This provider
The service provider's name, 38 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 |
|---|---|---|---|---|---|
| Pine Brook Capital Partners II LP | Pine Brook | Placement agent | 2012 | $1.3B | date not on record sec.gov |
| Coral Tree Partners, LP | Coral Tree Management, LP | Marketer | 2021 | $293M | Form ADV Apr 30, 2026 reports.adviserinfo.sec.gov |
| Coral Tree Partners, LP | Coral Tree Management, LP | Placement agent | 2021 | $293M | Form D Jun 7, 2021 sec.gov |
Managers served
- Pine Brook2 funds, $1.3B reported gross assets
- Coral Tree Management, LP1 fund, $293M reported gross assets
- ABS Cp, Inc.2 funds, $254M reported gross assets
Change history
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. No adviser has switched to or away from this provider on the filings read.
Who it serves, by manager type
| Funds | Managers | |
|---|---|---|
| Not classified | 20 | 8 |
| Institutional venture firm | 11 | 5 |
| Micro VC | 4 | 2 |
| Multi-stage venture firm | 3 | 1 |
| Candidate | 2 | 1 |
By fund size
| Funds | Managers | |
|---|---|---|
| Under $25M | 19 | 10 |
| $25M to $100M | 3 | 3 |
| $100M to $500M | 9 | 6 |
| $500M and over | 9 | 5 |
By manager state
| Funds | Managers | |
|---|---|---|
| California | 8 | 4 |
| New York | 7 | 3 |
| District of Columbia | 2 | 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 23, 2012
- Latest filing
- Jul 6, 2026
- CRD
- 816
- SEC file number
- 8-422, 801-56264
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.