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 limited liability company that functions primarily as a venture capital and private equity manager while also describing itself as a multifaceted fund manager. Its client base is institutional, and its fee model combines percentage-of-assets and performance-based fees. The firm lists activities that include roles as a commodity pool operator/commodity trading advisor (CPO/CTA) and portfolio management for pooled investment vehicles, and it identifies industry affiliations that include acting as an investment adviser and sponsor, general partner, and managing member of pooled funds. New Enterprise Associates also identifies itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 6
  • Anthony Florence

    Anthony Florence

    Co-ceoCRD 2323134

  • Ronald Kosar

    Chief Financial OfficerCRD 7895724

  • Stephanie Brecher

    Stephanie Brecher

    Chief Legal OfficerCRD 6471204

Unlock 3 more executives

Contacts

1 of 1
  • Scott Sandell

    Scott Sandell

    Executive ChairmanCRD 6037953

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