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 |
|---|---|---|---|---|---|
| Venture Opportunity I | Scala Capital LLC | Custodian | unknown | $1.8M | Form ADV Jan 30, 2026 reports.adviserinfo.sec.gov |
| Venture Opportunity I Segregated Portfolio | Scala Capital LLC | Custodian | 2022 | not reported | Form ADV Jan 30, 2026 reports.adviserinfo.sec.gov |
- Scala Capital LLC2 funds, $1.8M reported gross assets
- Mar 31, 2025Lost Custodian: CENTENNIAL BANK replaced this provider at Natural Capital Fund II, L.P. · Natural CapitalForm ADV, previous Aug 1, 2024 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. Won 0 and lost 1 adviser decisions from 2024 to 2026: a net loss of 1.
Who it serves, by manager type
| Funds | Managers | |
|---|---|---|
| Private equity with venture activity | 2 | 1 |
By fund size
| Funds | Managers | |
|---|---|---|
| Under $25M | 2 | 1 |
By manager state
| Funds | Managers | |
|---|---|---|
| Florida | 2 | 1 |
Adviser decisions by year
| Filing year | Won (funds) | Lost (funds) | By acquisition |
|---|---|---|---|
| 2025 | 0 (0) | 1 (1) | none |
Where it wins and loses: manager type
| Won | Lost | |
|---|---|---|
| Candidate | 0 | 1 |
Fund size
| Won | Lost | |
|---|---|---|
| $100M to $500M | 0 | 1 |
Manager state
| Won | Lost | |
|---|---|---|
| Arkansas | 0 | 1 |
Loses most often to
- lei-549300befx6jrscs5n781 decision, 1 fund
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.
The managers to call are listed by name for a reader with the venture graph. See the custodian opportunity list
- First named
- Mar 1, 2022
- Latest filing
- Jan 30, 2026
- LEI
- 549300VYK2WBD7SST478
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.