This provider
The service provider's name, 24 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 |
|---|---|---|---|---|---|
| Relevance Capital IV, LP | Relevance Capital Management, LLC | Custodian | 2018 | $74.6M | Form ADV Mar 27, 2026 reports.adviserinfo.sec.gov |
| Jumpstart Nova Fund I, LP | Jumpstart Health Investors | Custodian | 2020 | $60.1M | Form ADV Aug 14, 2026 reports.adviserinfo.sec.gov |
| RV II The Wellness Fund LP | Relevance Capital Management, LLC | Custodian | unknown | $46.5M | Form ADV Mar 27, 2026 reports.adviserinfo.sec.gov |
Managers served
- Jumpstart Health Investors17 funds, $140M reported gross assets
- Relevance Capital Management, LLC3 funds, $123M reported gross assets
- Friale Management Company LLC1 fund, $26.7M reported gross assets
Change history
- Mar 25, 2024Won Custodian: this provider replaced First Citizens Bank at Jumpstart 2023, LLC · Jumpstart Health InvestorsForm ADV, previous May 8, 2023 sec.gov
- Mar 29, 2019Rename Custodian: this provider replaced this provider, SUNTRUST BANK at TVV Capital Partners III, L.P. · TVV CapitalForm ADV, previous Jun 28, 2018 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 27 venture funds, 0.1% of the venture funds with a custodian on record. Won 1 and lost 0 adviser decisions from 2024 to 2026: a net gain of 1.
Who it serves, by manager type
| Funds | Managers | |
|---|---|---|
| Seed fund manager | 17 | 1 |
| Not classified | 5 | 1 |
| Institutional venture firm | 3 | 1 |
| Micro VC | 2 | 2 |
By fund size
| Funds | Managers | |
|---|---|---|
| Under $25M | 19 | 4 |
| $25M to $100M | 7 | 4 |
| $100M to $500M | 1 | 1 |
By manager state
| Funds | Managers | |
|---|---|---|
| Tennessee | 22 | 4 |
Adviser decisions by year
| Filing year | Won (funds) | Lost (funds) | By acquisition |
|---|---|---|---|
| 2024 | 1 (1) | 0 (0) | none |
Where it wins and loses: manager type
| Won | Lost | |
|---|---|---|
| Seed fund manager | 1 | 0 |
Fund size
| Won | Lost | |
|---|---|---|
| Under $25M | 1 | 0 |
Manager state
| Won | Lost | |
|---|---|---|
| Tennessee | 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, 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
- Jun 28, 2018
- Latest filing
- Aug 14, 2026
- LEI
- 549300CDOC4F7XSRG390
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.