio raising
One portfolio company has new financing on record in 6 months without this firm named on the round; the latest on 8 May 2026 ($1.87M sold on Form D).
A portfolio company raising again is a follow-on decision for the firm and a co-investment opening for others.
People to know
View all people- Member Of Lovp Upper Tier Gp I, LlcWhy: Named with investment responsibilityNo route on file yet
- Manager Of Lovp Upper Tier Gp Iii, Llc Gp I, L.P. Gp I, L.P. Gp Ii, L.P. Gp Ii, L.P. Gp Ii, L.P. Gp Iii, L.P. Gp Iii, L.P. Gp Iii, L.P. Gp Iii, L.P. Tda Gp, Lp Tda Gp, Lp Tda Gp, Lp Invest Gp, Llc Invest Gp, LlcWhy: Named with investment responsibilityNo route on file yet
Relationship network
27 connected entities3 observed rounds1 repeat counterparty2 dated rounds shown here, 2016 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
- Capital provider
- 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 Liveoak Management Services, 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 Liveoak Management Services, LLC
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Investing
6 companies on record, 2 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 |
|---|---|---|---|---|---|---|---|
| arrow-right | portfolio listing | unknown | unknown | unknown | unknown | Sep 16, 2026 | Fact Firm website |
| Data Science | portfolio listing | unknown | unknown | unknown | unknown | Sep 16, 2026 | Fact Firm website |
| Links | portfolio listing | unknown | unknown | unknown | unknown | Sep 16, 2026 | Fact Firm website |
Stated thesis versus observed behaviour
- Sectors
- ai, healthcare
- Stages
- pre seed, seed, series b
- Geography
- austin, texas
- Check size
- not stated; DFX does not estimate checks from round sizes
- Self-described
- venture capital
Team
6 current, 0 departed
Decision makers
- Benjamin Lamberth Scott · Member Of Lovp Upper Tier Gp I, LlcWhy this person: Named with investment responsibility
- Krishna Srinivasan · Manager Of Lovp Upper Tier Gp Iii, Llc Gp I, L.P. Gp I, L.P. Gp Ii, L.P. Gp Ii, L.P. Gp Ii, L.P. Gp Iii, L.P. Gp Iii, L.P. Gp Iii, L.P. Gp Iii, L.P. Tda Gp, Lp Tda Gp, Lp Tda Gp, Lp Invest Gp, Llc Invest Gp, LlcWhy this person: Named with investment responsibility
Who else at this firm · 1 person, grouped by function
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.- Portfolio Jobs
- Manager Of Lovp Upper Tier Gp Iii, Llc Gp I, L.P. Gp I, L.P. Gp Ii, L.P. Gp Ii, L.P. Gp Ii, L.P. Gp Iii, L.P. Gp Iii, L.P. Gp Iii, L.P. Gp Iii, L.P. Tda Gp, Lp Tda Gp, Lp Tda Gp, Lp Invest Gp, Llc Invest Gp, Llc · 3 deals attributed
- Member Of Lovp Upper Tier Gp I, Llc
1 departed (kept with end dates)
- Benjamin Lamberth Scott · Manager · Dec 1, 2012 to Mar 31, 2023 Inference
Contacts
1 published business email, 1 firm phone on record, each with its source. Values open with the complete profile.
Funds and LPs
10 vehicles, 1 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 |
|---|---|---|---|---|---|---|---|
| Liveoak Select Fund I, L.P. | Growth fund | 2024 adv first reported | Early deployment | $21.1M Mar 30, 2026 | 7 | $0 of $20.0M | Aug 17, 2023 |
| Liveoak Venture Partners III, L.P. | Fund | 2021 form d first sale | Mature | $245M Mar 30, 2026 | 97 | $0 of $150M | Oct 19, 2021 |
| Liveoak I Co-Invest IV L.P. | SPV or co-invest vehicle | 2021 adv first reported | Mature | $1.3M Mar 30, 2026 | 1 | unknown | unknown |
Limited partners
- 1 commitment · amounts undisclosed
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.| Allocator | Type | Fund | Amount | Date | Source |
|---|---|---|---|---|---|
| Teachers' Retirement System of the State of Illinois | STATE RETIREMENT SYSTEM | LiveOak Venture Partners at Liveoak Management Services, LLC | amount not disclosed | reported as of Jun 2, 2025 | Fact Pension disclosure |
| H E Butt Foundation | FOUNDATION | Liveoak Venture Partners III, L.P. | $1.3M fair value on the foundation's return | reported as of Dec 31, 2024 | Fact IRS Form 990 / 990-PF e-file returns |
| H E Butt Foundation | FOUNDATION | LIVEOAK FUND I at Liveoak Management Services, LLC | $1.2M fair value on the foundation's return | reported as of Dec 31, 2024 | Fact IRS Form 990 / 990-PF e-file returns |
Relationships across DFX
3 co-investors · on 2 other DFX graphs
Co-investors
- 2026-09-301 shared deal · one time
- 2025-11-141 shared deal · one time
- 2016-01-281 shared deal · one time
Compare portfolios with West Rim, Firstmark Capital, LLC, Silverton Management, L.L.C. or any firm. Co-investors across the market
Across DFX and the capital chainon 2 other DFX graphs · 2 capital paths ShowHide
- The same institution is held on Allocators, RIA and Wealth, matched by identifier. See which records
Liveoak Management Services, LLC is the same institution as 2 records in Allocators and RIA and Wealth.
DFX found 2 relationships across 2 datasets
Which record it is in each graph, what it is called there, and how the two were matched.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Checking your plan…
Liveoak Management Services, LLC sits on 2 traced paths of capital across the graphs.
DFX traced 2 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
Checking your plan…
Evidence and history
18 dated events, 72 observations from 4 sources
Timeline
- Jun 2, 2025Illinois TRS lists LiveOak Venture Partners among its private equity managersLP commitment disclosedLPsFactTeachers' Retirement System of the State of IllinoisPension disclosure
- Mar 28, 2024Liveoak Select Fund I, L.P. first reported on Form ADV by Liveoak Management Services, LLC (Venture Capital Fund), GAV $15,315,636
- Aug 1, 2023Creighton Michael Hicks joined Schedule A of Liveoak Management Services, LLC as Member Of Liveoak Co-Invest Gp, Llc
- Aug 1, 2023Michael John Marcantonio joined Schedule A of Liveoak Management Services, LLC as Member Of Liveoak Co-Invest Gp, Llc
- Mar 31, 2023Benjamin Lamberth Scott (Manager) no longer on Schedule A of Liveoak Management Services, LLC
Identity and regulatory footprint
Address, phone, Form ADV filing and ownersForm ADV filed Mar 30, 2026 · 9 private fundsShowHide
- Headquarters
- Austin, TXadviserinfo.sec.gov
- Office address
- unknownadviserinfo.sec.gov
- Business phone
- unknownadviserinfo.sec.gov
- Website
- LIVEOAKVP.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
- Mar 30, 2026
- Private funds reported
- 9 (9 venture capital funds)adviserinfo.sec.gov
- Private fund gross assets, adviser total
- $503Madviserinfo.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, 2026Multi-stage venture firm (confirmed, 95%)Both early and growth/opportunity families, reported GAV $574M
- Sep 15, 2026Multi-stage venture firm (confirmed, 95%)Both early and growth/opportunity families, reported GAV $558M
- Sep 12, 2026Multi-stage venture firm (confirmed, 95%)Both early and growth/opportunity families, reported GAV $473M
Evidence
Every observation behind this profile, with its source, date and class
| Fact | Value | Effective | Class | Source |
|---|---|---|---|---|
| Why admitted | VC exemption, VC funds reported | Mar 30, 2026 | Fact | Form ADV |
| SEC exemption claimed | Venture capital fund adviser | Mar 30, 2026 | Fact | Form ADV |
| SEC exemption claimed | Venture capital fund adviser | Mar 28, 2024 | Fact | Form ADV |
| SEC adviser type | Exempt reporting adviser | Mar 30, 2026 | Fact | Form ADV |
| SEC adviser type | Exempt reporting adviser | Mar 30, 2026 | Fact | Form ADV |
| SEC adviser type | Exempt reporting adviser | Mar 28, 2024 | Fact | Form ADV |
| First Form ADV filing | 2013-02-08 | Mar 30, 2026 | Fact | Form ADV |
| First Form ADV filing | 2013-02-08 | Mar 28, 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 | 2026-03-30 | Mar 30, 2026 | Fact | Form ADV |
| Latest Form ADV filing | 2026-03-30 | Mar 30, 2026 | Fact | Form ADV |
| Latest Form ADV filing | 2024-03-28 | Mar 28, 2024 | Fact | Form ADV |
| SEC status | ERA - Active | Mar 30, 2026 | Fact | Form ADV |
| SEC status effective | 2013-02-08 | Mar 30, 2026 | Fact | Form ADV |
| Venture share of reported funds | 1 | Mar 30, 2026 | Fact | Form ADV |
| Venture share of reported funds | 1 | Mar 28, 2024 | Fact | Form ADV |
| Business phone | Mar 30, 2026 | Fact | Form ADV | |
| Business phone | Mar 28, 2024 | Fact | Form ADV | |
| Contact page url | Sep 16, 2026 | Fact | ||
| Description | Sep 16, 2026 | Fact | ||
| Description | Sep 14, 2026 | Fact | ||
| Headquarters | Austin, TX | Mar 30, 2026 | Fact | Form ADV |
| Headquarters | Austin, TX | Mar 28, 2024 | Fact | Form ADV |
| Office address | Mar 30, 2026 | Fact | Form ADV | |
| Office address | Mar 28, 2024 | Fact | Form ADV | |
| Self-described type | Venture capital | Sep 16, 2026 | Fact | |
| Self-described type | Venture capital | Sep 14, 2026 | Fact | |
| Legal form | Limited Liability Company | Mar 30, 2026 | Fact | Form ADV |
| Legal form | Limited Liability Company | Mar 28, 2024 | Fact | Form ADV |
| Portfolio page | Sep 16, 2026 | Fact | ||
| Portfolio page | Sep 14, 2026 | Fact | ||
| Private funds reported | 9 | Mar 30, 2026 | Fact | Form ADV |
| Private funds reported | 9 | Mar 30, 2026 | Fact | Form ADV |
| Private funds reported | 10 | Mar 28, 2024 | Fact | Form ADV |
| Private fund gross assets (reported) | $503M | Mar 30, 2026 | Fact | Form ADV |
| Private fund gross assets (reported) | $503M | Mar 30, 2026 | Fact | Form ADV |
| Private fund gross assets (reported) | $558M | Mar 28, 2024 | Fact | Form ADV |
| Schedule a diff | sadiff-1 | Mar 30, 2026 | Fact | Form ADV |
| Stated geography | Austin, texas “geography words on the home page” | Sep 16, 2026 | Fact | |
| Stated geography | Austin, texas “geography words on the home page” | Sep 14, 2026 | Fact | |
| Stated sectors | AI, healthcare “sector words on the home page” | Sep 16, 2026 | Fact | |
| Stated sectors | AI, healthcare “sector words on the home page” | Sep 14, 2026 | Fact | |
| Stated stages | Pre seed, seed, series b “stage words on the home page” | Sep 16, 2026 | Fact | |
| Stated stages | Pre seed, seed, series b “stage words on the home page” | Sep 14, 2026 | Fact | |
| Team page | Sep 16, 2026 | Fact | ||
| Team page | Sep 14, 2026 | Fact | ||
| Venture funds reported | 9 | Mar 30, 2026 | Fact | Form ADV |
| Venture funds reported | 9 | Mar 30, 2026 | Fact | Form ADV |
| Venture funds reported | 10 | Mar 28, 2024 | Fact | Form ADV |
| Website | Mar 28, 2024 | Fact | Form ADV | |
| Website resolved domain | liveoak.vc | Sep 16, 2026 | Fact | |
| Website resolved domain | liveoak.vc | Sep 14, 2026 | Fact | |
| Site title | Sep 16, 2026 | Fact | ||
| Site title | Sep 14, 2026 | Fact |
How this is scored
Scores, classification basis and filing advisersMulti-stage venture firm, confirmedShowHide
Both early and growth/opportunity families, reported GAV $574M
- importance
- gav: 0.52 · funds: 0.92 · people: 0.84 · investments: 0.31 · co investors: 0.19
- active deployment
- investments 12m: 0.25 · fund raising 18m: 0 · people joined 12m: 0 · vintage within 3y: 1 · latest investment at: 2026-06-25
- emerging manager
- fund count: 11 · reported gav: $503M · first adv filing: 2013-02-08 · years since first filing: 13.6
Fits, record history and connections
scored matches for this investor, every identity change, every edge
Record history
- LP commitment disclosed2025-06-02source on record
- Adviser's first ADV filing2013-02-08source 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.