Millennium Tvp Management Co., Llc
- Regulatory AUM
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- Discretionary
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- Clients
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- Avg AUM / client
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- Accounts
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- Employees
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AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 31, 2026
Private funds (6)
Reported in Form ADV Section 7.B.(1), filing of Jun 2024 · $195M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Millennium Technology Value Partners Ii, L.P. | Private Equity Fund | Delaware | $116M | 65 |
| Millennium Technology Value Partners Ii A, L.P. | Private Equity Fund | Cayman Islands | $51.6M | 20 |
| Millennium New Horizons (Di), Llc | Venture Capital Fund | Delaware | $17.1M | 11 |
| Millennium Nws Holdings (Deep Instinct), Llc | Venture Capital Fund | Delaware | $8.2M | 2 |
| Millennium Technology Value Partners (Rcm), L.P. | Private Equity Fund | Delaware | $1.0M | 2 |
| Millennium Technology Value Partners, L.P. | Private Equity Fund | Delaware | $986K | 43 |
People (3)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Burstein, Daniel, L. | Managing Partner | Dec 2004 (22y) | Less than 5% | |
| Schwerin, Samuel, Lawrence | Managing Partner | Dec 2004 (22y) | ≈ 56.25% – 100% via Tvp, Lp | |
| Glass, Jonathan, Steven | Chief Compliance Officer / Chief Financial Officer | May 2008 (18y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Tvp, Lp | Owner | Dec 2004 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Schwerin, Samuel, Lawrence: 75% – 100% of Tvp, Lp × 75% – 100% direct ≈ 56.25% – 100% of the firm
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 (6, $195M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Millennium Technology Value Partners Ii, L.P. | Private Equity Fund | $116M | $100K | 65 |
| Millennium Technology Value Partners Ii A, L.P. | Private Equity Fund | $51.6M | $100K | 20 |
| Millennium New Horizons (Di), Llc | Venture Capital Fund | $17.1M | $25.0K | 11 |
| Millennium Nws Holdings (Deep Instinct), Llc | Venture Capital Fund | $8.2M | $1.0M | 2 |
| Millennium Technology Value Partners (Rcm), L.P. | Private Equity Fund | $1.0M | $100K | 2 |
| Millennium Technology Value Partners, L.P. | Private Equity Fund | $986K | $100K | 43 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 1.25 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
Not reported.
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) ↗