Great Oaks Management Company LLC

Micro VCSEC venture capital fund adviser· New York, New YorkGREATOAKSVC.COM

Great Oaks Venture Capital is a leading early-stage venture capital firm with a mission to support and invest in the most innovative and disruptive startups. Visit our home page to learn more about our portfolio companies, investment approach, and the experienced team behind our success.

In the firm's own words, from its website.

Reported fund assets
$20.0M
sum of its funds' Form ADV filings, last 30 months
New companies, 12 mo
None
Investment team
8
Latest vintage
2012
Contact decision makers
More
Ask DFX about thisView relationshipsFind contactsInvestments (124)Team (16)Funds
As of · the latest observation of this organization; filed figures are as of its latest Form ADV

12 additional team members, 37 additional co-investors and affiliates, 121 additional investments, funds and LPs, 5 verified contacts (4 professional url, 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.

Nothing material in the last 180 days.

People to know

View all people
  • Andy Boszhardt
    Founder & Managing Partner
    Why: Managing partner: runs the firm
    Profile
  • Bradford Benz
    Managing Partner at Benz Capital
    Why: Managing partner: runs the firm
    No route on file yet
  • Randall Burkert
    Managing Partner at Mercer + Bond Capital
    Why: Managing partner: runs the firm
    No route on file yet

Relationship network

182 connected entities4 observed rounds1 repeat counterparty

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.

Reading the network
  • Sponsor
  • Company
  • Fund or vehicle
  • Person

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 Great Oaks Management Company 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 Great Oaks Management Company LLC

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

Investing

124 companies on record, 0 new in 12 months
Investments on record
124 companies, 4 partner-attributed
CompanyRoundRolePartnerRound sizeThis investorDateSource
33Across Software falseportfolio listingunknownunknownunknownunknownOct 1, 2026Fact Firm website
Acornsportfolio listingunknownunknownunknownunknownOct 1, 2026Fact Firm website
Active AI Marketingportfolio listingunknownunknownunknownunknownOct 1, 2026Fact Firm website
Stated thesis versus observed behaviour
125 observed deals
Stated (the firm’s website)
Sectors
enterprise software, healthcare, marketplaces, energy, agtech
Stages
pre seed, seed, series a, early
Geography
new york, texas
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
Industries, each company once
Hardware and deep tech, Software or Tech-enabled and IT services (1)
lead rate no observed dealsfollow-on rate 33%new companies, 12 months 0

Team

16 current, 1 departed
Decision makers
who to call first, and why; then everyone else by function
  • Andy Boszhardt · Founder & Managing Partner
    Why this person: Managing partner: runs the firm; Named with investment responsibility
    LinkedIn or profile link on file (firm website), confirmed 2026-10-01, confidence 90%
  • Bradford Benz · Managing Partner at Benz Capital
    Why this person: Managing partner: runs the firm; Named with investment responsibility
  • Randall Burkert · Managing Partner at Mercer + Bond Capital
    Why this person: Managing partner: runs the firm; 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. 1 with a route on file. 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
16 current, 1 departed
1 departed (kept with end dates)
  • BEN Lin · Principal · Oct 1, 2012 to Mar 25, 2020 Inference
Contacts
1 firm phone, 4 professional url

1 firm phone, 4 professional url on record, each with its source. Values open with the complete profile.

Funds and LPs

3 vehicles, 0 LPs disclosed
Funds and vehicles
3 reported
VehicleTypeVintageLifecycleReported GAVOwnersForm D soldLatest Form D
Great Oaks Venture Fund L.P.Fund2012 form d first saleHarvest$19.6M
Mar 31, 2026
34$40.2M
of $75.0M
Aug 5, 2013
Great Oaks Coursehero LLCFundunknownUnknown$300,001
Mar 31, 2026
4unknownunknown
Great Oaks Schoology LLCFundunknownUnknown$151,886
Mar 31, 2026
2unknownunknown
Limited partners
0 LPs, 0 disclosed commitments
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.
Known LPs and allocators
0 relationships across the firm's funds, from public pensions and the allocator graph
No allocator names this firm or its funds in a public disclosure DFX holds.

Relationships across DFX

136 co-investors
Co-investors
136 counted from shared deals, for the whole firm

Evidence and history

5 dated events, 82 observations from 3 sources
Timeline
5 dated events
  1. Mar 31, 2026
    Great Oaks Schoology LLC first reported on Form ADV by Great Oaks Management Company LLC (Venture Capital Fund), GAV $151,886
    Fund first reported on Form ADVFundsInferenceGreat Oaks Schoology LLCForm ADV
  2. Mar 31, 2026
    Great Oaks Coursehero LLC first reported on Form ADV by Great Oaks Management Company LLC (Venture Capital Fund), GAV $300,001
    Fund first reported on Form ADVFundsInferenceGreat Oaks Coursehero LLCForm ADV
  3. Mar 25, 2020
    BEN Lin (Principal) no longer on Schedule A of Great Oaks Management Company LLC
    Person leftPeopleInferenceBEN LinForm ADV
  4. Nov 28, 2012
    Great Oaks Management Company LLC first filed Form ADV (ERA, venture capital fund adviser exemption)
    First SEC adviser filingOrganizationFactForm ADV
  5. Nov 28, 2012
    Great Oaks Venture Fund L.P. first reported on Form ADV by Great Oaks Management Company LLC (Venture Capital Fund), GAV $21,220,000
    Fund first reported on Form ADVFundsFactGreat Oaks Venture Fund L.P.Form ADV
Identity and regulatory footprint
Address, phone, Form ADV filing and ownersForm ADV filed Mar 31, 2026 · 3 private fundsShow
Headquarters
New York, NYadviserinfo.sec.gov
Office address
unknownadviserinfo.sec.gov
Business phone
unknownadviserinfo.sec.gov
Website
GREATOAKSVC.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 31, 2026
Private funds reported
3 (3 venture capital funds)adviserinfo.sec.gov
Private fund gross assets, adviser total
$20.0Madviserinfo.sec.govreported GAV of the funds, the adviser's own number; not fund size, not dry powder
Classification history
Every classification this record has carried2 on recordShow
  1. Sep 23, 2026
    Micro VC (confirmed, 95%)
    Venture manager, reported GAV $20.0M across 3 vehicles
  2. Sep 12, 2026
    Micro VC (confirmed, 95%)
    Venture manager, reported GAV $40.2M across 1 vehicle
Evidence
82 observations from 3 sources
Every observation behind this profile, with its source, date and class
FactValueEffectiveClassSource
Why admittedVC exemption, VC funds reportedMar 31, 2026FactForm ADV
SEC exemption claimedVenture capital fund adviserMar 31, 2026FactForm ADV
SEC exemption claimedVenture capital fund adviserMar 29, 2024FactForm ADV
SEC adviser typeExempt reporting adviserMar 31, 2026FactForm ADV
SEC adviser typeExempt reporting adviserMar 31, 2026FactForm ADV
SEC adviser typeExempt reporting adviserMar 29, 2024FactForm ADV
First Form ADV filing2012-11-28Mar 31, 2026FactForm ADV
First Form ADV filing2012-11-28Mar 29, 2024FactForm ADV
Adv history loadedadv-hist-1+panel:2026-09-29Sep 30, 2026FactForm ADV
Adv history loadedadv-hist-1+panel:2026-09-25Sep 26, 2026FactForm ADV
Adv history loadedadv-hist-1+panel:2026-09-23Sep 24, 2026FactForm ADV
Adv history loadedadv-hist-1+panel:2026-09-21Sep 23, 2026FactForm ADV
Adv history loadedadv-hist-1+panel:2026-09-22Sep 23, 2026FactForm ADV
Adv history loadedadv-hist-1Sep 12, 2026FactForm ADV
Latest Form ADV filing2026-03-31Mar 31, 2026FactForm ADV
Latest Form ADV filing2026-03-31Mar 31, 2026FactForm ADV
Latest Form ADV filing2024-03-29Mar 29, 2024FactForm ADV
SEC statusERA - ActiveMar 31, 2026FactForm ADV
SEC status effective2012-11-28Mar 31, 2026FactForm ADV
Venture share of reported funds1Mar 31, 2026FactForm ADV
