This provider

Venture fund marketer· OLD WESTBURY, New York
Venture funds served
17
Managers served
9
Won / lost, 12 months
1 / 0
decisions, one per adviser filing
Marketer · 14Placement agent · 6
As of · the latest filing that names this provider for a venture fund

The service provider's name, 17 additional funds served

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

  1. Won
    1 fund

    Unless Management LP moved a fund to this provider as marketer, from FRONTIER SOLUTIONS, LLC, MMX Global Partners, LLC.

    A new client relationship, first shown on this filing.

    FactForm ADV filed Mar 25, 2026Open the fund →
  2. 1 / 0
    decisions 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

Funds served

17 venture funds on the latest filings, largest reported gross assets first
FundManagerRoleVintageGross assetsLatest filing
LCV Fund III, L.P.LCV Blockchain Management, LLCMarketer2023$342MForm ADV Mar 31, 2026 reports.adviserinfo.sec.gov
Unless Ventures LPUnless Management LPMarketer2022$220MForm ADV Jul 17, 2026 reports.adviserinfo.sec.gov
Unless Ventures LPUnless Management LPPlacement agent2022$220MForm D Jan 2, 2026 sec.gov

Managers served

9 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 marketer on 14 venture funds, 0.1% of the venture funds with a marketer on record. Won 1 and lost 0 adviser decisions from 2024 to 2026: a net gain of 1.

Who it serves, by manager type

FundsManagers
Institutional venture firm114
Multi-stage venture firm22
Not classified21
Growth investor11
Private equity with venture activity11

By fund size

FundsManagers
Under $25M71
$25M to $100M55
$100M to $500M55

By manager state

FundsManagers
New York22
California11
Colorado11
Pennsylvania11

Adviser decisions by year

Filing yearWon (funds)Lost (funds)By acquisition
20261 (1)0 (0)none

Where it wins and loses: manager type

WonLost
Private equity with venture activity10

Fund size

WonLost
$100M to $500M10

Manager state

WonLost
Colorado10

Loses most often to

No adviser moved a fund from this provider in the last three years.

Wins most often from

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 a placement agent, from the provider opportunity list

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

Filing evidence

First named
Jul 8, 2020
Latest filing
Jul 17, 2026
CRD
114242
SEC file number
8-53413

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