SourcingSourcing

OLIVE TECHNOLOGY VENTURES MANAGEMENT, LLC

C37
CRD 289384·SEC 801-121034·PALO ALTO, CA
AUM
$1.10B
$1B+
Est. Revenue
$11.0M
@ 1% on AUM
Est. EBITDA
$3.3M
@ 30% margin
Est. Deal Value
$26.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
OLIVE TECHNOLOGY VENTURES MANAGEMENT, LLC
CRD
289384
SEC file #
801-121034
EIN
—
DBA names
—

Economics

AUM
$1.10B
AUM band
$1B+
AUM trajectory
'22'26
$325.5M → $1.10B▲ +239%
Client mix
Pooled Investment Vehicles31

Operations

Employees (total)
1
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'22'26
4 advisors → 1 advisors▼ -75%
Primary office
PALO ALTO CA
Branches
—

Custodian & Brokerage

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

Filings

Latest ADV filing
04/30/2026
ADV-W filed at
—
Website
oliveam.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
GOPHER HOLDINGS LIMITED
Top Owner Pct
87.5
Top Owner Entity Kind
FE
Owner Count
3
Control Persons
GOPHER HOLDINGS LIMITED
Huang, Qian, (Elise)
Solo Advisor Indicator
Yes
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
ok
Rdap Domain
OLIVEAM.COM
Rdap Domain Creation Date
2024-03-05T03:30:21Z
Rdap Firm Age Years
2
Rdap Firm Age Band
<5y
Rdap Registrar
Amazon Registrar, Inc.

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (13)

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
Jpmorgan54
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-03-05T03:30:21Z
Rdap Domain Last Changed
2026-05-15T11:58:23Z
Rdap Nameservers
Vip3.alidns.comVip4.alidns.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Trust Company Affiliate
No

People (2)

2
Huang, Qian, (Elise)
Executive Officer · 2.5%
6839273
Kong, Annie, Kai Wei
Executive Officer · 2.5%
7828581