This provider
The service provider's name
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.
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 |
|---|---|---|---|---|---|
| Coral Tree Partners, LP | Coral Tree Management, LP | Custodian | 2021 | $293M | Form ADV Apr 30, 2026 reports.adviserinfo.sec.gov |
| Coral Tree Luminary Co-Invest LP | Coral Tree Management, LP | Custodian | unknown | not reported | Form ADV Apr 30, 2026 reports.adviserinfo.sec.gov |
- Coral Tree Management, LP2 funds, $293M reported gross assets
- Apr 30, 2026Succession Custodian: this provider, this provider replaced FIRST REPUBLIC BANK at Coral Tree Luminary Co-Invest LP · Coral Tree Management, LPForm ADV, previous Mar 31, 2026 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 2 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
| Funds | Managers | |
|---|---|---|
| Institutional venture firm | 2 | 1 |
By fund size
| Funds | Managers | |
|---|---|---|
| Under $25M | 1 | 1 |
| $100M to $500M | 1 | 1 |
By manager state
| Funds | Managers | |
|---|---|---|
| California | 2 | 1 |
Adviser decisions by year
| Filing year | Won (funds) | Lost (funds) | By acquisition |
|---|---|---|---|
| 2026 | 0 (0) | 0 (0) | 1 in, 0 out |
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. By acquisition (a succession, never counted as won or lost): 1 in (1 funds), 0 out (0 funds).
The managers to call are listed by name for a reader with the venture graph. See the custodian opportunity list
- First named
- Mar 31, 2026
- Latest filing
- Apr 30, 2026
- LEI
- 549300HJY3GV6MOYND80
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.