INSTITUTIONAL VENTURE MANAGEMENT XIV, LLC

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Institutional Venture Management Xiv is based out of Menlo Park. Institutional Venture Management Xiv is a registered investment advisory firm with discretionary assets under management (AUM) of $0 (Form ADV from 2019-03-26). Their last reported 13F filing for Q4 2019 included $199,302,000 in managed 13F securities and a top 10 holdings concentration of 100.0%. Institutional Venture Management Xiv's largest holding is Oportun Financial Corp with shares held of 3,848,691. Whalewisdom has at least 17 13F filings, and 2 Form 4 filings

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12/31/2019

Top Buys

  • Name% Change

12/31/2019

13F Sector Allocation Over Time

12/31/2019

13F Activity

  • Market Value $199.302 Million
  • Prior Market Value $198.826 Million
  • New Purchases0 stocks
  • Additional Purchases0 stocks
  • Sold out of1 stock
  • Reduced holdings in1 stock
  • Top 10 Holdings % 100.00 %
  • Turnover % [1]:25.00%
  • Turnover Alt % [2]: 12.94 %
  • Time Held Top20:3.25 quarters
  • Time Held Top10:3.25 quarters
  • Time Held All:3.25 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2020-02-14

Performance for Q4 2019: 12.69%
Performance Last 4 Quarters: -23.71%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required

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INSTITUTIONAL VENTURE MANAGEMENT XIV, LLC
Classified as Hedge Fund
3000 SAND HILL ROAD BLDG. 2, STE. 250
MENLO PARK CA    94025
Country: United States

Business Phone: 650-854-0132
Fax: 650-854-2009
Professional Investment Advisor Data
SEC Registration as :
Form of Organization: Limited Liability Company
Organized in: DE
Number of employees:
Other Business Activities:
Advisor Fees/Compensation:
Amount of client funds and securities:
Total Number of Clients: 0
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

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