Ugvp Management, Llc
- Regulatory AUM
- $635M
- Discretionary
- $334M
- Clients
- 11
- Avg AUM / client
- $57.7M
- Accounts
- 11
- Employees
- 2
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 11 | $635M | 100.0% |
Private funds (8)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $499M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Union Grove Partners Venture Access Fund Ii B, Lp | Venture Capital Fund | Delaware | $173M | 2 |
| Union Grove Partners Venture Access Fund, Lp | Venture Capital Fund | Delaware | $150M | 5 |
| Union Grove Partners Venture Access Fund Ii, Lp | Venture Capital Fund | Delaware | $109M | 8 |
| Union Grove Partners 2021, Lp | Venture Capital Fund | Delaware | $53.7M | 26 |
| Union Grove Partners Direct Venture Fund, Lp | Venture Capital Fund | Delaware | $7.6M | 6 |
| Union Grove Holdings Ii, Llc | Venture Capital Fund | Delaware | $3.8M | 14 |
| Union Grove Pm Holdings Llc | Venture Capital Fund | Delaware | $1.2M | 4 |
| Union Grove Holdings Iii, Llc | Venture Capital Fund | Delaware | $931K | 4 |
People (2)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Bohlen, Gregory, Harper | Managing Member | Mar 2014 (12y) | 25% – 50% | |
| Cairns, Patrick, Andrew | Managing Member And Chief Compliance Officer | Mar 2014 (12y) | 25% – 50% |
Undisclosed: 0% – 50% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (8, $499M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Union Grove Partners Venture Access Fund Ii B, Lp | Venture Capital Fund | $173M | $100M | 2 |
| Union Grove Partners Venture Access Fund, Lp | Venture Capital Fund | $150M | $1.0M | 5 |
| Union Grove Partners Venture Access Fund Ii, Lp | Venture Capital Fund | $109M | $1.0M | 8 |
| Union Grove Partners 2021, Lp | Venture Capital Fund | $53.7M | $1.0M | 26 |
| Union Grove Partners Direct Venture Fund, Lp | Venture Capital Fund | $7.6M | $1.0M | 6 |
| Union Grove Holdings Ii, Llc | Venture Capital Fund | $3.8M | $20.0K | 14 |
| Union Grove Pm Holdings Llc | Venture Capital Fund | $1.2M | $100K | 4 |
| Union Grove Holdings Iii, Llc | Venture Capital Fund | $931K | $50.0K | 4 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 2.84 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
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
- • Selection of other advisers
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 31, 2026.
View current Form ADV (SEC/IAPD) ↗