This provider
The service provider's name, 93 additional funds served, 9 provider changes
Every relationship, signal and contact on this record, with the source on each.
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What matters now
- Won1 fund
Transpose Platform Management, LLC moved a fund to this provider as custodian, from Bank of America.
A new client relationship, first shown on this filing.
- Won2 funds
Drive Capital LLC moved 2 funds to this provider as custodian, from First Citizens Bank.
A new client relationship, first shown on this filing.
- 2 / 0decisions won / lost
In the last 12 months advisers moved 3 funds to this provider (2 decisions) 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
A 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 |
|---|---|---|---|---|---|
| Drive Capital Overdrive Fund II, L.P. | Drive Capital LLC | Custodian | 2022 | $1.1B | Form ADV Jun 17, 2026 reports.adviserinfo.sec.gov |
| Drive Capital Fund I, L.P. | Drive Capital LLC | Custodian | 2013 | $691M | Form ADV Jun 17, 2026 reports.adviserinfo.sec.gov |
| Drive Capital Overdrive Fund I, L.P. | Drive Capital LLC | Custodian | 2019 | $499M | Form ADV Jun 17, 2026 reports.adviserinfo.sec.gov |
- Drive Capital LLC21 funds, $4.4B reported gross assets
- Transpose Platform Management, LLC48 funds, $1.3B reported gross assets
- Alpaca3 funds, $115M reported gross assets
- Mar 31, 2026Won Custodian: Silicon Valley Bank, this provider replaced Bank of America at TI Platform Ssf Spv-B, L.P. · Transpose Platform Management, LLCForm ADV, previous Nov 28, 2025 reports.adviserinfo.sec.gov
- Mar 27, 2026Won Custodian: this provider replaced First Citizens Bank at Drive Capital Atlanta Seed Fund I, L.P. and 1 more of the same manager’s funds · Drive Capital LLCForm ADV, previous Apr 17, 2025 reports.adviserinfo.sec.gov
- Mar 28, 2024Rename Custodian: this provider replaced BMO BANK at Cercano Integrity Venture Capital LP · Cercano Management LLCone firm family on both sides (vc_provider_family_key)Form ADV, previous Feb 12, 2024 sec.gov
A 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 96 venture funds, 0.2% of the venture funds with a custodian on record. Won 3 and lost 0 adviser decisions from 2024 to 2026: a net gain of 3.
Who it serves, by manager type
| Funds | Managers | |
|---|---|---|
| Institutional venture firm | 51 | 2 |
| Multi-stage venture firm | 21 | 1 |
| Not classified | 18 | 3 |
| Private equity with venture activity | 3 | 2 |
| Candidate | 3 | 2 |
By fund size
| Funds | Managers | |
|---|---|---|
| Under $25M | 43 | 6 |
| $25M to $100M | 28 | 5 |
| $100M to $500M | 23 | 6 |
| $500M and over | 2 | 1 |
By manager state
| Funds | Managers | |
|---|---|---|
| Texas | 48 | 1 |
| Ohio | 21 | 1 |
| New York | 5 | 2 |
| Minnesota | 3 | 2 |
| Washington | 1 | 1 |
Adviser decisions by year
| Filing year | Won (funds) | Lost (funds) | By acquisition |
|---|---|---|---|
| 2026 | 2 (3) | 0 (0) | none |
| 2024 | 1 (1) | 0 (0) | none |
| 2023 | 4 (33) | 0 (0) | none |
Where it wins and loses: manager type
| Won | Lost | |
|---|---|---|
| Institutional venture firm | 1 | 0 |
| Multi-stage venture firm | 1 | 0 |
| Not classified | 1 | 0 |
Fund size
| Won | Lost | |
|---|---|---|
| Under $25M | 1 | 0 |
| $25M to $100M | 2 | 0 |
Manager state
| Won | Lost | |
|---|---|---|
| Ohio | 1 | 0 |
| Texas | 1 | 0 |
Loses most often to
No adviser moved a fund from this provider in the last three years.
Wins most often from
- First Citizens Bank1 decision, 2 funds
- Bank of America1 decision, 1 fund
- Western Alliance / Bridge Bank1 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.
The managers to call are listed by name for a reader with the venture graph. See the custodian opportunity list
- First named
- Dec 5, 2017
- Latest filing
- Jul 1, 2026
- LEI
- 3Y4U8VZURTYWI1W2K376
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: 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.