This provider
The service provider's name, 14 additional funds served, 29 provider changes
Every relationship, signal and contact on this record, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Nothing material in the last 365 days.
Funds served
About this sectionA fund is served when its adviser names this provider in the role on the fund’s latest Form ADV, or names it as a sales compensation recipient on a Form D. Gross assets are the adviser’s own figure on Form ADV; an implausible figure is left out rather than printed.
| Fund | Manager | Role | Vintage | Gross assets | Latest filing |
|---|---|---|---|---|---|
| Elevation Capital V Limited | Elevation Capital Partners, LLC | Administrator | 2015 | $2.0B | Form ADV Mar 23, 2026 reports.adviserinfo.sec.gov |
| Elevation Capital Viii Limited | Elevation Capital Partners, LLC | Administrator | 2023 | $672M | Form ADV Mar 23, 2026 reports.adviserinfo.sec.gov |
| Elevation Capital VII Limited | Elevation Capital Partners, LLC | Administrator | 2021 | $568M | Form ADV Mar 23, 2026 reports.adviserinfo.sec.gov |
Managers served
- Elevation Capital Partners, LLC5 funds, $4.3B reported gross assets
- Leopard Capital Advisors Co Ltd1 fund, $18.7M reported gross assets
- Barings (U.K.) Limited3 funds
Change history
- Jan 16, 2026Succession Administrator: APEX GROUP replaced this provider at SAS Aircare Holdings (parallel), L.P. and 3 more of the same manager’s funds · Storr GroupForm ADV, previous Mar 31, 2025 reports.adviserinfo.sec.gov
- Mar 29, 2024Succession Administrator: APEX GROUP replaced this provider at Midwestern Produce Holdings LLC · Cross Rapids Capital LPForm ADV, previous Mar 17, 2023 sec.gov
- Jun 30, 2023Succession Administrator: APEX FINANCIAL SERVICES (MAURITIUS) LTD replaced this provider at Fund C and 1 more of the same manager’s funds · Kalaari Capital Advisors Pvt LtdForm ADV, previous Jun 30, 2022 sec.gov
Competitive position
About this sectionA decision is one manager’s filing that names a different provider in the role with none carried over. An acquisition is shown as a succession and never counted as won or lost; two names of one firm family are neither.
Named as administrator on 14 venture funds, 0.0% of the venture funds with an administrator on record. No adviser has switched to or away from this provider on the filings read.
Who it serves, by manager type
| Funds | Managers | |
|---|---|---|
| Institutional venture firm | 7 | 3 |
| Not classified | 6 | 3 |
| Multi-stage venture firm | 3 | 1 |
| Private equity with venture activity | 1 | 1 |
By fund size
| Funds | Managers | |
|---|---|---|
| Under $25M | 8 | 6 |
| $25M to $100M | 2 | 2 |
| $100M to $500M | 2 | 1 |
| $500M and over | 5 | 1 |
By manager state
| Funds | Managers | |
|---|---|---|
| Utah | 5 | 1 |
| California | 3 | 1 |
| New York | 2 | 2 |
Adviser decisions by year
| Filing year | Won (funds) | Lost (funds) | By acquisition |
|---|---|---|---|
| 2026 | 0 (0) | 0 (0) | 0 in, 1 out |
| 2024 | 0 (0) | 0 (0) | 0 in, 1 out |
| 2023 | 0 (0) | 0 (0) | 0 in, 15 out |
Loses most often to
No adviser moved a fund from this provider in the last three years.
Wins most often from
No adviser moved a fund to this provider in the last three years.
Decisions since 2023 for the breakdowns and the lists, five filing years for the table. One manager’s filing is one decision however many funds it moves. By acquisition (a succession, never counted as won or lost): 0 in (0 funds), 17 out (41 funds).
Who to call
The managers to call are listed by name for a reader with the venture graph. See the administrator opportunity list
Filing evidence
- First named
- Mar 29, 2012
- Latest filing
- Mar 23, 2026
Sources: SEC Form ADV Schedule D (Section 7.B.(1) items 23 to 28) and Form D sales compensation recipients, each row linked to its filing above.
Ask and follow
Ask: Which venture funds switched administrator to or away from this provider in the last 12 months?
A provider can be followed from its named record.