AUMdb
PV

Pop Venture Advisers Llc

SEC-registered Investment Adviser CRD 330069 · SEC file 801-135145 ·
☆ Save with Pro ADV data as of Jan 08, 2026
Regulatory AUM
Discretionary
Clients
1
Avg AUM / client
Accounts
Employees
1

AUM over time

$0 $100K
Dec 2023 Jul 2025

Annual snapshots from Form ADV filings · as of Jan 08, 2026

Who they serve

Client typeClientsAUM% of AUM
Investment companies 1 $0

People (2)

NameRole / titleCredentialsWith firm sinceOwnership
Loftus, Nicole, Providence Managing Member And Principal Jan 2024 (3y) ≈ 56.25% – 100% via Pop Venture Enterprises, Inc.
Dumont, Susan, Elizabeth Chief Compliance Officer Mar 2024 (2y) Less than 5%

Entity owners (Schedule A/B)

EntityTitle / statusSinceSch.Ownership
Pop Venture Enterprises, Inc. Shareholder Mar 2024 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):

  • Loftus, Nicole, Providence: 75% – 100% of Pop Venture Enterprises, Inc. × 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.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 01/08/2026 972 KB 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

  • Percentage of assets under management

Services

  • Portfolio management for investment companies

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: Jan 08, 2026.

View current Form ADV (SEC/IAPD) ↗