This provider
The service provider's name, 8 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 |
|---|---|---|---|---|---|
| Zetland Special Situations Fund I LP | Zetland Capital Partners LLP | Placement agent | 2018 | $444M | Form D Oct 27, 2020 sec.gov |
| SV Life Sciences Fund VI, L.P. | SV Health Investors, LLC | Placement agent | 2015 | $201M | date not on record sec.gov |
| LAS Olas Vc II L.P. | LAS Olas Venture Capital | Marketer | 2022 | $69.2M | Form ADV Jul 7, 2026 reports.adviserinfo.sec.gov |
Managers served
- Zetland Capital Partners LLP1 fund, $444M reported gross assets
- SV Health Investors, LLC1 fund, $201M reported gross assets
- LAS Olas Venture Capital3 funds, $134M reported gross assets
Change history
- Feb 21, 2024Won Marketer: this provider replaced STONEHAVEN, LLC at Measure 8 Full Spectrum Fund, LP · Measure 8 Venture PartnersForm ADV, previous Mar 31, 2023 sec.gov
- Mar 30, 2017Won Marketer: this provider replaced INVESTOR'S RESEARCH SECURITIES CORPORATION at SV Life Sciences Fund VI, L.P. · SV Health Investors, LLCForm ADV, previous Mar 30, 2016 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 7 venture funds, 0.0% of the venture funds with a placement agent on record. Won 1 and lost 0 adviser decisions from 2024 to 2026: a net gain of 1.
Who it serves, by manager type
| Funds | Managers | |
|---|---|---|
| Multi-stage venture firm | 4 | 2 |
| Not classified | 4 | 2 |
| Institutional venture firm | 2 | 2 |
By fund size
| Funds | Managers | |
|---|---|---|
| Under $25M | 3 | 3 |
| $25M to $100M | 3 | 2 |
| $100M to $500M | 4 | 4 |
By manager state
| Funds | Managers | |
|---|---|---|
| Florida | 3 | 1 |
| California | 1 | 1 |
| Massachusetts | 1 | 1 |
Adviser decisions by year
| Filing year | Won (funds) | Lost (funds) | By acquisition |
|---|---|---|---|
| 2024 | 1 (1) | 0 (0) | none |
Where it wins and loses: manager type
| Won | Lost | |
|---|---|---|
| Multi-stage venture firm | 1 | 0 |
Fund size
| Won | Lost | |
|---|---|---|
| Under $25M | 1 | 0 |
Manager state
| Won | Lost | |
|---|---|---|
| New York | 1 | 0 |
Loses most often to
No adviser moved a fund from this provider in the last three years.
Wins most often from
- STONEHAVEN, LLC1 decision, 1 fund
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
- May 21, 2019
- Latest filing
- Jul 7, 2026
- CRD
- 161724
- SEC file number
- 8-69050
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.