This provider
The service provider's name, 12 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 |
|---|---|---|---|---|---|
| Foresite Capital Fund V, L.P. | Foresite Capital | Placement agent | 2019 | $754M | Form D Feb 25, 2021 sec.gov |
| Georgian Growth Fund (international) VI, LP | Georgian Partners Growth L.P. | Placement agent | 2021 | $545M | Form D Aug 9, 2023 sec.gov |
| Anthos Capital V LP | Anthos Capital | Marketer | 2022 | $178M | Form ADV Mar 30, 2026 reports.adviserinfo.sec.gov |
Managers served
- Foresite Capital1 fund, $754M reported gross assets
- Georgian Partners Growth L.P.2 funds, $545M reported gross assets
- Anthos Capital1 fund, $178M reported gross assets
Change history
- Mar 31, 2025Lost Marketer: STIFEL, NICOLAUS & COMPANY, INCORPORATED, IROISE PARTNERS replaced this provider at Stonepeak Core Fund (lux) Scsp · StonepeakForm ADV, previous Feb 12, 2025 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 9 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 | 6 | 4 |
| Private equity with venture activity | 2 | 1 |
| Candidate | 2 | 1 |
| Institutional venture firm | 1 | 1 |
| Multi-stage venture firm | 1 | 1 |
By fund size
| Funds | Managers | |
|---|---|---|
| Under $25M | 1 | 1 |
| $25M to $100M | 1 | 1 |
| $100M to $500M | 5 | 5 |
| $500M and over | 5 | 4 |
By manager state
| Funds | Managers | |
|---|---|---|
| California | 2 | 2 |
| Florida | 2 | 1 |
Adviser decisions by year
| Filing year | Won (funds) | Lost (funds) | By acquisition |
|---|---|---|---|
| 2025 | 0 (0) | 1 (1) | none |
Where it wins and loses: manager type
| Won | Lost | |
|---|---|---|
| Not classified | 0 | 1 |
Fund size
| Won | Lost | |
|---|---|---|
| $25M to $100M | 0 | 1 |
Loses most often to
- IROISE PARTNERS1 decision, 1 fund
- STIFEL, NICOLAUS & COMPANY, INCORPORATED1 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
- Feb 25, 2021
- Latest filing
- May 5, 2026
- CRD
- 171058
- SEC file number
- 8-69442
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.