UGVP Management LLC

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UGVP Management LLC ✚
CRD #	170880
SEC #	801-79915
CIK #
AUM	634.9 M (2026-03-31)
Employees	2 (100% Investors, 0% Brokers)
Phone	866-491-8550
Address	47 Maple St Summit, NJ 07901
Source	[IAPD] [Website] [Twitter]

Total AUM ($M) Copy

Type	Form D Funds	Date	Sold	AUM
VC	Union Grove Holdings III LLC	[2023-03-31]	4.1 M
	Offered $4,091,000 · Filed 2022-05-13 (D) · Exemption 3(c), 506(b), 3(c)(7) · Duration One year or less · Revenue Decline to Disclose
VC	Union Grove Holdings II LLC	[2022-10-21]	7.7 M	3.8 M
	Offered $7,650,000 · Filed 2021-05-03 (D) · Exemption 3(c)(1), 506(b) · Duration One year or less · Revenue Decline to Disclose
VC	Union Grove Partners 2021 LP	[2022-03-31]		47.6 M
	Offered $200,000,000 · Filed 2021-10-07 (D) · Exemption 3(c), 3(c)(1), 506(b) · Remaining $200,000,000 · Duration One year or less · Revenue Decline to Disclose
VC	Union Grove PM Holdings LLC	2018-03-29		1.2 M
VC	Union Grove Partners Venture Access Fund II-B LP	[2016-02-26]	100.0 M	160.8 M
	Offered $100,000,000 · Filed 2015-12-01 (D) · Exemption 506(b), 3(c), 3(c)(7) · Duration One year or less · Revenue Decline to Disclose
VC	Union Grove Partners Venture Access Fund II LP	[2016-02-26]	53.5 M	107.1 M
	Filed 2016-05-16 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose
VC	Union Grove Partners Direct Venture Fund LP	[2014-03-19]	15.0 M	10.5 M
	Offered $15,000,000 · Filed 2014-04-08 (D) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $1,000,000 · Duration More than one year · Revenue Decline to Disclose
VC	Union Grove Partners Venture Access Fund LP	[2014-03-19]	85.0 M	139.9 M
	Offered $85,000,000 · Filed 2014-04-08 (D) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $1,000,000 · Duration More than one year · Revenue Decline to Disclose

AUM Breakdown	Accounts	AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals)	0	0.0
(b) Individuals (high net worth individuals)	0	0.0
(c) Banking or thrift institutions	0	0.0
(d) Investment companies	0	0.0
(e) Business development companies	0	0.0
(f) Pooled investment vehicles	11	634.9
(g) Pension and profit sharing plans	0	0.0
(h) Charitable organizations	0	0.0
(i) State or municipal government entities	0	0.0
(j) Other investment advisers	0	0.0
(k) Insurance companies	0	0.0
(l) Sovereign wealth funds and foreign official institutions	0	0.0
(m) Corporations or other businesses not listed above	0	0.0
(n) Other	0	0.0
Total	11	634.9
By Discretionary
Discretionary	4	333.8
Non-Discretionary	7	301.0
Total	11	634.9
By Non-United States Persons
Non-United States Persons		0.0
United States Persons		634.9
Total	11	634.9

Form D Directors	Role	# Filings	# Firms
Gregory Bohlen	Director, Executive Officer	8	2
Patrick Cairns	Director, Executive Officer	8	2
John Spilman	Executive Officer	7	2
John Spilman V	Director	4	2
Union Grove Venture Partners 2014 LLC	Executive Officer	2	1
Union Grove Venture Partners 2021 LLC	Director	2	1
Union Grove Venture Partners 2015 LLC	Promoter	1	1
Union Grove General Partner I LLC	Director	1	1

Firm Profile (Form ADV)
Serves	Institutional

Comparable Firms	State	AUM
Nomura Capital Management LLC ✚	NY	651.3 M
Sheridan Production Partners Manager III LLC ✚	TX	650.0 M
Spicewood Mineral Management LLC ✚	TX	644.7 M
Curasset Capital Management LLC ✚	NJ	643.2 M
Merritt Point Partners LLC ✚	CA	636.1 M
Industrial Development Funding LLC ✚	FL	624.0 M
Park Lane Advisors LLC ✚	AL	623.9 M
Wheeler Retirement Plans LLC ✚	MN	618.1 M
Hussman Strategic Advisors Inc ✚	MD	617.4 M
HIG WhiteHorse Advisers LLC ✚	FL	615.1 M

UGVP Management LLC

Assets, Funds, Holdings