Venture share of reported funds1Mar 29, 2024FactForm ADV
Business phoneMar 31, 2026FactForm ADV
Business phoneMar 29, 2024FactForm ADV
DescriptionOct 1, 2026Factno URL
DescriptionSep 16, 2026Factno URL
DescriptionSep 15, 2026Factno URL
HeadquartersNew York, NYMar 31, 2026FactForm ADV
HeadquartersNew York, NYMar 29, 2024FactForm ADV
Office addressMar 31, 2026FactForm ADV
Office addressMar 29, 2024FactForm ADV
Self-described typeVenture capitalOct 1, 2026Factno URL
Self-described typeVenture capitalSep 16, 2026Factno URL
Self-described typeVenture capitalSep 15, 2026Factno URL
Legal formLimited Liability CompanyMar 31, 2026FactForm ADV
Legal formLimited Liability CompanyMar 29, 2024FactForm ADV
Portfolio pageOct 1, 2026Factno URL
Portfolio pageSep 16, 2026Factno URL
Portfolio pageSep 15, 2026Factno URL
Private funds reported3Mar 31, 2026FactForm ADV
Private funds reported3Mar 31, 2026FactForm ADV
Private funds reported1Mar 29, 2024FactForm ADV
Private fund gross assets (reported)$20.0MMar 31, 2026FactForm ADV
Private fund gross assets (reported)$20.0MMar 31, 2026FactForm ADV
Private fund gross assets (reported)$40.2MMar 29, 2024FactForm ADV
Schedule a diffsadiff-1Mar 31, 2026FactForm ADV
Stated geographynew york, texas
“geography words on the home page”
Oct 1, 2026Factno URL
Stated geographynew york
“geography words on the home page”
Sep 16, 2026Factno URL
Stated geographynew york
“geography words on the home page”
Sep 15, 2026Factno URL
Stated sectorsEnterprise software, healthcare, marketplaces, energy, agtech
“sector words on the home page”
Oct 1, 2026Factno URL
Stated sectorsEnterprise software, healthcare, marketplaces
“sector words on the home page”
Sep 16, 2026Factno URL
Stated sectorsEnterprise software, healthcare, marketplaces
“sector words on the home page”
Sep 15, 2026Factno URL
Stated stagesPre seed, seed, series a, early
“stage words on the home page”
Oct 1, 2026Factno URL
Stated stagesPre seed, seed, series a, early
“stage words on the home page”
Sep 16, 2026Factno URL
Stated stagesPre seed, seed, series a, early
“stage words on the home page”
Sep 15, 2026Factno URL
Team pageOct 1, 2026Factno URL
Team pageSep 16, 2026Factno URL
Team pageSep 15, 2026Factno URL
Venture funds reported3Mar 31, 2026FactForm ADV
Venture funds reported3Mar 31, 2026FactForm ADV
Venture funds reported1Mar 29, 2024FactForm ADV
WebsiteMar 31, 2026FactForm ADV
WebsiteMar 29, 2024FactForm ADV
Site titleOct 1, 2026Factno URL
Site titleSep 16, 2026Factno URL
Site titleSep 15, 2026Factno URL
How this is scored
Scores, classification basis and filing advisersMicro VC, confirmedShow
Importance
41
elevated
Active deployment
0
low
Emerging
0
low
Freshness
100
high
Micro VCSEC exempt reporting adviser

Venture manager, reported GAV $20.0M across 3 vehicles

The inputs behind each score
importance
gav: 0.09 · funds: 0.25 · people: 0.36 · investments: 0.78 · co investors: 0.86
active deployment
investments 12m: 0 · fund raising 18m: 0 · people joined 12m: 0 · vintage within 3y: 0 · latest investment at: not scored
emerging manager
fund count: 3 · reported gav: $20.0M · first adv filing: 2012-11-28 · years since first filing: 13.8

Fits, record history and connections

scored matches for this investor, every identity change, every edge

Record history

1 dated event on the change ledger, latest event first
  • Adviser's first ADV filing
    2012-11-28source 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.