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ADVANCED TECHNOLOGY GROUP

Business and Investment Profile

The ADVANCED TECHNOLOGY GROUP is a privately held investment adviser that advises $636.99mn in regulatory assets under management held in 1 SEC fund types across 2 investment strategies. ADVANCED TECHNOLOGY GROUP is a Private Fund A private fund manager is a manager whose >=75% of total assets under management are in private funds (privately offered pooled vehicles for accredited or qualified investors, generally accessed through placements with higher minimums, restricted eligibility, and negotiated terms) Manager. Assets decreased by 38.05% over the last 5-years.

Regulatory Profile

The Group has been registered with the SEC for 14.35 years and is comprised of 2 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at 3270 ALPINE RD., PORTOLA VALLEY, CALIFORNIA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.

Asset Profile

Their $636.99mn in assets advised are owned by 18 private funds, 0 public funds and BDCs and 0 other accounts. Assets of Pooled Investment Vehicles (Not IC or BDC) clients total $636.99mn or 100% of Total Assets.

Investment Strategy Profile

The Group's top investment strategies include Early Stage and Long/Short Equity, representing 98.32% and 1.68% of total assets, respectively.

Client Profile

They advise Venture Capital Fund fund type.

Service Provider Profile

The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 3 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 6 private funds with $556.03mn in assets.

Fee Profile

The Group does not disclose any type of fee.

Sub-Advisers

ADVANCED TECHNOLOGY GROUP names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.

Full profile: ADVANCED TECHNOLOGY GROUP

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Keywords: Advanced Technology Group, ATV Capital Management, LSV Capital Management, Advanced, ATV, LSV, Technology
Generated 2026-09-12T06:50:09.5591399.  © 2026 Convergence.