New Enterprise Associates

RIASEC RegisteredEst. 2023
Total AUM
$35.6B
Discretionary
$35.6B
100% of AUM
Avg account
$1.3B
Accounts
27
Employees
113
Advisory reps
7

Firm details

Headquarters
Menlo Park, California
CRD number
161004
Registered since
January 30, 2023
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

New Enterprise Associates operates as a privately held LLC that functions primarily as a venture and private equity fund manager. The firm is registered with the SEC (2023) and serves an institutional client base. Its business model combines percentage-of-assets management fees with performance-based fees, and it also performs activities consistent with a commodity pool operator/commodity trading advisor and serves as portfolio manager for pooled investment vehicles. The firm identifies as an active ESG investor and acts in sponsor and GP/manager capacities for pooled investment vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 5
  • Anthony Florence

    Anthony Florence

    Co-ceoCRD 2323134

  • Stephanie Brecher

    Stephanie Brecher

    Chief Legal OfficerCRD 6471204

  • Mohamad Makhzoumi

    Mohamad Makhzoumi

    Co-ceoCRD 4432441

Unlock 2 more executives

Contacts

2 of 2
  • Scott Sandell

    Scott Sandell

    Executive ChairmanCRD 6037953

  • John Utschig

    CRD 2526045

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Menlo Park, CA

San Mateo

Location

Menlo Park, CA

Headquartered in Menlo Park, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
San Mateo
Address
2855 Sand Hill Rd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth