Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM
Total Accounts
10Y AUM Change
Private Funds
Private funds reported by New Enterprise Associates
Loading private fund disclosures…
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees
Clients per Employee
10Y Employee Change
Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
Ownership
Reported direct and indirect ownership ranges
Each range applies to a separate reported relationship and should not be added together.
Reported ownership ranges
Highlighted bands show the percentage range reported in Form ADV.
0%25%50%75%100%
NEA MANAGER TC, LLCDirect owner · Schedule AInterest in NEW ENTERPRISE ASSOCIATES
75%+
NEA MANAGER HOLDINGS MF, LLCIndirect owner · Schedule BInterest in NEA MANAGER TC, LLC
75%+
BLUE MOUNTAIN TRUST DATED APRIL 29, 2019Indirect owner · Schedule BInterest in NEA MANAGER HOLDINGS MF, LLC
25% to < 50%
ANTHONY ANGELO FLORENCEIndirect owner · Schedule BInterest in NEA MANAGER HOLDINGS MF, LLC
25% to < 50%
THE MAKHZOUMI FAMILY TRUST DATED FEBRUARY 11, 2016Indirect owner · Schedule BInterest in NEA MANAGER HOLDINGS MF, LLC
25% to < 50%
Bars represent the reported range at that individual ownership step, not an estimated percentage of the advisory firm. Indirect relationships may refer to intermediate entities rather than directly to New Enterprise Associates.
Reported ownership and control details
Form ADV · Filing date 2026-08-26 · Schedules A and B
| # | Owner / person & role | Interest in entity | Reported interest | Control person | Title / status acquired | Source |
|---|---|---|---|---|---|---|
| 1 | ANTHONY ANGELO FLORENCECO-CHIEF EXECUTIVE OFFICERIndividual | NEW ENTERPRISE ASSOCIATES | Less than 5%Code NA | Yes | CO-CHIEF EXECUTIVE OFFICER04/2024 | Schedule APDF page 187 |
| 2 | MOHAMAD HASSAN MAKHZOUMICO-CHIEF EXECUTIVE OFFICERIndividual | NEW ENTERPRISE ASSOCIATES | Less than 5%Code NA | Yes | CO-CHIEF EXECUTIVE OFFICER04/2024 | Schedule APDF page 187 |
| 3 | SCOTT DAVID SANDELLEXECUTIVE CHAIRMAN & CHIEF INVESTMENT OFFICERIndividual | NEW ENTERPRISE ASSOCIATES | Less than 5%Code NA | Yes | EXECUTIVE CHAIRMAN & CHIEF INVESTMENT OFFICER04/2024 | Schedule APDF page 187 |
| 4 | NEA MANAGER TC, LLCSOLE MEMBER OF THE ADVISERDomestic entity | NEW ENTERPRISE ASSOCIATES | 75% or moreCode E | Yes | SOLE MEMBER OF THE ADVISER12/2020 | Schedule APDF page 187 |
| 5 | STEPHANIE SIEGAL BRECHERCHIEF LEGAL OFFICERIndividual | NEW ENTERPRISE ASSOCIATES | Less than 5%Code NA | Yes | CHIEF LEGAL OFFICER04/2024 | Schedule APDF page 187 |
| 6 | Ronald Frank KosarCHIEF FINANCIAL OFFICER, PARTNERSHIP FINANCEIndividual | NEW ENTERPRISE ASSOCIATES | Less than 5%Code NA | Yes | CHIEF FINANCIAL OFFICER, PARTNERSHIP FINANCE06/2023 | Schedule APDF page 187 |
| 7 | Sam D CohenCHIEF FINANCIAL OFFICER, CORPORATE FINANCE AND TAXIndividual | NEW ENTERPRISE ASSOCIATES | Less than 5%Code NA | Yes | CHIEF FINANCIAL OFFICER, CORPORATE FINANCE AND TAX06/2023 | Schedule APDF page 187 |
| 8 | JOHN GARY UTSCHIGCHIEF COMPLIANCE OFFICERIndividual | NEW ENTERPRISE ASSOCIATES | Less than 5%Code NA | Yes | CHIEF COMPLIANCE OFFICER08/2026 | Schedule APDF page 187 |
| 9 | BLUE MOUNTAIN TRUST DATED APRIL 29, 2019MEMBER OF THE MANAGING MEMBER OF THE ADVISERDomestic entity | NEA MANAGER HOLDINGS MF, LLC | 25% to less than 50%Code C | Yes | MEMBER OF THE MANAGING MEMBER OF THE ADVISER01/2025 | Schedule BPDF page 188 |
| 10 | ANTHONY ANGELO FLORENCEMEMBER OF THE MANAGING MEMBER OF THE ADVISERIndividual | NEA MANAGER HOLDINGS MF, LLC | 25% to less than 50%Code C | Yes | MEMBER OF THE MANAGING MEMBER OF THE ADVISER01/2025 | Schedule BPDF page 188 |
| 11 | SCOTT DAVID SANDELLTRUSTEEIndividual | BLUE MOUNTAIN TRUST DATED APRIL 29, 2019 | Percentage not specifiedCode F | Yes | TRUSTEE04/2019 | Schedule BPDF page 188 |
| 12 | NEA MANAGER HOLDINGS MF, LLCMANAGING MEMBERDomestic entity | NEA MANAGER TC, LLC | 75% or moreCode E | Yes | MANAGING MEMBER12/2020 | Schedule BPDF page 188 |
| 13 | MOHAMAD HASSAN MAKHZOUMITRUSTEEIndividual | THE MAKHZOUMI FAMILY TRUST DATED FEBRUARY 11, 2016 | Percentage not specifiedCode F | Yes | TRUSTEE02/2016 | Schedule BPDF page 188 |
| 14 | LOUIS SAMUEL CITRONMEMBER OF THE MANAGING MEMBER OF THE ADVISERIndividual | NEA MANAGER HOLDINGS MF, LLC | Percentage not specifiedCode F | No | MEMBER OF THE MANAGING MEMBER OF THE ADVISER12/2020 | Schedule BPDF page 188 |
| 15 | TIMOTHY MATTHEW SCHALLERMEMBER OF THE MANAGING MEMBER OF THE ADVISERIndividual | NEA MANAGER HOLDINGS MF, LLC | Percentage not specifiedCode F | No | MEMBER OF THE MANAGING MEMBER OF THE ADVISER12/2020 | Schedule BPDF page 188 |
| 16 | THE MAKHZOUMI FAMILY TRUST DATED FEBRUARY 11, 2016MEMBER OF THE MANAGING MEMBER OF THE ADVISERDomestic entity | NEA MANAGER HOLDINGS MF, LLC | 25% to less than 50%Code C | Yes | MEMBER OF THE MANAGING MEMBER OF THE ADVISER01/2025 | Schedule BPDF page 188 |
| 17 | SUZANNE HOOPER KINGTRUSTEEIndividual | SUZANNE KING TRUST DATED JANUARY 30, 2001 | Percentage not specifiedCode F | No | TRUSTEE01/2001 | Schedule BPDF page 188 |
| 18 | SUZANNE KING TRUST DATED JANUARY 30, 2001MEMBER OF THE MANAGING MEMBER OF THE ADVISERDomestic entity | NEA MANAGER HOLDINGS MF, LLC | Percentage not specifiedCode F | No | MEMBER OF THE MANAGING MEMBER OF THE ADVISER12/2020 | Schedule BPDF page 188 |
| 19 | WSH-NIMBUS (S) LLCNON-MANAGING MEMBERDomestic entity | NEA MANAGER TC, LLC | Percentage not specifiedCode F | No | NON-MANAGING MEMBER12/2020 | Schedule BPDF page 188 |
| 20 | DYAL CAPITAL PARTNERS V NIMBUS AGGREGATOR (A) LPNON-MANAGING MEMBERDomestic entity | NEA MANAGER TC, LLC | Percentage not specifiedCode F | No | NON-MANAGING MEMBER12/2020 | Schedule BPDF page 188 |
Less than 5% may include zero. Code F identifies a role without specifying a percentage. Reported interests may overlap and may not include every owner. Total indirect ownership is not calculated.
Compliance & Disclosures
Filing dated 8/26/2026 4:26:28 PM
Responses were selected by the RIA in its filing. Questions are shortened for readability; “you” refers to the reporting firm, and some questions also cover advisory affiliates.
RIA or supervised-person involvementThe RIA reported that none of the events below involve the firm or its supervised persons.RIA responseNo
AFelonies2 No
In the past ten years, have you or any advisory affiliate:
- A1Been convicted of or pleaded guilty or no contest to a felony?No
- A2Been charged with a felony?No
BMisdemeanors2 No
In the past ten years, have you or any advisory affiliate:
- B1Been convicted of or pleaded guilty or no contest to a misdemeanor involving investments, an investment-related business, fraud, false statements or omissions, wrongful taking of property, bribery, perjury, forgery, counterfeiting, or extortion?No
- B2Been charged with a misdemeanor of the kind listed above?No
CSEC or CFTC actions5 No
Has the SEC or CFTC ever:
- C1Found you or an advisory affiliate made a false statement or omission?No
- C2Found you or an advisory affiliate violated SEC or CFTC regulations or statutes?No
- C3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
- C4Entered an order against you or an advisory affiliate in connection with investment-related activity?No
- C5Imposed a civil money penalty on you or an advisory affiliate, or ordered you or an advisory affiliate to cease and desist from any activity?No
DOther regulatory actions5 No
Has any other federal regulatory agency, state regulatory agency, or foreign financial regulatory authority ever:
- D1Found you or an advisory affiliate made a false statement or omission, or was dishonest, unfair, or unethical?No
- D2Found you or an advisory affiliate violated investment-related regulations or statutes?No
- D3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
- D4In the past ten years, entered an order against you or an advisory affiliate in connection with investment-related activity?No
- D5Denied, suspended, or revoked your or an advisory affiliate’s registration or license, or otherwise prevented association with an investment-related business or restricted activities?No
ESelf-regulatory organization actions4 No
Has a self-regulatory organization or commodities exchange ever:
- E1Found you or an advisory affiliate made a false statement or omission?No
- E2Found you or an advisory affiliate violated its rules, other than a violation designated as a minor rule violation under an SEC-approved plan?No
- E3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
- E4Disciplined you or an advisory affiliate by expulsion, suspension, barring association with other members, or otherwise restricting activities?No
FProfessional authorizations1 No
- FHas an authorization to act as an attorney, accountant, or federal contractor granted to you or an advisory affiliate ever been revoked or suspended?No
GPending regulatory proceedings1 No
- GAre you or any advisory affiliate now the subject of a regulatory proceeding that could result in a “Yes” answer to any part of C, D, or E?No
HCivil judicial actions and proceedings4 No
(1) Court actions
Has a domestic or foreign court:
- H(1)(a)In the past ten years, enjoined you or an advisory affiliate in connection with investment-related activity?No
- H(1)(b)Found that you or an advisory affiliate violated investment-related statutes or regulations?No
- H(1)(c)Dismissed, pursuant to a settlement agreement, an investment-related civil action brought against you or an advisory affiliate by a state or foreign financial regulatory authority?No
(2) Pending civil proceedings
- H(2)Are you or any advisory affiliate now the subject of a civil proceeding that could result in a “Yes” answer to any part of H(1)?No
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.