This provider
The service provider's name, 109 additional funds served, 19 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.
What matters now
- Won1 fund
Zephyr Management, L.P. moved a fund to this provider as administrator, from BEACON TRUSTEESHIP LIMITED.
A new client relationship, first shown on this filing.
- 1 / 0decisions won / lost
In the last 12 months advisers moved 1 fund to this provider (1 decision) and 0 away (0 decisions).
One adviser moving many vehicles on one filing is counted as one decision.
DerivedForm ADV and Form D filings, consecutive filings compared
A 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 |
|---|---|---|---|---|---|
| Coöperatieve Gilde Healthcare Vg VI U.A. | Gilde Healthcare Partners B.V. | Custodian | 2024 | $819M | Form ADV Mar 27, 2026 reports.adviserinfo.sec.gov |
| AMR Action Fund L.P. | AMR Action Fund GP, LLC | Administrator | unknown | $725M | Form ADV Mar 31, 2026 reports.adviserinfo.sec.gov |
| Coöperatieve Gilde Healthcare Private Equity IV U.A. | Gilde Healthcare Partners B.V. | Custodian | unknown | $626M | Form ADV Mar 27, 2026 reports.adviserinfo.sec.gov |
- Gilde Healthcare Partners B.V.5 funds, $2.4B reported gross assets
- Golden Sand River (digital), Ltd.7 funds, $1.8B reported gross assets
- Insignia Ventures Partners Pte. Ltd.6 funds, $1.2B reported gross assets
- Mar 17, 2026Won Administrator: this provider replaced BEACON TRUSTEESHIP LIMITED at Zephyr Peacock India Growth Fund Limited · Zephyr Management, L.P.Form ADV, previous Oct 29, 2025 reports.adviserinfo.sec.gov
- Mar 26, 2025Won Administrator: this provider, KROLL SINGAPORE PTE. LTD replaced IQ-EQ at Insignia Ventures Partners Fund III, L.P. · Insignia Ventures Partners Pte. Ltd.Form ADV, previous Mar 29, 2024 reports.adviserinfo.sec.gov
- Mar 25, 2025Lost Administrator: Carta replaced this provider at Play Ventures Fund II (a Sub-Fund of Play Ventures Investments Vcc) · Play Ventures Pte LtdForm ADV, previous Mar 22, 2024 reports.adviserinfo.sec.gov
A 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 80 venture funds, 0.2% of the venture funds with an administrator on record. Won 2 and lost 5 adviser decisions from 2024 to 2026: a net loss of 3.
Who it serves, by manager type
| Funds | Managers | |
|---|---|---|
| Institutional venture firm | 29 | 12 |
| Not classified | 24 | 5 |
| Multi-stage venture firm | 23 | 5 |
| Micro VC | 6 | 4 |
| Candidate | 4 | 3 |
| Not a venture organization | 1 | 1 |
By fund size
| Funds | Managers | |
|---|---|---|
| Under $25M | 17 | 12 |
| $25M to $100M | 22 | 15 |
| $100M to $500M | 43 | 15 |
| $500M and over | 5 | 4 |
By manager state
| Funds | Managers | |
|---|---|---|
| Massachusetts | 3 | 2 |
| California | 2 | 2 |
| Delaware | 1 | 1 |
| Georgia | 1 | 1 |
| New York | 1 | 1 |
| Virginia | 1 | 1 |
Adviser decisions by year
| Filing year | Won (funds) | Lost (funds) | By acquisition |
|---|---|---|---|
| 2026 | 1 (1) | 0 (0) | none |
| 2025 | 1 (1) | 2 (4) | none |
| 2024 | 0 (0) | 3 (3) | none |
| 2023 | 0 (0) | 1 (1) | none |
| 2022 | 4 (4) | 1 (1) | none |
Where it wins and loses: manager type
| Won | Lost | |
|---|---|---|
| Multi-stage venture firm | 1 | 2 |
| Institutional venture firm | 0 | 2 |
| Not classified | 1 | 1 |
Fund size
| Won | Lost | |
|---|---|---|
| Under $25M | 0 | 1 |
| $25M to $100M | 1 | 1 |
| $100M to $500M | 1 | 3 |
Loses most often to
- Carta3 decisions, 3 funds
- BEACON TRUSTEESHIP LIMITED1 decision, 3 funds
- IQ-EQ1 decision, 1 fund
Wins most often from
- BEACON TRUSTEESHIP LIMITED1 decision, 1 fund
- IQ-EQ1 decision, 1 fund
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.
The managers to call are listed by name for a reader with the venture graph. See the administrator opportunity list
- First named
- Mar 22, 2016
- Latest filing
- Jul 14, 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: 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.