This provider
The service provider's name, 6 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 |
|---|---|---|---|---|---|
| Columbia Capital Opportunities Fund I-B, L.P. | Columbia Capital | Placement agent | 2022 | $320M | Form D Dec 15, 2023 sec.gov |
| Bgpt Catalyst, LP | Bridgeport Partners | Placement agent | 2022 | $314M | Form D Sep 1, 2022 sec.gov |
| Columbia Capital Opportunities Fund I-A, L.P. | Columbia Capital | Placement agent | 2022 | $132M | Form D Dec 15, 2023 sec.gov |
Managers served
- Columbia Capital6 funds, $452M reported gross assets
- Bridgeport Partners1 fund, $314M reported gross assets
- Cavu Consumer Partners, LLC1 fund, $70.8M reported gross assets
Change history
- Mar 28, 2025Lost Marketer: PIPER SANDLER & CO. replaced this provider at Princeton Equity Partners I, LP and 1 more of the same manager’s funds · Princeton Equity GroupForm ADV, previous Jul 8, 2024 reports.adviserinfo.sec.gov
- Jun 29, 2021Won Marketer: this provider replaced BA SECURITIES, LLC at Princeton Equity Partners I, LP and 1 more of the same manager’s funds · Princeton Equity GroupForm ADV, previous Apr 27, 2021 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 | |
|---|---|---|
| University-affiliated venture | 6 | 1 |
| Institutional venture firm | 1 | 1 |
| Not classified | 1 | 1 |
| Candidate | 1 | 1 |
By fund size
| Funds | Managers | |
|---|---|---|
| $25M to $100M | 1 | 1 |
| $100M to $500M | 6 | 3 |
| $500M and over | 2 | 1 |
By manager state
| Funds | Managers | |
|---|---|---|
| Virginia | 6 | 1 |
| New York | 2 | 2 |
Adviser decisions by year
| Filing year | Won (funds) | Lost (funds) | By acquisition |
|---|---|---|---|
| 2025 | 0 (0) | 1 (2) | none |
Where it wins and loses: manager type
| Won | Lost | |
|---|---|---|
| University-affiliated venture | 0 | 1 |
Fund size
| Won | Lost | |
|---|---|---|
| $100M to $500M | 0 | 1 |
Manager state
| Won | Lost | |
|---|---|---|
| New Jersey | 0 | 1 |
Loses most often to
- PIPER SANDLER & CO.1 decision, 2 funds
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
- Oct 8, 2020
- Latest filing
- Feb 21, 2024
- CRD
- 309026
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.