This provider
The service provider's name, 12 additional funds served, 3 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.
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 |
|---|---|---|---|---|---|
| Viewpoint Ventures Fund I, LP | Viewpoint Ventures | Marketer | unknown | $197M | Form ADV Mar 26, 2026 reports.adviserinfo.sec.gov |
| SKK Ventures, LLC Series Wg5 | Shepherd Kaplan Krochuk, LLC | Marketer | 2022 | $2.3M | Form ADV Mar 31, 2026 reports.adviserinfo.sec.gov |
| SKK 9i Ventures, LLC Series At0 | Shepherd Kaplan Krochuk, LLC | Marketer | 2023 | $1.3M | Form ADV Mar 31, 2026 reports.adviserinfo.sec.gov |
Managers served
- Viewpoint Ventures1 fund, $197M reported gross assets
- Shepherd Kaplan Krochuk, LLC12 funds, $3.5M reported gross assets
- Sali Fund Services1 fund
Change history
- 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, Old City Securities, LLC, PCF Capital Markets, LLC, this provider 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, Old City Securities, LLC, this provider 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, Old City Securities, LLC, this provider at SKK Ventures Qp, LLC Series Wg4 · Shepherd Kaplan Krochuk, LLCForm D, previous Apr 28, 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 8 venture funds, 0.0% of the venture funds with a placement agent 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 | 13 | 2 |
| Not classified | 1 | 1 |
By fund size
| Funds | Managers | |
|---|---|---|
| Under $25M | 9 | 1 |
| $25M to $100M | 3 | 2 |
| $100M to $500M | 2 | 2 |
By manager state
| Funds | Managers | |
|---|---|---|
| Massachusetts | 12 | 1 |
| New York | 1 | 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.
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 30, 2022
- Latest filing
- Mar 31, 2026
- CRD
- 37157
- SEC file number
- 8-47639
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.