This provider
The service provider's name, 11 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.
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 |
|---|---|---|---|---|---|
| GSV Ventures Fund II, LP | GSV Ventures Management, LLC | Marketer | 2019 | $146M | Form ADV Apr 29, 2026 reports.adviserinfo.sec.gov |
| GSV Ventures Fund II, LP | GSV Ventures Management, LLC | Placement agent | 2019 | $146M | Form D Jul 7, 2020 sec.gov |
| Altira Technology Fund VII L.P. | Altira Group LLC | Placement agent | 2022 | $124M | Form D Jun 6, 2023 sec.gov |
Managers served
- GSV Ventures Management, LLC1 fund, $146M reported gross assets
- Altira Group LLC1 fund, $124M reported gross assets
- Section Capital Management, LP1 fund, $31.1M reported gross assets
Change history
- Nov 14, 2024Lost Marketer: FINALIS SECURITIES LLC replaced this provider at Channel Equity Partners I, LP · Channel Equity Partners Management, LPForm ADV, previous Jun 10, 2024 sec.gov
- Mar 28, 2024Lost Marketer: PINNACLE CAPITAL SECURITIES, LLC replaced this provider at Arcis Technology Growth Fund LP · Arcis Capital Investment Advisors LLCForm ADV, previous Mar 26, 2024 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 marketer on 8 venture funds, 0.0% of the venture funds with a marketer on record. Won 0 and lost 2 adviser decisions from 2024 to 2026: a net loss of 2.
Who it serves, by manager type
| Funds | Managers | |
|---|---|---|
| Institutional venture firm | 8 | 4 |
| Private equity with venture activity | 3 | 2 |
By fund size
| Funds | Managers | |
|---|---|---|
| Under $25M | 6 | 3 |
| $25M to $100M | 3 | 2 |
| $100M to $500M | 2 | 2 |
By manager state
| Funds | Managers | |
|---|---|---|
| California | 3 | 2 |
| New York | 2 | 1 |
| Colorado | 1 | 1 |
| Illinois | 1 | 1 |
Adviser decisions by year
| Filing year | Won (funds) | Lost (funds) | By acquisition |
|---|---|---|---|
| 2024 | 0 (0) | 2 (2) | none |
Where it wins and loses: manager type
| Won | Lost | |
|---|---|---|
| Micro VC | 0 | 1 |
| Private equity with venture activity | 0 | 1 |
Fund size
| Won | Lost | |
|---|---|---|
| Under $25M | 0 | 2 |
Manager state
| Won | Lost | |
|---|---|---|
| New York | 0 | 1 |
Loses most often to
- PINNACLE CAPITAL SECURITIES, LLC1 decision, 1 fund
- FINALIS SECURITIES LLC1 decision, 1 fund
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
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 7, 2020
- Latest filing
- May 24, 2026
- CRD
- 116012
- SEC file number
- 8-53527
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 marketer to or away from this provider in the last 12 months?
A provider can be followed from its named record.