This provider
The service provider's name, 149 additional funds served, 16 provider changes
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
Story Ventures moved a fund to this provider as custodian, from Silicon Valley Bank.
A new client relationship, first shown on this filing.
- Lost1 fund
Lewis & Clark Partners, LLC moved a fund from this provider to BANC OF CALIFORNIA as custodian.
A client that left; the filing names who replaced this provider.
- 1 / 1decisions won / lost
In the last 12 months advisers moved 1 fund to this provider (1 decision) and 1 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
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 |
|---|---|---|---|---|---|
| Oncology Impact Fund 2, L.P. | MPM Bioimpact | Custodian | 2020 | $1.0B | Form ADV Apr 28, 2026 reports.adviserinfo.sec.gov |
| MPM Bioventures 2018, L.P. | MPM Bioimpact | Custodian | 2018 | $483M | Form ADV Apr 28, 2026 reports.adviserinfo.sec.gov |
| MPM Bioventures 2022, L.P. | MPM Bioimpact | Custodian | 2022 | $351M | Form ADV Apr 28, 2026 reports.adviserinfo.sec.gov |
- MPM Bioimpact21 funds, $2.1B reported gross assets
- Collaborative Fund Management LLC14 funds, $880M reported gross assets
- Contrary LLC12 funds, $432M reported gross assets
- Mar 30, 2026Won Custodian: this provider replaced Silicon Valley Bank at Story Ventures Pilot Vehicle V, LLC · Story VenturesForm ADV, previous Mar 28, 2025 reports.adviserinfo.sec.gov
- Mar 27, 2026Lost Custodian: BANC OF CALIFORNIA replaced Wells Fargo, this provider at Lewis & Clark Ventures I, LP · Lewis & Clark Partners, LLCForm ADV, previous Mar 28, 2025 reports.adviserinfo.sec.gov
- Mar 31, 2025Succession Custodian: BANC OF CALIFORNIA replaced this provider at Parafi Private Opportunities - Series I Qp and 2 more of the same manager’s funds · Parafi Capital LPForm ADV, previous Feb 20, 2025 reports.adviserinfo.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 152 venture funds, 0.3% of the venture funds with a custodian on record. Won 1 and lost 2 adviser decisions from 2024 to 2026: a net loss of 1.
Who it serves, by manager type
| Funds | Managers | |
|---|---|---|
| Institutional venture firm | 77 | 11 |
| Multi-stage venture firm | 43 | 7 |
| Private equity with venture activity | 14 | 2 |
| Candidate | 10 | 1 |
| Micro VC | 5 | 2 |
| Seed fund manager | 2 | 2 |
By fund size
| Funds | Managers | |
|---|---|---|
| Under $25M | 103 | 22 |
| $25M to $100M | 32 | 13 |
| $100M to $500M | 16 | 9 |
| $500M and over | 1 | 1 |
By manager state
| Funds | Managers | |
|---|---|---|
| New York | 50 | 6 |
| Massachusetts | 29 | 4 |
| California | 14 | 2 |
| Georgia | 12 | 1 |
| Illinois | 10 | 1 |
| District of Columbia | 4 | 1 |
Adviser decisions by year
| Filing year | Won (funds) | Lost (funds) | By acquisition |
|---|---|---|---|
| 2026 | 1 (1) | 1 (1) | none |
| 2025 | 0 (0) | 1 (5) | 1 in, 2 out |
| 2024 | 0 (0) | 0 (0) | 0 in, 4 out |
Where it wins and loses: manager type
| Won | Lost | |
|---|---|---|
| Institutional venture firm | 1 | 2 |
Fund size
| Won | Lost | |
|---|---|---|
| Under $25M | 1 | 0 |
| $25M to $100M | 0 | 2 |
Manager state
| Won | Lost | |
|---|---|---|
| Massachusetts | 0 | 1 |
| Missouri | 0 | 1 |
| New York | 1 | 0 |
Loses most often to
- BANC OF CALIFORNIA1 decision, 5 funds
- JPMorgan1 decision, 5 funds
- BANC OF CALIFORNIA1 decision, 1 fund
Wins most often from
- Silicon Valley 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. By acquisition (a succession, never counted as won or lost): 1 in (3 funds), 6 out (26 funds).
The managers to call are listed by name for a reader with the venture graph. See the custodian opportunity list
- First named
- Mar 27, 2018
- Latest filing
- Aug 27, 2026
- LEI
- 549300A7DTSCJLJ33451
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.