{"url":"https://nivawealth.com/firms/nea-management-161004","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/161004","regulatoryAum":35582968154,"crd":"161004","secFileNumber":"801-127227","legalName":"Nea Management Company, LLC","displayName":"Nea Management","website":null,"linkedinUrl":"https://www.linkedin.com/company/new-enterprise-associates","founded":null,"organization":"Delaware limited liability company","fiscalYearEnd":"December","headquarters":{"street":"2855 Sand Hill Road","city":"Menlo Park","state":"CA","stateName":"California","country":"United States","postalCode":"94025"},"tradeNames":[],"registration":{"secApproved":"30 January 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Partnership Finance","crd":"7895724"},{"name":"John Utschig","title":"Chief Compliance Officer","crd":"2526045"},{"name":"Stephanie Brecher","title":"Chief Legal Officer","crd":"6471204"},{"name":"Scott Sandell","title":"Executive Chairman & Chief Investment Officer","crd":"6037953"}],"ownership":[{"label":"Nea Manager TC, LLC","detail":"Sole member of the adviser in the 75% or more ownership band and a control person, since December 2020."},{"label":"Blue Mountain Trust Dated April 29, 2019","detail":"Indirect owner: a member of the managing member of the adviser of Nea Manager Holdings MF, LLC in the 25% to 50% band and a control person, since January 2025.","parent":"Nea Manager Holdings MF, LLC"},{"label":"Anthony Florence","detail":"Indirect owner: a member of the managing member of the adviser of Nea Manager Holdings MF, LLC in the 25% to 50% band and a control person, since January 2025.","parent":"Nea Manager Holdings MF, LLC"},{"label":"Scott Sandell","detail":"Indirect owner: trustee of Blue Mountain Trust Dated April 29, 2019 and a control person, since April 2019.","parent":"Blue Mountain Trust Dated April 29, 2019"},{"label":"Nea Manager Holdings MF, LLC","detail":"Indirect owner: a managing member of Nea Manager TC, LLC in the 75% or more band and a control person, since December 2020.","parent":"Nea Manager TC, LLC"},{"label":"Mohamad Makhzoumi","detail":"Indirect owner: trustee of The Makhzoumi Family Trust Dated February 11, 2016 and a control person, since February 2016.","parent":"The Makhzoumi Family Trust Dated February 11, 2016"},{"label":"Louis Citron","detail":"Indirect owner: member of the managing member of the adviser of Nea Manager Holdings MF, LLC, since December 2020.","parent":"Nea Manager Holdings MF, LLC"},{"label":"Timothy Schaller","detail":"Indirect owner: member of the managing member of the adviser of Nea Manager Holdings MF, LLC, since December 2020.","parent":"Nea Manager Holdings MF, LLC"},{"label":"The Makhzoumi Family Trust Dated February 11, 2016","detail":"Indirect owner: a member of the managing member of the adviser of Nea Manager Holdings MF, LLC in the 25% to 50% band and a control person, since January 2025.","parent":"Nea Manager Holdings MF, LLC"},{"label":"Suzanne King","detail":"Indirect owner: trustee of Suzanne King Trust Dated January 30, 2001, since January 2001.","parent":"Suzanne King Trust Dated January 30, 2001"},{"label":"Suzanne King Trust Dated January 30, 2001","detail":"Indirect owner: member of the managing member of the adviser of Nea Manager Holdings MF, LLC, since December 2020.","parent":"Nea Manager Holdings MF, LLC"},{"label":"WSH-Nimbus (S) LLC","detail":"Indirect owner: non-managing member of Nea Manager TC, LLC, since December 2020.","parent":"Nea Manager TC, LLC"},{"label":"Dyal Capital Partners V Nimbus Aggregator (a) LP","detail":"Indirect owner: non-managing member of Nea Manager TC, LLC, since December 2020.","parent":"Nea Manager TC, LLC"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":5,"privateResidences":0},"listedOfficeAddresses":5,"officesByState":[{"state":"California","offices":2,"addresses":[{"street":"2855 Sand Hill Road","city":"Menlo Park","headquarters":true},{"street":"215 2nd Street","city":"San Francisco"}]},{"state":"Florida","offices":1,"addresses":[{"street":"313 1/2 Worth Avenue","city":"Palm Beach"}]},{"state":"Maryland","offices":1,"addresses":[{"street":"1954 Greenspring Drive","city":"Timonium"}]},{"state":"New York","offices":1,"addresses":[{"street":"104 5th Avenue","city":"New York"}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"650-854-9499","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Performance-based fees"],"activities":["Portfolio management for pooled investment vehicles (other than investment companies)"],"financialPlanningClients":"0","assetMix":[],"privateFunds":27},"sources":{"adv1FilingDate":"26 August 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/161004/PDF/161004.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Nea Management have?","answer":"Nea Management has 27 clients and manages $35.6 billion for them, as of August 2026.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 26 August 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Nea Management offer?","answer":"Nea Management provides portfolio management for pooled vehicles.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How many financial advisors does Nea Management have?","answer":"Nea Management has 0 investment adviser representatives registered with state securities authorities, out of 113 employees, and 51 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Nea Management?","answer":"Nea Management is owned through a chain of holding companies by Anthony Florence. Its direct owner is Nea Manager TC, LLC (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 26 August 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Nea Management get paid?","answer":"Nea Management is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}}],"holdings":{"url":"https://nivawealth.com/firms/nea-management-161004/holdings","form":"13F-HR","periodOfReport":"2026-06-30","filedOn":"2026-08-14","filingIndexUrl":"https://www.sec.gov/Archives/edgar/data/1512848/000107261326000684/0001072613-26-000684-index.html","totalValue":1587937058,"positionCount":26,"top10Share":0.89821462873121,"top10":[{"issuer":"Trevi Therapeutics, Inc.","titleOfClass":"COM","cusip":"89532M101","value":246594552,"shares":13222228,"shareType":"SH","priorValue":157741180,"priorShares":13222228},{"issuer":"MBX Biosciences, Inc.","titleOfClass":"COM","cusip":"55287L101","value":199519627,"shares":3614486,"shareType":"SH","priorValue":107892407,"priorShares":3614486},{"issuer":"Monte Rosa Therapeutics, 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Facts as filed; not a rating, ranking, or recommendation. Niva Wealth is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}