Private fund adviser · Hauppauge, NY
HLV Ventures
SEC-registered investment adviser · CRD 332979 · SEC 801-134042
At a glance
HLV Ventures is an SEC-registered investment adviser based in Hauppauge, New York, with $75 million in regulatory assets under management as of its Form ADV filed June 2, 2026. Its largest client group by assets is pooled investment vehicles. By Form ADV it is a private fund adviser, ranked 4,532nd of 4,686 private fund advisers and 15,672nd of 17,210 SEC-registered advisers by assets.
Main office 631-780-3286hlvventures.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $75M
- Rank among private fund advisers
- #4,532 of 4,686
- Rank among all SEC RIAs
- #15,672 of 17,210
- Rank in New York
- #2,264 of 2,591
- Clients
- 10
- Accounts
- 10
- Discretionary
- 100% of AUM
- Employees
- 12
- Advisory staff
- 12
- Offices
- 1
Owners and executives on its Form ADV
- Michael C. VenturinoManaging Member
- Matthew K. HaneyChief Compliance Officer
Custody and brokerage
Custodian
HLV Ventures’s Form ADV lists no custodian for separately managed accounts. Firms report one only when they manage $10 million or more in those accounts.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Pooled investment vehicles | 10 | $75M | 100% |
Private funds
HLV Ventures reports 10 private funds with $75M in gross assets: private equity funds (Form ADV Item 7.B).
Disciplinary disclosures
HLV Ventures answers yes to 2 disclosure items in Item 11 of Form ADV (criminal, regulatory or civil matters involving the firm or its advisory affiliates). Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for pooled investment vehicles
How it’s paid
- A percentage of assets under management
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗hlvventures.com ↗
AtlasMembers
The full record on HLV Ventures
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 1 years of filings
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- Growth over one, three and five years
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- Rank against 694 peers of its type and size
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- Owners and executives, with titles and stakes
- 2 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
- 3Locked
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Background
Questions
How much does HLV Ventures manage?
HLV Ventures reports $75 million in regulatory assets under management across 10 accounts, 100% of it on a discretionary basis, on its Form ADV filed June 2, 2026.
What kind of firm is HLV Ventures?
HLV Ventures is a private fund adviser by its Form ADV answers. Private funds are at least half of its business by assets.
Who are HLV Ventures’s clients?
By assets, its largest client types are pooled investment vehicles ($75 million, 10 clients).
Does HLV Ventures manage private funds?
Yes. It reports 10 private funds with $75 million in gross assets, including private equity funds.
Does HLV Ventures have any disciplinary history?
HLV Ventures answers yes to 2 disclosure items in Item 11 of Form ADV, which covers criminal, regulatory and civil matters involving the firm or its advisory affiliates. The details are on the SEC’s adviser search.
Where these numbers come from
Every figure is HLV Ventures’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-06-02), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →