SHEA VENTURES MANAGEMENT, LLC

Legal name: SHEA VENTURES

CRD #163320 SEC #802-76036 WALNUT, CA 909-594-9500

State Registered Exempt Reporting Private Funds

Total AUM

Discretionary

Employees

Clients

Accounts

Firm Details

Organization Type: --
State of Formation: --
Fiscal Year End: --
Registration Date: --
Latest Filing: Feb 10, 2017
Branch Offices: --

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
SHEA VENTURES, LLC	DE	MEMBER - SHEA VENTURES MANAGEMENT, LLC; SVO GP, LP; SVO GP, LLC; SVO A-II GP, LLC	D	Control
SHEA VENTURES, LLC	DE	MEMBER - SHEA VENTURES MANAGEMENT, LLC;SVO GP, LP;SVO GP, LLC;SVO CO-INVEST AGP,LLC;SVO II GP, LLC;SVO II GP, LP; SVO A-II GP, L	D	Control
SHEA VENTURES, LLC	DE	MEMBER, SHEA VENTURES MANAGEMENT, LLC; SVO GP, LLC; SVO CO-INVEST A GP,LLC; SVO II GP, LLC; SVO A-II GP, LLC	C	Control
SHEA VENTURES, LLC	DE	MEMBER, SHEA VENTURES MANAGEMENT, LLC; SVO GP, LLC; SVO CO-INVEST A GP,LLC; SVO II GP, LLC; SVO A-II GP, LLC	C	Control
SHEA VENTURES, LLC	DE	MEMBER, SHEA VENTURES MANAGEMENT, LLC; SVO GP, LLC; SVO CO-INVEST A GP,LLC; SVO II GP, LLC; SVO A-II GP, LLC	C	Control
SHEA VENTURES, LLC	DE	MEMBER, SHEA VENTURES MANAGEMENT, LLC; SVO GP, LLC; SVO CO-INVEST A GP,LLC; SVO II GP, LLC; SVO A-II GP, LLC	C	Control
SHEA VENTURES, LLC	DE	MEMBER, SHEA VENTURES MANAGEMENT, LLC; SVO GP, LLC; SVO CO-INVEST A GP,LLC; SVO II GP, LLC; SVO A-II GP, LLC	C	Control
DUNLAP, KEVIN	I	MANAGING MEMBER - SHEA VENTURES MANAGEMENT, LLC; SVO GP, LP; SVO GP, LLC; SVO A-II GP, LLC	B	Control
DUNLAP, KEVIN, ERIC	I	MANAGING MEMBER, SHEA VENTURES MANAGEMENT, LLC; SVO GP, LLC; SVO CO-INVEST A GP, LLC;SVO II GP, LLC; SVO A-II GP, LLC	B	Control
DUNLAP, KEVIN, ERIC	I	MANAGING MEMBER, SHEA VENTURES MANAGEMENT, LLC; SVO GP, LLC; SVO CO-INVEST A GP, LLC;SVO II GP, LLC; SVO A-II GP, LLC	B	Control
DUNLAP, KEVIN, ERIC	I	MANAGING MEMBER - SHEA VENTURES MANAGEMENT, LLC;SVO GP, LP;SVO GP, LLC;SVO CO-INVEST AGP,LLC;SVO II GP, LLC;SVO II GP, LP; SVO A	B	Control
DUNLAP, KEVIN, ERIC	I	MANAGING MEMBER, SHEA VENTURES MANAGEMENT, LLC; SVO GP, LLC; SVO CO-INVEST A GP, LLC;SVO II GP, LLC; SVO A-II GP, LLC	B	Control
DUNLAP, KEVIN, ERIC	I	MANAGING MEMBER, SHEA VENTURES MANAGEMENT, LLC; SVO GP, LLC; SVO CO-INVEST A GP, LLC;SVO II GP, LLC; SVO A-II GP, LLC	B	Control
DUNLAP, KEVIN, ERIC	I	MANAGING MEMBER, SHEA VENTURES MANAGEMENT, LLC; SVO GP, LLC; SVO CO-INVEST A GP, LLC;SVO II GP, LLC; SVO A-II GP, LLC	B	Control
SCHOETTLER, JASON	I	MANAGING MEMBER - SHEA VENTURES MANAGEMENT, LLC; SVO GP, LP; SVO GP, LLC; SVO A-II GP, LLC	B	Control
SCHOETTLER, JASON, MICHAEL	I	MANAGING MEMBER, SHEA VENTURES MANAGEMENT, LLC; SVO GP, LLC; SVO CO-INVEST A GP, LLC; SVO II GP, LLC; SVO A-II GP, LLC	B	Control
SCHOETTLER, JASON, MICHAEL	I	MANAGING MEMBER, SHEA VENTURES MANAGEMENT, LLC; SVO GP, LLC; SVO CO-INVEST A GP, LLC; SVO II GP, LLC; SVO A-II GP, LLC	B	Control
SCHOETTLER, JASON, MICHAEL	I	MANAGING MEMBER - SHEA VENTURES MANAGEMENT, LLC;SVO GP, LP;SVO GP, LLC;SVO CO-INVEST AGP,LLC;SVO II GP, LLC;SVO II GP, LP; SVO A	B	Control
SCHOETTLER, JASON, MICHAEL	I	MANAGING MEMBER, SHEA VENTURES MANAGEMENT, LLC; SVO GP, LLC; SVO CO-INVEST A GP, LLC; SVO II GP, LLC; SVO A-II GP, LLC	B	Control
SCHOETTLER, JASON, MICHAEL	I	MANAGING MEMBER, SHEA VENTURES MANAGEMENT, LLC; SVO GP, LLC; SVO CO-INVEST A GP, LLC; SVO II GP, LLC; SVO A-II GP, LLC	B	Control
SCHOETTLER, JASON, MICHAEL	I	MANAGING MEMBER, SHEA VENTURES MANAGEMENT, LLC; SVO GP, LLC; SVO CO-INVEST A GP, LLC; SVO II GP, LLC; SVO A-II GP, LLC	B	Control
TOYOPA PARTNERS, LP	DE	MEMBER, SVO GP, LLC; SVO CO-INVEST A GP, LLC; SVO II GP, LLC; SVO A-II GP, LLC	B
TOYOPA PARTNERS, LP	DE	MEMBER, SVO GP, LLC; SVO CO-INVEST A GP, LLC; SVO II GP, LLC; SVO A-II GP, LLC	B
TOYOPA PARTNERS, LP	DE	MEMBER, SVO GP, LLC; SVO CO-INVEST A GP, LLC; SVO II GP, LLC; SVO A-II GP, LLC	B

