Great Oaks Management Company LLC
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.
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- Founder & Managing PartnerWhy: Managing partner: runs the firmProfile
- Managing Partner at Benz CapitalWhy: Managing partner: runs the firmNo route on file yet
- Managing Partner at Mercer + Bond CapitalWhy: Managing partner: runs the firmNo 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.
- 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 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
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 |
|---|---|---|---|---|---|---|---|
| 33Across Software false | portfolio listing | unknown | unknown | unknown | unknown | Oct 1, 2026 | Fact Firm website |
| Acorns | portfolio listing | unknown | unknown | unknown | unknown | Oct 1, 2026 | Fact Firm website |
| Active AI Marketing | portfolio listing | unknown | unknown | unknown | unknown | Oct 1, 2026 | Fact Firm website |
Stated thesis versus observed behaviour
- 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
Team
16 current, 1 departed
Decision makers
- Andy Boszhardt · Founder & Managing PartnerWhy this person: Managing partner: runs the firm; Named with investment responsibilityLinkedIn or profile link on file (firm website), confirmed 2026-10-01, confidence 90%
- Bradford Benz · Managing Partner at Benz CapitalWhy this person: Managing partner: runs the firm; Named with investment responsibility
- Randall Burkert · Managing Partner at Mercer + Bond CapitalWhy 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
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.- Founder & Managing Partner
- Managing Partner at Benz Capital
- Managing Partner at Mercer + Bond Capital
1 departed (kept with end dates)
- BEN Lin · Principal · Oct 1, 2012 to Mar 25, 2020 Inference
Contacts
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
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 |
|---|---|---|---|---|---|---|---|
| Great Oaks Venture Fund L.P. | Fund | 2012 form d first sale | Harvest | $19.6M Mar 31, 2026 | 34 | $40.2M of $75.0M | Aug 5, 2013 |
| Great Oaks Coursehero LLC | Fund | unknown | Unknown | $300,001 Mar 31, 2026 | 4 | unknown | unknown |
| Great Oaks Schoology LLC | Fund | unknown | Unknown | $151,886 Mar 31, 2026 | 2 | unknown | unknown |
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
136 co-investors
Co-investors
- 2026-10-014 shared deals · strong
- 2026-10-014 shared deals · strong
- 2026-10-013 shared deals · recurring
Evidence and history
5 dated events, 82 observations from 3 sources
Timeline
- Mar 31, 2026Great Oaks Schoology LLC first reported on Form ADV by Great Oaks Management Company LLC (Venture Capital Fund), GAV $151,886
- Mar 31, 2026Great Oaks Coursehero LLC first reported on Form ADV by Great Oaks Management Company LLC (Venture Capital Fund), GAV $300,001
- Mar 25, 2020
- Nov 28, 2012Great Oaks Management Company LLC first filed Form ADV (ERA, venture capital fund adviser exemption)
- Nov 28, 2012Great Oaks Venture Fund L.P. first reported on Form ADV by Great Oaks Management Company LLC (Venture Capital Fund), GAV $21,220,000
Identity and regulatory footprint
Address, phone, Form ADV filing and ownersForm ADV filed Mar 31, 2026 · 3 private fundsShowHide
- 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
Classification history
Every classification this record has carried2 on recordShowHide
- Sep 23, 2026Micro VC (confirmed, 95%)Venture manager, reported GAV $20.0M across 3 vehicles
- Sep 12, 2026Micro VC (confirmed, 95%)Venture manager, reported GAV $40.2M across 1 vehicle
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 31, 2026 | Fact | Form ADV |
| SEC exemption claimed | Venture capital fund adviser | Mar 31, 2026 | Fact | Form ADV |
| SEC exemption claimed | Venture capital fund adviser | Mar 29, 2024 | Fact | Form ADV |
| SEC adviser type | Exempt reporting adviser | Mar 31, 2026 | Fact | Form ADV |
