NEW LEAF VENTURE PARTNERS

RIASEC RegisteredEst. 2015
Total AUM
$408M
Discretionary
$408M
100% of AUM
Avg account
$45.4M
Accounts
9
Employees
4
Advisory reps
3

Firm details

Headquarters
New York, New York
CRD number
163897
Registered since
January 15, 2015
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

New Leaf Venture Partners is a venture capital manager that operates as a limited liability company and focuses on institutional investors through pooled investment vehicles. The firm serves as sponsor and general partner for its funds, taking an active role in sourcing and managing private company investments and private placements. Its advisory mandate centers on portfolio management for pooled vehicles rather than one-off advisory mandates, and compensation combines a percentage-of-assets management fee with performance‑based fees. The firm is not positioned as an ESG investor and does not present itself as a multi-state adviser. Public-equity exposure is modest relative to its private activity; disclosed 13F positions suggest holdings in a small number of publicly traded names, which are likely carry‑throughs or follow-on stakes from prior venture investments. As an LLC formed and registered in 2015, New Leaf structures its strategies around venture capital funds and concentrated private-company positions rather than broad public-market strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • CRAIG SLUTZKIN

    Chief Operating Officer & Chief Financial OfficerCRD 4578555

Contacts

2 of 2
  • RONALD HUNT

    Managing DirectorCRD 6050915

  • VIJAY LATHI

    Managing DirectorCRD 3035344

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
156 5th Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth