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Adviser Profile

As of Date 03/29/2024
Adviser Type - Large advisory firm
Number of Employees 8
of those in investment advisory functions 5
Registration SEC, Approved, 3/30/2012
AUM* 294,571,753 -19.67%
of that, discretionary 294,571,753 -19.67%
Private Fund GAV* 278,697,230 -35.33%
Avg Account Size 9,502,315 -22.26%
SMA’s No
Private Funds 31 1
Contact Info 248 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Recent News

Reported AUM

Discretionary
Non-discretionary
1B 904M 754M 603M 452M 301M 151M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count12 GAV$17,090,098
Fund TypeVenture Capital Fund Count18 GAV$253,484,663
Fund TypeOther Private Fund Count1 GAV$8,122,469

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Brochure Summary

Overview

Rizvi Traverse’s Business Rizvi Traverse is a limited liability company formed in Delaware in September 2004. The Company is equally owned by Rizvi Interest, Inc. and Traverse Capital Partners LLC, which in turn are wholly owned by Messrs. Suhail Rizvi and John Giampetroni, respectively (the “Principals”). The following Delaware limited liability companies are controlled by or under common control with Rizvi Traverse Management LLC and provide advisory services to certain “Funds” and “SPVs” (as defined below) as relying advisers of Rizvi Traverse Management LLC: Rizvi Traverse Management II LLC, Rizvi Traverse Management III, LLC, Rizvi Traverse GP II, LLC, Rizvi Traverse GP III, LLC, RTLC Management, LLC, RTLC Management VI, LLC, Rizvi Traverse CI GP, LLC, Rizvi Traverse CI Manager, LLC, Rizvi Traverse CI Holder, LLC, RTM- ICON, LLC and RT-SQ Management, LLC (the “Relying Advisers”). The terms “Rizvi Traverse” and the “Company” are used in this Brochure to refer to Rizvi Traverse Management LLC and its Relying Advisers. Rizvi Traverse provides discretionary investment advisory services to private equity funds (the “Funds”), a fund-of-funds (the “Fund-of-Funds”) and various special purpose vehicles (“SPVs” and, collectively with the Funds and Fund-of-Funds, “Clients”), with a focus on value-oriented investments in opportunistic situations, venture capital investments in privately held seed, early- stage and growth-oriented companies
and investments in venture capital funds. The Company provides advice to Clients based on the investment objectives and strategies outlined in each Client’s partnership or operating agreement. The Company also provides certain non-investment- related management and operational services for the Clients and their general partners or managers, which services include legal and compliance and certain fund or SPV administration services (e.g., bookkeeping, tax, accounting, audit and certain investor reporting services). Investment advice is not provided to the investors (e.g., limited partners or members) in the Clients (“Investors”). Investors should carefully review the applicable Client’s relevant organizational documents, including the limited partnership agreement or operating agreement, investment management agreement, private placement memorandum, subscription agreements or similar documents, as applicable (each, a “Client Document” and collectively, the “Client Documents”) before making an investment, as the terms set forth therein will govern the applicable Client. Rizvi Traverse does not participate in wrap fee programs. Regulatory Assets Under Management As of December 31, 2023, Rizvi Traverse managed $294,571,753 in assets on a discretionary basis and $0 on a non-discretionary basis (and therefore the amount of its regulatory assets under management (“RAUM”) as of December 31, 2023 was $294,571,753).