This provider
The service provider's name, 29 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 |
|---|---|---|---|---|---|
| Stepstone Vc Opportunities VI, L.P. | Stepstone Group LP | Marketer | 2019 | $551M | Form ADV Jul 30, 2026 reports.adviserinfo.sec.gov |
| Stepstone Vc Opportunities VI, L.P. | Stepstone Group LP | Placement agent | 2019 | $551M | Form D Nov 2, 2020 sec.gov |
| Unicorn Partners Fund III, L.P. | Unicorn Capital Partners | Placement agent | 2019 | $433M | date not on record sec.gov |
Managers served
- Stepstone Group LP5 funds, $1.1B reported gross assets
- Unicorn Capital Partners1 fund, $433M reported gross assets
- SV Health Investors, LLC1 fund, $410M reported gross assets
Change history
- Mar 28, 2024Won Marketer: this provider replaced MOSAIC ADVISORS at SV Life Sciences Fund IV Cf, L.P. · SV Health Investors, LLCForm ADV, previous Mar 30, 2023 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 18 venture funds, 0.1% of the venture funds with a placement agent on record. Won 1 and lost 0 adviser decisions from 2024 to 2026: a net gain of 1.
Who it serves, by manager type
| Funds | Managers | |
|---|---|---|
| Not classified | 13 | 3 |
| Corporate venture | 5 | 1 |
| Multi-stage venture firm | 3 | 3 |
| Institutional venture firm | 3 | 3 |
By fund size
| Funds | Managers | |
|---|---|---|
| Under $25M | 1 | 1 |
| $25M to $100M | 8 | 3 |
| $100M to $500M | 11 | 9 |
| $500M and over | 4 | 2 |
By manager state
| Funds | Managers | |
|---|---|---|
| California | 5 | 1 |
| Massachusetts | 2 | 2 |
Adviser decisions by year
| Filing year | Won (funds) | Lost (funds) | By acquisition |
|---|---|---|---|
| 2024 | 1 (1) | 0 (0) | none |
Where it wins and loses: manager type
| Won | Lost | |
|---|---|---|
| Multi-stage venture firm | 1 | 0 |
Fund size
| Won | Lost | |
|---|---|---|
| $100M to $500M | 1 | 0 |
Manager state
| Won | Lost | |
|---|---|---|
| Massachusetts | 1 | 0 |
Loses most often to
No adviser moved a fund from this provider in the last three years.
Wins most often from
- crd-1649131 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 19, 2020
- Latest filing
- Aug 25, 2026
- CRD
- 36399
- SEC file number
- 8-47248
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.