This provider

Venture fund administrator· BOSTON, Massachusetts
Venture funds served
128
Managers served
40
Won / lost, 12 months
0 / 0
decisions, one per adviser filing
Administrator · 95Custodian · 57
As of · the latest filing that names this provider for a venture fund

The service provider's name, 149 additional funds served, 28 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

128 venture funds on the latest filings, largest reported gross assets first

Managers served

40 managers; the largest by the gross assets of the funds this provider serves for them

Change history

Funds that moved to or away from this provider, newest filing first; one row per adviser decision

Competitive position

Who it serves, and where advisers move funds to it or away from it

Named as administrator on 95 venture funds, 0.2% 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

FundsManagers
Not classified5715
Multi-stage venture firm162
Candidate166
Corporate venture134
Institutional venture firm125
Private equity with venture activity104

By fund size

FundsManagers
Under $25M4823
$25M to $100M2617
$100M to $500M3115
$500M and over238

By manager state

FundsManagers
California349
New York174
Georgia31
Tennessee31
Texas21
District of Columbia11

Adviser decisions by year

Filing yearWon (funds)Lost (funds)By acquisition
20220 (0)2 (3)none

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. No change to or from this provider is recorded as an acquisition.

Who to call

Managers with a new trigger for an administrator, from the provider opportunity list

The managers to call are listed by name for a reader with the venture graph. See the administrator opportunity list

Filing evidence

First named
Feb 10, 2012
Latest filing
Aug 25, 2026
LEI
549300WXPZHMNQNPYL49, 571474TGEMMWANRLN572
SEC file number
8-44744

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.

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