This provider
The service provider's name, 15 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 |
|---|---|---|---|---|---|
| Genbridge Capital Fund I, L.P. | Genbridge Capital Management Company, Ltd. | Placement agent | 2016 | $620M | date not on record sec.gov |
| Jungle Ventures III Investment Holding Pte. Ltd. | Jungle Ventures Pte Ltd | Placement agent | 2020 | $381M | date not on record sec.gov |
| Warren Equity Partners Fund Ii-A, L.P. | Warren Equity Partners Manager, L.P. | Marketer | 2018 | not reported | Form ADV Sep 15, 2026 reports.adviserinfo.sec.gov |
Managers served
- Genbridge Capital Management Company, Ltd.1 fund, $620M reported gross assets
- Jungle Ventures Pte Ltd2 funds, $381M reported gross assets
- Sole Source Capital LLC3 funds
Change history
- Mar 5, 2024Lost Placement agent: STIFEL, NICOLAUS & COMPANY, INCORPORATED replaced this provider at 3 Boomerang Capital I (parallel), LP and 1 more of the same manager’s funds · 3 Boomerang Capital, LPForm D, previous Jun 23, 2023 sec.gov
- Aug 2, 2019Lost Marketer: STIFEL, NICOLAUS & COMPANY, INCORPORATED replaced this provider at HSE Hydro Nh Co-Invest Fund, L.P. and 1 more of the same manager’s funds · Hull Street EnergyForm ADV, previous Mar 30, 2019 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 11 venture funds, 0.0% of the venture funds with a placement agent on record. Won 0 and lost 2 adviser decisions from 2024 to 2026: a net loss of 2.
Who it serves, by manager type
| Funds | Managers | |
|---|---|---|
| Not classified | 12 | 6 |
| Institutional venture firm | 4 | 3 |
By fund size
| Funds | Managers | |
|---|---|---|
| Under $25M | 2 | 2 |
| $25M to $100M | 3 | 3 |
| $100M to $500M | 9 | 6 |
| $500M and over | 2 | 2 |
By manager state
| Funds | Managers | |
|---|---|---|
| Texas | 1 | 1 |
Adviser decisions by year
| Filing year | Won (funds) | Lost (funds) | By acquisition |
|---|---|---|---|
| 2024 | 0 (0) | 2 (2) | none |
Where it wins and loses: manager type
| Won | Lost | |
|---|---|---|
| Not classified | 0 | 2 |
Fund size
| Won | Lost | |
|---|---|---|
| $100M to $500M | 0 | 2 |
Loses most often to
- STIFEL, NICOLAUS & COMPANY, INCORPORATED2 decisions, 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
- Mar 29, 2016
- Latest filing
- Sep 15, 2026
- CRD
- 31170
- SEC file number
- 8-46718
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.