9AT: CSC UPSHOT VENTURES MANAGEMENT, LLC

other names

CSC UPSHOT VENTURES MANAGEMENT, LLC

Adviser Profile

As of Date	03/27/2025
ADV Location	PALO ALTO, CA, United States
Adviser Type - Large advisory firm
Number of Employees	4
of those in investment advisory functions	2
Registration	SEC, Approved, 07/28/2020
Other registrations (2)	SEC, ERA - Withdrawn, 06/28/2020 California, ERA - Withdrawn, 06/28/2020
Former registrations	CSC UPSHOT VENTURES MANAGEMENT, LLC

AUM^*	236,919,129 -20%
of that, discretionary	236,919,129 -25%
Private Fund GAV^*	233,449,432
Avg Account Size	236,919,129 -25%
SMA’s	No
Private Funds	1
Contact Info	650 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Fund Type	Count	GAV
Fund TypeVenture Capital Fund	Count1	GAV$233,449,432

Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser GOEHRING & ROZENCWAJG ASSOCIATES, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund884.0k	Other Fund9.5m	Total Private Fund GAV11.3m	AUM726.2m	#Funds4
Adviser SCHECHTER PRIVATE CAPITAL, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund166.8m	Other Fund-	Total Private Fund GAV333.6m	AUM171.7m	#Funds41
Adviser CMT ASSET MANAGEMENT LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund422.2m	Other Fund-	Total Private Fund GAV844.4m	AUM491.4m	#Funds19
Adviser ARTIST CAPITAL MANAGEMENT LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund390.6m	Other Fund-	Total Private Fund GAV781.2m	AUM195.1m	#Funds17
Adviser STEELHEAD CAPITAL MANAGEMENT, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund225.3m	Other Fund-	Total Private Fund GAV450.5m	AUM225.3m	#Funds21
Adviser TACORA CAPITAL MANAGEMENT, LP	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund960.1m	Other Fund-	Total Private Fund GAV1.9b	AUM960.1m	#Funds6
Adviser CRE VENTURE CAPITAL, INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund582.9m	Other Fund-	Total Private Fund GAV1.2b	AUM406.5m	#Funds37
Adviser ARCHER CAPITAL GROUP MANAGEMENT, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund262.0m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund478.1m	Other Fund-	Total Private Fund GAV1.2b	AUM285.6m	#Funds13
Adviser SOCIAL LEVERAGE ADVISORS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund425.3m	Other Fund100.0m	Total Private Fund GAV950.5m	AUM443.7m	#Funds14
Adviser STELAC CAPITAL PARTNERS LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund693.1m	Other Fund-	Total Private Fund GAV1.4b	AUM680.0m	#Funds38

Brochure Summary

Overview

CSC Upshot Ventures Management, LLC, a Delaware limited liability company (“Upshot”) is an advisory firm dedicated to early-stage venture capital investing. Upshot was formed in 2015 by Huoy-ming Yeh and CSC SV Management Ltd., a Cayman exempted limited company (“CSC SV”). CSC SV is a wholly owned subsidiary of Shanghai Evergreen Investment Co., Ltd, which is wholly owned by China Science & Merchants Investment Management Group Co., Ltd., a PRC company with limited liability (“CSM”). Upshot provides investment advice to CSC Upshot Ventures I, LP, a Delaware limited partnership (the “Fund”) that is exempt from registration under the Investment Company Act of 1940, as amended (the “1940 Act”) and whose securities are not registered under the Securities Act of 1933, as amended (the “Securities Act”). Upshot’s affiliate, CSC Upshot Ventures Management GP, LLC, a Delaware limited liability company (the “General Partner”) serves as the general partner of the Fund. The General Partner is owned, in part, by Huoy-ming Yeh and CSC SV GP, Ltd., which is in turn owned by Shanghai Evergreen Investment Co. Ltd., a wholly owned

subsidiary of CSM. Upshot invests the assets of the Fund primarily, but not solely, in venture capital equity issued principally by early stage businesses that seek seed capital through the syndicated deal platform hosted by AngelList Advisors, LLC (“AngelList”), but, subject to certain restrictions, including those relating to the allocation of a certain percentage of the Fund’s capital resources to deals sourced from AngelList, is authorized to enter into any type of investment transaction that it deems appropriate in accordance with the terms of the Fund’s limited partnership agreement, including in deals sourced outside of AngelList. Upshot’s advisory services consist of investigating, identifying, and evaluating investment opportunities, structuring, negotiating and making investments on behalf of the Fund, managing and monitoring the performance of such investments and disposing of such investments. As of December 31, 2023, Upshot had total discretionary regulatory assets under management of approximately $294,826,529 (including uncalled capital commitments). Upshot only manages assets on a discretionary basis.

CSC UPSHOT VENTURES MANAGEMENT, LLC

Related Companies

Adviser Profile

Details

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Private Funds Structure

Similar advisers

Brochure Summary

Overview