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 |
|---|---|---|---|---|---|
| Stepstone Vc Opportunities VI, L.P. | Stepstone Group LP | Marketer | 2019 | $551M | Form ADV Jul 30, 2026 reports.adviserinfo.sec.gov |
| Stepstone Vc Opportunities VI, L.P. | Stepstone Group LP | Placement agent | 2019 | $551M | Form D Nov 2, 2020 sec.gov |
| Stepstone Vc Secondaries Fund III, L.P. | Stepstone Group LP | Placement agent | 2022 | $330M | date not on record sec.gov |
Managers served
- Stepstone Group LP6 funds, $1.2B reported gross assets
- Wavecrest Management Company, LLC2 funds, $391M reported gross assets
- Boardman Bay Capital Management LLC3 funds, $291M reported gross assets
Change history
- Mar 31, 2022Lost Marketer: ORYX CAPITAL LLC replaced Weild Capital, LLC (d/b/a Weild & Co.), this provider at Wazee Street Opportunities Fund V LP · Wazee Street Capital Management LLCForm ADV, previous Jun 29, 2021 sec.gov
- Jan 7, 2022Lost Placement agent: More than five (5) Associated Persons replaced GROWTH CAPITAL SERVICES, INC., this provider at Vestigo Ventures Fund II, L.P. · Vestigo VenturesForm D, previous Jan 7, 2021 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 15 venture funds, 0.1% of the venture funds with a placement agent on record. No adviser has switched to or away from this provider on the filings read.
Who it serves, by manager type
| Funds | Managers | |
|---|---|---|
| Corporate venture | 6 | 1 |
| Not classified | 6 | 2 |
| Multi-stage venture firm | 5 | 2 |
| Seed fund manager | 2 | 1 |
| Institutional venture firm | 1 | 1 |
By fund size
| Funds | Managers | |
|---|---|---|
| Under $25M | 3 | 2 |
| $25M to $100M | 6 | 4 |
| $100M to $500M | 7 | 5 |
| $500M and over | 4 | 2 |
By manager state
| Funds | Managers | |
|---|---|---|
| California | 6 | 1 |
| Massachusetts | 3 | 2 |
| New York | 3 | 1 |
| Illinois | 2 | 1 |
Adviser decisions by year
| Filing year | Won (funds) | Lost (funds) | By acquisition |
|---|---|---|---|
| 2022 | 0 (0) | 2 (2) | 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 9, 2018
- Latest filing
- Sep 28, 2026
- CRD
- 146344
- SEC file number
- 801-78702
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.