SourcingSourcing

NEW LEAF VENTURE PARTNERS LLC

B55
CRD 163897·SEC 801-80793·NEW YORK, NY
AUM
$408.4M
$100M-$500M
Est. Revenue
$4.1M
@ 1% on AUM
Est. EBITDA
$1.2M
@ 30% margin
Est. Deal Value
$9.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
NEW LEAF VENTURE PARTNERS LLC
CRD
163897
SEC file #
801-80793
EIN
000000000
DBA names
New Leaf Venture Partners

Economics

AUM
$408.4M
AUM band
$100M-$500M
AUM trajectory
'20'26
$1.06B → $408.4M▼ -61%
Client mix
Pooled Investment Vehicles9

Operations

Employees (total)
4
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'20'26
7 advisors → 2 advisors▼ -71%
Primary office
NEW YORK NY
Branches
—

Custodian & Brokerage

Primary custodian
Pershinglow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
linkedin.com/company/new-leaf-venture-partners(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
NEW LEAF VENTURE PARTNERS
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
4
Control Persons
NEW LEAF VENTURE PARTNERS
HUNT, RONALD, MARTIN
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:newleaf.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No
Form 5500 Plan Count
1
Form 5500 Total Compensation
35,000
Form 5500 Compensation Trajectory 3y
202535,000
Form 5500 Plan Count Trajectory 3y
20251
Schedule C Total Compensation
35,000
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Cik
0001331514
Edgar Registered
Yes
Edgar Filing Count
11
Edgar First Filing Date
2005-06-24
Edgar Last Filing Date
2011-09-29
Edgar Form D Count
7
Edgar Form D Offerings
2011-09-292011-09-29 · 0001331514-11-000002
2011-06-012011-06-01 · 0001331514-11-000001
Edgar Former Names
Aureon Laboratories Inc

Compliance & brand

Firm Registration Status
active

All other collected signals (11)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Pershing8
Goldman Sachs4
E*trade4
Wells Fargo2
Edgar Addresses
Mailing
28 WELLS AVEYONKERS, NY 10701
Business
28 WELLS AVEYONKERS, NY 10701
Edgar EIN
000000000
Edgar Recent Filings
D/A2011-09-29 · 0001331514-11-000002
D/A2011-06-01 · 0001331514-11-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
No

People (3)

3
HUNT, RONALD, MARTIN
Executive Officer · 2.5%
6050915
LATHI, VIJAY, KIRAN
Executive Officer · 2.5%
3035344
SLUTZKIN, CRAIG, LAWRENCE
Executive Officer · 2.5%
4578555