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137 VENTURES MANAGEMENT, LLC

SAN FRANCISCO, CA · CRD 162351 · IAPD ↗ · 415-513-5222

$11.81BRegulatory AUM
9Advisory reps
25Employees
0Clients
n/aPlanning clients
42Private funds
2States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

60
April 2026 — 137 VENTURES MANAGEMENT, LLC reported RAUM up 110% ($5.63B -> $11.82B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
40
April 2025 — 137 VENTURES MANAGEMENT, LLC shrank from 10 to 8 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
56
April 2025 — 137 VENTURES MANAGEMENT, LLC reported RAUM up 58% ($3.56B -> $5.63B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
40
April 2024 — 137 VENTURES MANAGEMENT, LLC added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.