This provider
The service provider's name, 4 additional funds served, 2 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.
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 |
|---|---|---|---|---|---|
| Mill City Fund II, L.P. | Mill City Capital, L.P. | Marketer | 2013 | not reported | Form ADV Mar 17, 2026 reports.adviserinfo.sec.gov |
| Oceansound Partners Fund, LP | Oceansound Partners, LP | Placement agent | 2019 | not reported | Form D Nov 5, 2021 sec.gov |
| BVP Bbq Blocker, LP | BVP Management Company, LLC | Placement agent | 2020 | not reported | Form D Sep 10, 2020 sec.gov |
Managers served
- BVP Management Company, LLC2 funds
- Core Industrial Partners, LLC2 funds
- Mill City Capital, L.P.1 fund
Change history
- Mar 29, 2024Lost Marketer: HARRIS WILLIAMS replaced this provider at ABS Capital Partners VII, LP and 1 more of the same manager’s funds · ABS Cp, Inc.Form ADV, previous Mar 17, 2023 sec.gov
- Mar 28, 2024Lost Marketer: HARRIS WILLIAMS replaced this provider at ABS Capital Partners VII, LP and 1 more of the same manager’s funds · ABS Cp, Inc.Form ADV, previous Mar 17, 2023 sec.gov
- Mar 28, 2024Lost Marketer: HARRIS WILLIAMS replaced this provider at BVP Bbq Blocker, LP and 1 more of the same manager’s funds · BVP Management Company, LLCForm ADV, previous Dec 4, 2023 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 6 venture funds, 0.0% of the venture funds with a placement agent on record. Won 0 and lost 4 adviser decisions from 2024 to 2026: a net loss of 4.
Who it serves, by manager type
| Funds | Managers | |
|---|---|---|
| Not classified | 5 | 3 |
| Candidate | 1 | 1 |
By fund size
| Funds | Managers | |
|---|---|---|
| Under $25M | 1 | 1 |
| $25M to $100M | 3 | 3 |
| $100M to $500M | 1 | 1 |
| $500M and over | 1 | 1 |
By manager state
| Funds | Managers | |
|---|---|---|
| Minnesota | 1 | 1 |
Adviser decisions by year
| Filing year | Won (funds) | Lost (funds) | By acquisition |
|---|---|---|---|
| 2024 | 0 (0) | 4 (7) | none |
| 2023 | 2 (8) | 0 (0) | none |
Where it wins and loses: manager type
| Won | Lost | |
|---|---|---|
| Institutional venture firm | 0 | 2 |
| Not classified | 0 | 2 |
Fund size
| Won | Lost | |
|---|---|---|
| $25M to $100M | 0 | 1 |
| $500M and over | 0 | 3 |
Manager state
| Won | Lost | |
|---|---|---|
| District of Columbia | 0 | 2 |
Loses most often to
- HARRIS WILLIAMS4 decisions, 7 funds
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 28, 2014
- Latest filing
- Mar 17, 2026
- CRD
- 146067
- SEC file number
- 8-67785
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.