This provider
The service provider's name, 83 additional funds served, 2 provider changes
Every relationship, signal and contact on this record, with the source on each.
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What matters now
- 0 / 1decisions won / lost
In the last 12 months advisers moved 0 funds to this provider (0 decisions) and 19 away (1 decision).
One adviser moving many vehicles on one filing is counted as one decision.
DerivedForm ADV and Form D filings, consecutive filings compared - Lost19 funds
Crosslink Capital, Inc. moved 19 funds from this provider to Morgan Stanley as prime broker.
A client that left; the filing names who replaced this provider.
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 |
|---|---|---|---|---|---|
| FTV Viii, L.P. | FTV Capital | Marketer | unknown | $3.3B | Form ADV Jan 2, 2026 reports.adviserinfo.sec.gov |
| The Evolution Technology Fund III, L.P. | Evolution Equity Partners | Placement agent | 2022 | $1.4B | Form D Apr 18, 2024 sec.gov |
| LCV Fund Viii, L.P. | LCV Blockchain Management, LLC | Placement agent | 2021 | $820M | Form D May 4, 2022 sec.gov |
Managers served
- FTV Capital2 funds, $4.0B reported gross assets
- Evolution Equity Partners1 fund, $1.4B reported gross assets
- Stepstone Group LP5 funds, $875M reported gross assets
Change history
- Mar 27, 2026Lost Prime broker: Morgan Stanley replaced this provider at Crosslink Ventures Ix-B, L.P and 18 more of the same manager’s funds · Crosslink Capital, Inc.Form ADV, previous Mar 28, 2025 reports.adviserinfo.sec.gov
- Mar 31, 2025Won Marketer: this provider, IROISE PARTNERS replaced PJT Partners LP at Stonepeak Core Fund (lux) Scsp · StonepeakForm ADV, previous Feb 12, 2025 reports.adviserinfo.sec.gov
- Mar 5, 2024Won Placement agent: this provider replaced EATON PARTNERS, LLC 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
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 43 venture funds, 0.1% of the venture funds with a placement agent on record. Won 3 and lost 1 adviser decisions from 2024 to 2026: a net gain of 2.
Who it serves, by manager type
| Funds | Managers | |
|---|---|---|
| Not classified | 27 | 10 |
| Multi-stage venture firm | 15 | 3 |
| Institutional venture firm | 12 | 8 |
| Syndicate platform | 11 | 1 |
| Corporate venture | 9 | 2 |
| Candidate | 1 | 1 |
By fund size
| Funds | Managers | |
|---|---|---|
| Under $25M | 26 | 4 |
| $25M to $100M | 16 | 12 |
| $100M to $500M | 19 | 12 |
| $500M and over | 14 | 8 |
By manager state
| Funds | Managers | |
|---|---|---|
| California | 19 | 3 |
| New York | 6 | 3 |
| Florida | 3 | 3 |
| Texas | 1 | 1 |
Adviser decisions by year
| Filing year | Won (funds) | Lost (funds) | By acquisition |
|---|---|---|---|
| 2026 | 0 (0) | 1 (19) | none |
| 2025 | 1 (1) | 0 (0) | none |
| 2024 | 2 (2) | 0 (0) | none |
Where it wins and loses: manager type
| Won | Lost | |
|---|---|---|
| Not classified | 3 | 0 |
| Multi-stage venture firm | 0 | 1 |
Fund size
| Won | Lost | |
|---|---|---|
| $25M to $100M | 1 | 0 |
| $100M to $500M | 2 | 1 |
Manager state
| Won | Lost | |
|---|---|---|
| California | 0 | 1 |
Loses most often to
- Morgan Stanley1 decision, 19 funds
Wins most often from
- EATON PARTNERS, LLC2 decisions, 2 funds
- PJT Partners LP1 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 29, 2012
- Latest filing
- Sep 4, 2026
- CRD
- 793
- SEC file number
- 8-1447, 801-10746
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.