This provider
The service provider's name, 2 additional funds served
Every relationship, signal and contact on this record, with the source on each.
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What matters now
- Lost1 fund
EJF Capital LP moved a fund from this provider to FINALIS SECURITIES LLC, GI CAPITAL SECURITIES LTD as marketer.
A client that left; the filing names who replaced this provider.
- 0 / 1decisions won / lost
In the last 12 months advisers moved 0 funds to this provider (0 decisions) and 1 away (1 decision).
One adviser moving many vehicles on one filing is counted as one decision.
DerivedForm ADV and Form D filings, consecutive filings compared
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 |
|---|---|---|---|---|---|
| Sc2 LP | SC Management LLC | Marketer | 2023 | not reported | Form ADV Mar 31, 2026 reports.adviserinfo.sec.gov |
| Sc2 Aiv LP | SC Management LLC | Marketer | 2023 | not reported | Form ADV Mar 31, 2026 reports.adviserinfo.sec.gov |
| EJF Financial Services Fund, LP | EJF Capital LP | Placement agent | 2010 | not reported | Form D Mar 12, 2025 sec.gov |
Managers served
- EJF Capital LP3 funds
- SC Management LLC2 funds
Change history
- Apr 30, 2026Lost Marketer: FINALIS SECURITIES LLC, GI CAPITAL SECURITIES LTD replaced this provider at EJF Financial Services Fund, LP · EJF Capital LPForm ADV, previous Mar 30, 2026 reports.adviserinfo.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 placement agent on 3 venture funds, 0.0% of the venture funds with a placement agent on record. Won 0 and lost 1 adviser decisions from 2024 to 2026: a net loss of 1.
Who it serves, by manager type
| Funds | Managers | |
|---|---|---|
| Not classified | 5 | 2 |
By fund size
| Funds | Managers | |
|---|---|---|
| Under $25M | 1 | 1 |
| $25M to $100M | 1 | 1 |
| $100M to $500M | 3 | 2 |
Adviser decisions by year
| Filing year | Won (funds) | Lost (funds) | By acquisition |
|---|---|---|---|
| 2026 | 0 (0) | 1 (1) | none |
Where it wins and loses: manager type
| Won | Lost | |
|---|---|---|
| Not classified | 0 | 1 |
Fund size
| Won | Lost | |
|---|---|---|
| $100M to $500M | 0 | 1 |
Loses most often to
- FINALIS SECURITIES LLC1 decision, 1 fund
- GI CAPITAL SECURITIES LTD1 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
- Mar 19, 2021
- Latest filing
- Mar 31, 2026
- CRD
- 142976
- SEC file number
- 8-67514
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
A provider can be followed from its named record.