This provider
The service provider's name, 21 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 |
|---|---|---|---|---|---|
| Revelation Healthcare Fund V, L.P. | Revelation Capital Management, LLC | Marketer | unknown | $748M | Form ADV May 13, 2026 reports.adviserinfo.sec.gov |
| EIF V, L.P. | EIF (ecosystem Integrity Fund) | Marketer | 2023 | $211M | Form ADV Mar 30, 2026 reports.adviserinfo.sec.gov |
| EIF V, L.P. | EIF (ecosystem Integrity Fund) | Placement agent | 2023 | $211M | Form D Feb 13, 2024 sec.gov |
Managers served
- Revelation Capital Management, LLC1 fund, $748M reported gross assets
- EIF (ecosystem Integrity Fund)3 funds, $457M reported gross assets
- Iron Pillar Capital Management Ltd1 fund, $88.0M reported gross assets
Change history
- Mar 29, 2022Won Marketer: this provider replaced FAR HILLS GROUP, LLC., BAY CREST PARTNERS, LLC, BRIDGE HAVEN LLC, FAR HILLS GROUP, LLC. at Energy Innovation Capital II, LP · Energy Innovation Capital Management, LLCForm ADV, previous Mar 29, 2021 sec.gov
- Mar 19, 2013Won Prime broker: this provider replaced FIDELITY BROKERAGE SERVICES LLC at What If Fund II LLC and 3 more of the same manager’s funds · Baldwin Wealth Partners, LLCForm ADV, previous Sep 5, 2012 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 14 venture funds, 0.1% of the venture funds with a marketer 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 | 10 | 4 |
| Multi-stage venture firm | 5 | 3 |
| Micro VC | 4 | 1 |
| Candidate | 2 | 2 |
| Corporate venture | 1 | 1 |
| Not classified | 1 | 1 |
By fund size
| Funds | Managers | |
|---|---|---|
| Under $25M | 10 | 5 |
| $25M to $100M | 9 | 9 |
| $100M to $500M | 3 | 2 |
| $500M and over | 1 | 1 |
By manager state
| Funds | Managers | |
|---|---|---|
| California | 7 | 5 |
| Massachusetts | 4 | 1 |
| Connecticut | 1 | 1 |
Adviser decisions by year
| Filing year | Won (funds) | Lost (funds) | By acquisition |
|---|---|---|---|
| 2022 | 1 (1) | 0 (0) | 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
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
- Mar 19, 2013
- Latest filing
- Jul 27, 2026
- CRD
- 126694
- SEC file number
- 8-65902
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.