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OWL VENTURES

SAN FRANCISCO, CA · CRD 172513 · IAPD ↗ · owlvc.com · (415) 209-5675

$2.50BRegulatory AUM
10Advisory reps
20Employees
0Clients
n/aPlanning clients
19Private funds
2States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

32
April 2026 — OWL VENTURES notice-filed in MA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
85
March 2026 — OWL VENTURES (SAN FRANCISCO, CA) is newly SEC-registered with $2.27B RAUM and 10 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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