This provider

Venture fund custodian· LAKE FOREST, Illinois
Venture funds served
17
Managers served
1
Won / lost, 12 months
0 / 0
decisions, one per adviser filing
Custodian · 17
As of · the latest filing that names this provider for a venture fund

The service provider's name, 14 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
17 venture funds on the latest filings, largest reported gross assets first
FundManagerRoleVintageGross assetsLatest filing
Origin Ventures VI L.P.Origin Ventures Group, LLCCustodian2024$111MForm ADV Mar 30, 2026 reports.adviserinfo.sec.gov
Origin Ventures V, L.P.Origin Ventures Group, LLCCustodian2020$94.9MForm ADV Mar 30, 2026 reports.adviserinfo.sec.gov
Origin Ventures IV, L.P.Origin Ventures Group, LLCCustodian2016$70.4MForm ADV Mar 30, 2026 reports.adviserinfo.sec.gov
Managers served
1 manager; the largest by the gross assets of the funds this provider serves for them
Change history
Funds that moved to or away from this provider, newest filing first; one row per adviser decision
No fund has switched to or away from this provider on the filings read.
Competitive position
Who it serves, and where advisers move funds to it or away from it

Named as custodian on 17 venture funds, 0.0% of the venture funds with a custodian on record. No adviser has switched to or away from this provider on the filings read.

Who it serves, by manager type

FundsManagers
Multi-stage venture firm161
Not classified10

By fund size

FundsManagers
Under $25M141
$25M to $100M21
$100M to $500M11

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
Managers with a new trigger for a custodian, from the provider opportunity list

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 15, 2024
Latest filing
Mar 30, 2026
LEI
5493004MWCDBCBTXE044

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.

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