This provider
The service provider's name, 27 additional funds served, 5 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.
A 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 |
|---|---|---|---|---|---|
| Mwam Vc Brady Sx, LLC | Manhattan West Asset Management, LLC | Marketer | 2021 | $35.1M | Form ADV Jul 14, 2026 reports.adviserinfo.sec.gov |
| Single Cube LLC | J2 Partners LLC | Marketer | unknown | $21.6M | Form ADV Jan 30, 2026 reports.adviserinfo.sec.gov |
| Single Cube LLC | J2 Partners LLC | Placement agent | unknown | $21.6M | date not on record sec.gov |
- J2 Partners LLC10 funds, $51.5M reported gross assets
- Manhattan West Asset Management, LLC1 fund, $35.1M reported gross assets
- Shepherd Kaplan Krochuk, LLC10 funds, $1.7M reported gross assets
- Apr 26, 2024Rename Placement agent: this provider, Sanders Morris Harris LLC, Finalis Securities LLC replaced Aqueduct Capital Group, LLC, this provider, Old City Securities, LLC, PCF Capital Markets, LLC, The Leaders Group, Inc. at SKK Ventures Qp, LLC Series Ct0 · Shepherd Kaplan Krochuk, LLCForm D, previous Apr 28, 2023 sec.gov
- Apr 26, 2024Rename Placement agent: this provider, Sanders Morris Harris LLC, The Leaders Group, Inc., Old City Securities, LLC, PCF Capital Markets, LLC, Finalis Securities LLC replaced Aqueduct Capital Group, LLC, this provider at SKK Ventures Qp, LLC Series Bd2 · Shepherd Kaplan Krochuk, LLCForm D, previous Apr 28, 2023 sec.gov
- Apr 26, 2024Rename Placement agent: this provider, Sanders Morris Harris LLC, Aqueduct Capital Group, LLC, PCF Capital Markets, LLC, Finalis Securities LLC replaced this provider, Old City Securities, LLC, The Leaders Group, Inc. at SKK Ventures Qp, LLC Series Ct1 and 1 more of the same manager’s funds · Shepherd Kaplan Krochuk, LLCForm D, previous Apr 28, 2023 sec.gov
A 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 17 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 | |
|---|---|---|
| Institutional venture firm | 20 | 2 |
| Multi-stage venture firm | 1 | 1 |
By fund size
| Funds | Managers | |
|---|---|---|
| Under $25M | 17 | 2 |
| $25M to $100M | 3 | 2 |
| $100M to $500M | 1 | 1 |
By manager state
| Funds | Managers | |
|---|---|---|
| Massachusetts | 10 | 1 |
| California | 1 | 1 |
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.
The managers to call are listed by name for a reader with the venture graph. See the placement agent opportunity list
- First named
- Dec 3, 2018
- Latest filing
- Jul 14, 2026
- CRD
- 16330
- SEC file number
- 8-33719
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.
A provider can be followed from its named record.