Indirect Owners (Schedule B)

Name	Type	Entity	Ownership	Control
MORRISSEY, JOHN, CARROLL	I	SHEA VENTURES, LLC	F	Control
MORRISSEY, JOHN, CARROLL	I	SHEA VENTURES, LLC	F	Control
COLLEEN M. SHEA TRUST	DE	TOYOPA PARTNERS, LP	C	Control
COLLEEN M. SHEA TRUST	DE	TOYOPA PARTNERS, LP	C	Control
COLLEEN M. SHEA TRUST	DE	TOYOPA PARTNERS, LP	C	Control
E&M SHEA REVOCABLE TRUST	DE	SHEA DIVERSIFIED INVESTMENTS, INC.	C	Control
E&M SHEA REVOCABLE TRUST	DE	SHEA DIVERSIFIED INVESTMENTS, INC.	C	Control
JOHN F. SHEA FAMILY TRUST	DE	SHEA DIVERSIFIED INVESTMENTS, INC.	C	Control
JOHN F. SHEA FAMILY TRUST	DE	SHEA DIVERSIFIED INVESTMENTS, INC.	C	Control
MORRISSEY, JOHN, C	I	SHEA DIVERSIFIED INVESTMENTS INC VIA E& M SHEA REVOCABLE TRUST	C	Control
MORRISSEY, JOHN, C	I	SHEA DIVERSIFIED INVESTMENTS INC VIA E& M SHEA REVOCABLE TRUST	C	Control
MORRISSEY, JOHN, CARROLL	I	SHEA DIVERSIFIED INVESTMENTS INC VIA E& M SHEA REVOCABLE TRUST	C	Control
MORRISSEY, JOHN, CARROLL	I	TOYOPA PARTNERS, LP	C	Control
MORRISSEY, JOHN, CARROLL	I	SHEA DIVERSIFIED INVESTMENTS INC VIA E& M SHEA REVOCABLE TRUST	C	Control
MORRISSEY, JOHN, CARROLL	I	TOYOPA PARTNERS, LP	C	Control
MORRISSEY, JOHN, CARROLL	I	SHEA DIVERSIFIED INVESTMENTS INC VIA E& M SHEA REVOCABLE TRUST	C	Control
MORRISSEY, JOHN, CARROLL	I	TOYOPA PARTNERS, LP	C	Control
PETER + CAROLYN SHEA REVOCABLE TRUST	DE	SHEA DIVERSIFIED INVESTMENTS, INC.	C	Control
PETER + CAROLYN SHEA REVOCABLE TRUST	DE	SHEA DIVERSIFIED INVESTMENTS, INC.	C	Control
SHEA DIVERSIFIED INVESTMENTS, INC.	DE	SHEA VENTURES, LLC	C	Control
SHEA DIVERSIFIED INVESTMENTS, INC.	DE	SHEA VENTURES, LLC	C	Control
SHEA DIVERSIFIED INVESTMENTS, INC.	DE	SHEA VENTURES, LLC	C	Control
SHEA DIVERSIFIED INVESTMENTS, INC.	DE	SHEA VENTURES, LLC	C	Control
SHEA DIVERSIFIED INVESTMENTS, INC.	DE	SHEA VENTURES, LLC	C	Control
SHEA DIVERSIFIED INVESTMENTS, INC.	DE	SHEA VENTURES, LLC	C	Control
SHEA DIVERSIFIED INVESTMENTS, INC.	DE	SHEA VENTURES, LLC	C	Control

Registrations

Federal

ERA

Feb 10, 2017 REGISTERED

Address

655 BREA CANYON RD
WALNUT, CA 91789
United States

Phone: 909-594-9500