This provider
The service provider's name, 40 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.
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 |
|---|---|---|---|---|---|
| Blockchain Capital IV, LP | Blockchain Capital, LLC | Placement agent | 2017 | $388M | date not on record sec.gov |
| TCP Exploration Fund II 2024, LP | not resolved | Marketer | 2024 | $197M | Form ADV Mar 31, 2026 reports.adviserinfo.sec.gov |
| ULU Ventures Fund IV, L.P. | ULU Ventures Management Company, LLC | Marketer | 2023 | $189M | Form ADV Jun 1, 2026 reports.adviserinfo.sec.gov |
- Blockchain Capital, LLC1 fund, $388M reported gross assets
- Helena Special Investments LLC3 funds, $195M reported gross assets
- ULU Ventures Management Company, LLC2 funds, $189M reported gross assets
- Apr 26, 2024Rename Placement agent: First Dominion Capital Corp, Sanders Morris Harris LLC, Finalis Securities LLC replaced Aqueduct Capital Group, LLC, First Dominion Capital Corp, this provider, 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: First Dominion Capital Corp, Sanders Morris Harris LLC, Aqueduct Capital Group, LLC, PCF Capital Markets, LLC, Finalis Securities LLC replaced First Dominion Capital Corp, this provider, 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
- Apr 26, 2024Rename Placement agent: First Dominion Capital Corp, Sanders Morris Harris LLC, PCF Capital Markets, LLC, Finalis Securities LLC replaced Aqueduct Capital Group, LLC, First Dominion Capital Corp, this provider, The Leaders Group, Inc. at SKK Ventures Qp, LLC Series Wg4 · 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 marketer on 23 venture funds, 0.1% of the venture funds with a marketer 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 | 14 | 6 |
| Not classified | 8 | 3 |
| Candidate | 4 | 2 |
| Private equity with venture activity | 4 | 3 |
| Multi-stage venture firm | 2 | 2 |
| Micro VC | 2 | 2 |
By fund size
| Funds | Managers | |
|---|---|---|
| Under $25M | 10 | 6 |
| $25M to $100M | 14 | 11 |
| $100M to $500M | 9 | 8 |
| $500M and over | 2 | 1 |
By manager state
| Funds | Managers | |
|---|---|---|
| California | 8 | 7 |
| Massachusetts | 7 | 2 |
| New York | 4 | 2 |
| Maryland | 3 | 1 |
| Florida | 2 | 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
- Mar 27, 2020
- Latest filing
- Aug 21, 2026
- CRD
- 171910
- SEC file number
- 8-69488
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: Which venture funds switched marketer to or away from this provider in the last 12 months?
A provider can be followed from its named record.