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PINEGROVE VENTURE PARTNERS, LLC

MENLO PARK, CA · CRD 326747 · IAPD ↗ · 650-519-0540

$13.72BRegulatory AUM
19Advisory reps
54Employees
1Clients
n/aPlanning clients
68Private funds
9States
6Disclosures
fundSegment
ApprovedSEC status

Filing changes

32
April 2025 — PINEGROVE VENTURE PARTNERS, LLC notice-filed in CT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
40
April 2025 — PINEGROVE VENTURE PARTNERS, LLC added office(s): 10 -> 11 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
45
April 2025 — SVB CAPITAL is now doing business as PINEGROVE VENTURE PARTNERS, LLC.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
40
December 2024 — SVB CAPITAL's Item 11 disclosure-reporting entries rose by 2 (4 -> 6).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
32
April 2024 — SVB CAPITAL notice-filed in UT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
40
April 2024 — SVB CAPITAL shrank from 29 to 18 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

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