AUMdb

Initialized Capital Management, Llc

State-registered Investment Adviser CRD 170329 · SEC file 802-79735 · San Francisco, CA · INITIALIZED.COM
☆ Save with Pro ADV data as of Mar 27, 2026
Regulatory AUM
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Private funds (22)

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Reported in Form ADV Section 7.B.(1), filing of Oct 2024 · $2.9B combined gross assets

FundTypeDomicileGross assetsOwners
Initialized Iii L.P. Venture Capital Fund Delaware $1.1B 68
Initialized Iv L.P. Venture Capital Fund Delaware $632M 40
Initialized Superclass Iss L.P. Venture Capital Fund Delaware $224M 24
Initialized V L.P. Venture Capital Fund Delaware $212M 39
Initialized Vi L.P. Venture Capital Fund Delaware $188M 74
Initialized Annex L.P. Venture Capital Fund Delaware $146M 35
Initialized Ii, L.P. Venture Capital Fund Delaware $135M 41
Initialized Superclass Ii L.P. Venture Capital Fund Delaware $51.3M 24
Initialized Fg Spv Llc Venture Capital Fund Delaware $22.7M 1
Initialized Robin Hbf Spv Llc Venture Capital Fund Delaware $22.4M 1
Initialized Iv Associates L.P. Venture Capital Fund Delaware $20.9M 55
Initialized Pa Spv Llc Venture Capital Fund Delaware $15.4M 2
Initialized Capital Special Opportunities Fund I, L. P. Venture Capital Fund Delaware $15.0M 36
Initialized Cbh Spv Llc Venture Capital Fund Delaware $13.1M 5
Initialized Robin Fund, Lp Venture Capital Fund Delaware $11.1M 1

Private funds (22, $2.9B gross assets)

FundTypeGross assetsMin. investmentOwners
Initialized Iii L.P. Venture Capital Fund $1.1B $0 68
Initialized Iv L.P. Venture Capital Fund $632M $0 40
Initialized Superclass Iss L.P. Venture Capital Fund $224M $0 24
Initialized V L.P. Venture Capital Fund $212M $0 39
Initialized Vi L.P. Venture Capital Fund $188M $0 74
Initialized Annex L.P. Venture Capital Fund $146M $0 35
Initialized Ii, L.P. Venture Capital Fund $135M $0 41
Initialized Superclass Ii L.P. Venture Capital Fund $51.3M $0 24
Initialized Fg Spv Llc Venture Capital Fund $22.7M $0 1
Initialized Robin Hbf Spv Llc Venture Capital Fund $22.4M $0 1
Initialized Iv Associates L.P. Venture Capital Fund $20.9M $0 55
Initialized Pa Spv Llc Venture Capital Fund $15.4M $0 2
Initialized Capital Special Opportunities Fund I, L. P. Venture Capital Fund $15.0M $0 36
Initialized Cbh Spv Llc Venture Capital Fund $13.1M $0 5
Initialized Robin Fund, Lp Venture Capital Fund $11.1M $5.1M 1
Initialized V Associates L.P. Venture Capital Fund $9.1M $0 49
Initialized Annex Associates L.P. Venture Capital Fund $6.4M $0 23
Initialized Ep Spv, Llc Venture Capital Fund $5.4M $0 18
Initialized Vi Associates L.P. Venture Capital Fund $3.5M $0 2
Initialized Pat Spv Llc Venture Capital Fund $3.4M $0 8
Initialized Ic Spv, Llc Venture Capital Fund $2.6M $0 10
Initialized Tp Spv Llc Venture Capital Fund $2.5M $0 8

From Form ADV Section 7.B private fund reporting.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 03/27/2026 5.03 MB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

Not reported.

Custody

Firm reports it does not have custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 27, 2026.

View current Form ADV (SEC/IAPD) ↗