Homestake Venture Partners Llc
State-registered
Private Fund Manager · Boutique (under $100M)
CRD 288161
·
· HOMESTAKEVENTUREPARTNERS.COM
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ADV data as of Mar 13, 2026
- Regulatory AUM
- $2.9M
- Discretionary
- $0
- Clients
- 9
- Avg AUM / client
- $327K
- Accounts
- 9
- Employees
- 3
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 9 | $2.9M | 100.0% |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| William Morrow Stoddart | Registered representative | Nov 2017 (9y) | ||
| Wesley James Shifrin | Registered representative | CFA | Jan 2018 (9y) |
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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/13/2026 | 2.49 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
- • Performance-based fees
- • Other fees
- • INVOICE INCURRED MANAGEMENT EXPENSES
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having 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 13, 2026.
View current Form ADV (SEC/IAPD) ↗