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Institutional Venture Management Xvi, LLC: investment adviser
Institutional Venture Management Xvi, LLC is an investment adviser registered with the SEC (file 802-112211, CRD 290647). What it reports on Form ADV: assets and clients, fees, owners, disciplinary history and its client brochure. From the SEC's Investment Adviser Public Disclosure site; read Oct 21, 2026.
- Assets managed
- –
- Discretionary
- –
- Accounts
- –
- Employees
- –
- In advisory roles
- –
- Disclosures
- 0
Company page · SEC adviser record · Full Form ADV (PDF)
The firm reports no custody of client cash or securities.
Form ADV Part 1A, Item 5, as filed on the SEC Investment Adviser Public Disclosure site; read Oct 21, 2026.
Who owns it
Schedule A lists direct owners of 5% or more (and officers who own a stake); Schedule B lists the owners of those owners.
Direct owners (Schedule A)
| Owner | Type | Role | Stake | Since | Control | Public company |
|---|---|---|---|---|---|---|
| Todd Clayton Chaffee | Person | Managing | B 10% to 25% | Sep 2017 | Yes | |
| Somesh Dash | Person | Managing | B 10% to 25% | Sep 2017 | Yes | |
| Dennis B. Phelps, Jr. Revocable Trust | Company (U.S.) | Member | B 10% to 25% | Sep 2017 | ||
| Green Coconuts Revocable Trust | Company (U.S.) | Member | B 10% to 25% | Jul 2021 | ||
| Harrick Min Investments LP | Company (U.S.) | Member | B 10% to 25% | Sep 2017 | ||
| J. Sanford Miller 2005 Trust | Company (U.S.) | Member | B 10% to 25% | Jan 2018 | ||
| Jules Maltz and Kelly Greenwood Family Trust | Company (U.S.) | Member | B 10% to 25% | Jul 2018 | ||
| Eric Liaw | Person | Managing | B 10% to 25% | Sep 2017 | Yes | |
| Jules Andrew Maltz | Person | Managing | B 10% to 25% | Sep 2017 | Yes |
Indirect owners (Schedule B)
| Owner | Owns a stake in | Type | Stake | Control | Public company |
|---|---|---|---|---|---|
| Eric Liaw/Amy C.Liaw | Green Coconuts Revocable Trust | Person | F General partner, trustee or managing member | ||
| Jules Maltz/Kelly Greenwood | Jules Maltz and Kelly Greenwood Family Trust | Person | F General partner, trustee or managing member | ||
| Dennis Brian Phelps | Dennis B. Phelps, Jr. Revocable Trust | Person | F General partner, trustee or managing member | ||
| Stephen J. Harrick/Jennifer U. | 2005 Harrick Min | Person | F General partner, trustee or managing member | ||
| 2005 Harrick Min Family Trust | Harrick Min Investments LP Partner | Company (U.S.) | E 75% or more |
Form ADV reports ownership in bands, not exact stakes: A means 5% to 10%, B 10% to 25%, C 25% to 50%, D 50% to 75%, E 75% or more. F marks a general partner, trustee or managing member, a role that controls the firm without a percentage. Owners of less than 5% are not listed.
Form ADV Schedules A and B, via the SEC Investment Adviser Public Disclosure site.
Disciplinary history
The firm answered No to every disciplinary question on Form ADV (Item 11).
The brochure
No brochure text was read for this firm.
Form ADV Part 2A, via the SEC Investment Adviser Public Disclosure site.