This provider
The service provider's name, 28 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.
What matters now
- Won1 fund
Future Positive moved a fund to this provider as custodian, from JPMorgan.
A new client relationship, first shown on this filing.
- 1 / 0decisions won / lost
In the last 12 months advisers moved 1 fund to this provider (1 decision) and 0 away (0 decisions).
One adviser moving many vehicles on one filing is counted as one decision.
DerivedForm ADV and Form D filings, consecutive filings compared
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 |
|---|---|---|---|---|---|
| Fund 895237 | Dcm | Custodian | 2016 | $1.2B | Form ADV Mar 31, 2026 reports.adviserinfo.sec.gov |
| August Capital VII, L.P. | Lobby Capital and August Capital | Custodian | 2015 | $1.1B | Form ADV Mar 30, 2026 reports.adviserinfo.sec.gov |
| Fund 428156 | Dcm | Custodian | 2019 | $744M | Form ADV Mar 31, 2026 reports.adviserinfo.sec.gov |
Managers served
- Dcm14 funds, $2.6B reported gross assets
- Lobby Capital and August Capital6 funds, $2.0B reported gross assets
- Chemistry Ventures Management, LLC1 fund, $383M reported gross assets
Change history
- Mar 31, 2026Won Custodian: this provider replaced JPMorgan at Future Positive Climate III L.P. · Future PositiveForm ADV, previous Nov 6, 2025 reports.adviserinfo.sec.gov
- Mar 28, 2024Won Custodian: this provider replaced First Republic Bank at Genrock Investment Fund I, LP · Genrock Capital Management, LPForm ADV, previous Mar 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 custodian on 31 venture funds, 0.1% of the venture funds with a custodian on record. Won 2 and lost 0 adviser decisions from 2024 to 2026: a net gain of 2.
Who it serves, by manager type
| Funds | Managers | |
|---|---|---|
| Institutional venture firm | 20 | 4 |
| Multi-stage venture firm | 6 | 1 |
| Micro VC | 3 | 2 |
| Not classified | 1 | 0 |
| Candidate | 1 | 1 |
By fund size
| Funds | Managers | |
|---|---|---|
| Under $25M | 11 | 5 |
| $25M to $100M | 9 | 4 |
| $100M to $500M | 8 | 4 |
| $500M and over | 3 | 2 |
By manager state
| Funds | Managers | |
|---|---|---|
| California | 22 | 4 |
| New York | 5 | 2 |
| Florida | 1 | 1 |
Adviser decisions by year
| Filing year | Won (funds) | Lost (funds) | By acquisition |
|---|---|---|---|
| 2026 | 1 (1) | 0 (0) | none |
| 2024 | 1 (1) | 0 (0) | none |
Where it wins and loses: manager type
| Won | Lost | |
|---|---|---|
| Candidate | 1 | 0 |
| Institutional venture firm | 1 | 0 |
Fund size
| Won | Lost | |
|---|---|---|
| Under $25M | 1 | 0 |
| $25M to $100M | 1 | 0 |
Manager state
| Won | Lost | |
|---|---|---|
| Florida | 1 | 0 |
| New York | 1 | 0 |
Loses most often to
No adviser moved a fund from this provider in the last three years.
Wins most often from
- First Republic Bank1 decision, 1 fund
- JPMorgan1 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 custodian opportunity list
Filing evidence
- First named
- Mar 27, 2024
- Latest filing
- Aug 31, 2026
- LEI
- 2138004JDDA4ZQUPFW65
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
Ask: Which venture funds switched custodian to or away from this provider in the last 12 months?
A provider can be followed from its named record.