This provider
The service provider's name, 26 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.
What matters now
- Won1 fund
EJF Capital LP moved a fund to this provider as marketer, from Blue Sand Securities LLC.
A new client relationship, first shown on this filing.
- 1 / 0decisions won / lost
In the last 12 months advisers moved 1 fund to this provider (1 decision) and 0 away (0 decisions).
One adviser moving many vehicles on one filing is counted as one decision.
DerivedForm ADV and Form D filings, consecutive filings compared
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 |
|---|---|---|---|---|---|
| Tanglin Venture Fund III Limited Partnership | Tanglin Venture Partners Pte. Ltd. | Marketer | 2025 | $116M | Form ADV Sep 25, 2026 reports.adviserinfo.sec.gov |
| Origin Ventures VI L.P. | Origin Ventures Group, LLC | Marketer | 2024 | $111M | Form ADV Mar 30, 2026 reports.adviserinfo.sec.gov |
| NEW Era Capital Partners III, L.P | NEW Era Capital GP Ltd. | Placement agent | 2024 | $108M | Form D Jan 24, 2024 sec.gov |
Managers served
- Learn Capital2 funds, $147M reported gross assets
- Origin Ventures Group, LLC2 funds, $118M reported gross assets
- Tanglin Venture Partners Pte. Ltd.1 fund, $116M reported gross assets
Change history
- Apr 30, 2026Won Marketer: this provider, GI CAPITAL SECURITIES LTD replaced Blue Sand Securities LLC at EJF Financial Services Fund, LP · EJF Capital LPForm ADV, previous Mar 30, 2026 reports.adviserinfo.sec.gov
- Nov 14, 2024Won Marketer: this provider replaced GT SECURITIES, INC. at Channel Equity Partners I, LP · Channel Equity Partners Management, LPForm ADV, previous Jun 10, 2024 sec.gov
- Mar 23, 2023Won Marketer: this provider replaced GROWTH CAPITAL SERVICES, INC. at Buoyant Ventures Fund, L.P. · Buoyant Ventures Management, LLCForm ADV, previous Mar 30, 2022 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 marketer on 24 venture funds, 0.1% of the venture funds with a marketer on record. Won 2 and lost 0 adviser decisions from 2024 to 2026: a net gain of 2.
Who it serves, by manager type
| Funds | Managers | |
|---|---|---|
| Institutional venture firm | 10 | 7 |
| Multi-stage venture firm | 7 | 4 |
| Not classified | 4 | 3 |
| Private equity with venture activity | 2 | 1 |
| Seed fund manager | 2 | 2 |
| Corporate venture | 1 | 1 |
By fund size
| Funds | Managers | |
|---|---|---|
| Under $25M | 6 | 6 |
| $25M to $100M | 13 | 10 |
| $100M to $500M | 7 | 6 |
By manager state
| Funds | Managers | |
|---|---|---|
| Massachusetts | 4 | 1 |
| California | 2 | 2 |
| Florida | 2 | 1 |
| Texas | 2 | 1 |
| Colorado | 1 | 1 |
| Nevada | 1 | 1 |
Adviser decisions by year
| Filing year | Won (funds) | Lost (funds) | By acquisition |
|---|---|---|---|
| 2026 | 1 (1) | 0 (0) | none |
| 2024 | 1 (1) | 0 (0) | none |
| 2023 | 1 (1) | 0 (0) | none |
Where it wins and loses: manager type
| Won | Lost | |
|---|---|---|
| Micro VC | 1 | 0 |
| Not classified | 1 | 0 |
Fund size
| Won | Lost | |
|---|---|---|
| Under $25M | 1 | 0 |
| $100M to $500M | 1 | 0 |
Loses most often to
No adviser moved a fund from this provider in the last three years.
Wins most often from
- Blue Sand Securities LLC1 decision, 1 fund
- GT SECURITIES, INC.1 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
- Mar 23, 2023
- Latest filing
- Sep 25, 2026
- CRD
- 305908
- SEC file number
- 8-70425
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
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.