UNIVERSITY VENTURES other names

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Adviser Profile

As of Date:

03/28/2024

Adviser Type:

- Large advisory firm

Number of Employees:

4

of those in investment advisory functions:

4

Registration:

SEC, Approved, 7/10/2014

Other registrations (1)
AUM:

470,495,534 -3.44%

of that, discretionary:

470,495,534 -3.44%

Private Fund GAV:

420,063,428 -21.16%

Avg Account Size:

42,772,321 5.34%

SMA’s:

NO

Private Funds:

11 1

Contact Info

917 xxxxxxx

Websites :
Client Types:

+

Advisory Activities:

+

Compensation Arrangments:

+

Reported AUM

Discretionary
Non-discretionary
635M 544M 453M 363M 272M 181M 91M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Recent News

Chegg’s journey from textbook rental company to education provider
03/31/2021

Chegg has long supplemented educational materials from other companies, but is -- with its latest acquisition -- gearing up to provide its own non-degree level credentials. Read more by

insidehighered.com

Bad day for 2U highlights vulnerability of online program management companies
03/26/2021

After online program management company 2U talked openly about its challenges, the company’s stock plummeted. Analysts say the company, and others like it, are down but not out. Read more by

insidehighered.com

Edtech Startup Credly Raises $2.5M Seed Round From VCs, Lumina Foundation
03/15/2021

Credly, a New York edtech company that manages digital credentials for learned skills, said today it raised $2.5 million in a seed financing round led by venture firms University Ventures and New ...

xconomy.com

Fear And Loathing In Lottery Admissions
03/05/2021

Ivy League schools neither organize nor fund bridge programs ... Disclosure: My firm, University Ventures, has a small investment in PeopleGrove.) If top colleges were serious about diversity ...

Forbes


Private Funds Structure

Fund Type Count GAV
Other Private Fund 11 $420,063,428

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Private Funds



Employees




Brochure Summary

Overview

University Ventures was founded in 2011 and is wholly owned by its three managers, Daniel Pianko, Gregg Rosenthal and Ryan Craig (the “Principals”). University Ventures provides investment advisory services to privately offered pooled investment funds and each of their related co-investment vehicles and special purpose vehicles (the “Funds” and individually, each a “Fund”) and may, in the future, provide advisory services to managed accounts (collectively with the Funds, the “Clients”). University Ventures manages each Client’s assets on a fully discretionary basis in accordance with the investment objectives outlined in the relevant Offering Documents (defined below) and/or investment management agreement for each Client. University Ventures focuses primarily on investing in buyout investment opportunities in portfolio companies (including, but not limited to, those related to lower middle market staffing, education technology companies, business services enterprises, technology companies servicing these markets, and select scaled training or education programs). With respect to the Funds, University Ventures manages each Fund in accordance with the relevant limited partnership agreement, investment management agreement, offering memorandum, or other applicable Fund documentation (collectively, “Offering Documents”), where applicable. Any Fund restrictions on investments are set forth in each respective Fund’s Offering Documents. University
Ventures does not tailor its investment advice to the individual investors in each Fund that it manages. As such, investors cannot impose restrictions on the types of investments made through the Funds. Subject to applicable law and each Fund’s Offering Documents, the general partners of the Funds have entered into side letter arrangements with certain investors and may continue to do so in the future. Certain side letters may have the effect of altering or supplementing the terms of such investors’ investments in a Fund, including by providing, among other things, different information rights, co-investment rights and other economic rights that may be material, reporting rights, excuse or exclusion rights, waiver of certain confidentiality obligations, certain rights or terms necessary in light of particular legal, regulatory, or policy requirements of a particular investor, additional obligations and restrictions with respect to structuring particular investments in light of the legal and regulatory considerations applicable to a particular investor, veto rights, and liquidity or transfer rights. University Ventures does not currently participate as a manager in any wrap fee programs. As of December 31, 2023, University Ventures managed approximately $470,495,534 of Client assets. All assets are managed on a discretionary basis. University Ventures does not manage any Client assets on a non-discretionary basis.