| SEC adviser type | Exempt reporting adviser | Mar 31, 2026 | Fact | Form ADV |
| SEC adviser type | Exempt reporting adviser | Mar 29, 2024 | Fact | Form ADV |
| First Form ADV filing | 2012-11-28 | Mar 31, 2026 | Fact | Form ADV |
| First Form ADV filing | 2012-11-28 | Mar 29, 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 | 2026-03-31 | Mar 31, 2026 | Fact | Form ADV |
| Latest Form ADV filing | 2026-03-31 | Mar 31, 2026 | Fact | Form ADV |
| Latest Form ADV filing | 2024-03-29 | Mar 29, 2024 | Fact | Form ADV |
| SEC status | ERA - Active | Mar 31, 2026 | Fact | Form ADV |
| SEC status effective | 2012-11-28 | Mar 31, 2026 | Fact | Form ADV |
| Venture share of reported funds | 1 | Mar 31, 2026 | Fact | Form ADV |
| Venture share of reported funds | 1 | Mar 29, 2024 | Fact | Form ADV |
| Business phone | Mar 31, 2026 | Fact | Form ADV | |
| Business phone | Mar 29, 2024 | Fact | Form ADV | |
| Description | Oct 1, 2026 | Fact | ||
| Description | Sep 16, 2026 | Fact | ||
| Description | Sep 15, 2026 | Fact | ||
| Headquarters | New York, NY | Mar 31, 2026 | Fact | Form ADV |
| Headquarters | New York, NY | Mar 29, 2024 | Fact | Form ADV |
| Office address | Mar 31, 2026 | Fact | Form ADV | |
| Office address | Mar 29, 2024 | Fact | Form ADV | |
| Self-described type | Venture capital | Oct 1, 2026 | Fact | |
| Self-described type | Venture capital | Sep 16, 2026 | Fact | |
| Self-described type | Venture capital | Sep 15, 2026 | Fact | |
| Legal form | Limited Liability Company | Mar 31, 2026 | Fact | Form ADV |
| Legal form | Limited Liability Company | Mar 29, 2024 | Fact | Form ADV |
| Portfolio page | Oct 1, 2026 | Fact | ||
| Portfolio page | Sep 16, 2026 | Fact | ||
| Portfolio page | Sep 15, 2026 | Fact | ||
| Private funds reported | 3 | Mar 31, 2026 | Fact | Form ADV |
| Private funds reported | 3 | Mar 31, 2026 | Fact | Form ADV |
| Private funds reported | 1 | Mar 29, 2024 | Fact | Form ADV |
| Private fund gross assets (reported) | $20.0M | Mar 31, 2026 | Fact | Form ADV |
| Private fund gross assets (reported) | $20.0M | Mar 31, 2026 | Fact | Form ADV |
| Private fund gross assets (reported) | $40.2M | Mar 29, 2024 | Fact | Form ADV |
| Schedule a diff | sadiff-1 | Mar 31, 2026 | Fact | Form ADV |
| Stated geography | new york, texas “geography words on the home page” | Oct 1, 2026 | Fact | |
| Stated geography | new york “geography words on the home page” | Sep 16, 2026 | Fact | |
| Stated geography | new york “geography words on the home page” | Sep 15, 2026 | Fact | |
| Stated sectors | Enterprise software, healthcare, marketplaces, energy, agtech “sector words on the home page” | Oct 1, 2026 | Fact | |
| Stated sectors | Enterprise software, healthcare, marketplaces “sector words on the home page” | Sep 16, 2026 | Fact | |
| Stated sectors | Enterprise software, healthcare, marketplaces “sector words on the home page” | Sep 15, 2026 | Fact | |
| Stated stages | Pre seed, seed, series a, early “stage words on the home page” | Oct 1, 2026 | Fact | |
| Stated stages | Pre seed, seed, series a, early “stage words on the home page” | Sep 16, 2026 | Fact | |
| Stated stages | Pre seed, seed, series a, early “stage words on the home page” | Sep 15, 2026 | Fact | |
| Team page | Oct 1, 2026 | Fact | ||
| Team page | Sep 16, 2026 | Fact | ||
| Team page | Sep 15, 2026 | Fact | ||
| Venture funds reported | 3 | Mar 31, 2026 | Fact | Form ADV |
| Venture funds reported | 3 | Mar 31, 2026 | Fact | Form ADV |
| Venture funds reported | 1 | Mar 29, 2024 | Fact | Form ADV |
| Website | Mar 31, 2026 | Fact | Form ADV | |
| Website | Mar 29, 2024 | Fact | Form ADV | |
| Site title | Oct 1, 2026 | Fact | ||
| Site title | Sep 16, 2026 | Fact | ||
| Site title | Sep 15, 2026 | Fact |
How this is scored
Scores, classification basis and filing advisersMicro VC, confirmedShowHide
Venture manager, reported GAV $20.0M across 3 vehicles
- 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
- Adviser's first ADV filing2012-11-28source 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.