This provider
The service provider's name, 207 additional funds served, 6 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
- Won5 funds
Archer Venture Capital Management LLC moved 5 funds to this provider as custodian, from First Citizens Bank.
A new client relationship, first shown on this filing.
- Won1 fund
Collective Global Management, L.P. moved a fund to this provider as custodian, from JPMorgan.
A new client relationship, first shown on this filing.
- 4 / 0decisions won / lost
In the last 12 months advisers moved 19 funds to this provider (4 decisions) and 0 away (0 decisions).
One adviser moving many vehicles on one filing is counted as one decision.
DerivedForm ADV and Form D filings, consecutive filings compared - Won12 funds
Arthur Ventures moved 12 funds to this provider as custodian, from BELL BANK.
A new client relationship, first shown on this filing.
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 |
|---|---|---|---|---|---|
| Tribe Capital Fund III, LP | Tribe Capital | Custodian | 2022 | $469M | Form ADV Aug 26, 2026 reports.adviserinfo.sec.gov |
| Smith Point Capital Fund I, L.P. | Smith Point Capital, LLC | Custodian | unknown | $457M | Form ADV Mar 31, 2026 reports.adviserinfo.sec.gov |
| Arthur Ventures 2020, LP | Arthur Ventures | Custodian | 2019 | $447M | Form ADV Apr 21, 2026 reports.adviserinfo.sec.gov |
- Tribe Capital77 funds, $3.5B reported gross assets
- Arthur Ventures16 funds, $2.5B reported gross assets
- South Park Commons Management7 funds, $1.2B reported gross assets
- Mar 31, 2026Won Custodian: this provider, RAYMOND JAMES & ASSOCIATES, INC. replaced First Citizens Bank at AVC Iii-A Fr Cuna, LLC and 4 more of the same manager’s funds · Archer Venture Capital Management LLCForm ADV, previous Aug 18, 2025 reports.adviserinfo.sec.gov
- Mar 31, 2026Won Custodian: this provider replaced BELL BANK at Arthur Ventures Growth II, LP and 11 more of the same manager’s funds · Arthur VenturesForm ADV, previous Mar 31, 2025 reports.adviserinfo.sec.gov
- Mar 30, 2026Won Custodian: First Citizens Bank, this provider replaced JPMorgan at Collective Global Fund I, L.P. · Collective Global Management, L.P.Form ADV, previous Mar 11, 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 210 venture funds, 0.4% of the venture funds with a custodian on record. Won 7 and lost 0 adviser decisions from 2024 to 2026: a net gain of 7.
Who it serves, by manager type
| Funds | Managers | |
|---|---|---|
| Institutional venture firm | 139 | 14 |
| Multi-stage venture firm | 48 | 7 |
| Not classified | 15 | 2 |
| Candidate | 7 | 2 |
| Corporate venture | 1 | 1 |
By fund size
| Funds | Managers | |
|---|---|---|
| Under $25M | 103 | 19 |
| $25M to $100M | 53 | 17 |
| $100M to $500M | 52 | 20 |
| $500M and over | 2 | 1 |
By manager state
| Funds | Managers | |
|---|---|---|
| California | 35 | 7 |
| Texas | 24 | 3 |
| Minnesota | 16 | 1 |
| New York | 10 | 2 |
| Maryland | 8 | 2 |
| Pennsylvania | 7 | 1 |
Adviser decisions by year
| Filing year | Won (funds) | Lost (funds) | By acquisition |
|---|---|---|---|
| 2026 | 4 (19) | 0 (0) | none |
| 2025 | 2 (15) | 0 (0) | none |
| 2024 | 1 (1) | 0 (0) | none |
| 2023 | 1 (1) | 0 (0) | none |
Where it wins and loses: manager type
| Won | Lost | |
|---|---|---|
| Institutional venture firm | 3 | 0 |
| Multi-stage venture firm | 3 | 0 |
| Candidate | 1 | 0 |
Fund size
| Won | Lost | |
|---|---|---|
| Under $25M | 2 | 0 |
| $25M to $100M | 1 | 0 |
| $100M to $500M | 4 | 0 |
Manager state
| Won | Lost | |
|---|---|---|
| California | 2 | 0 |
| Maryland | 1 | 0 |
| Minnesota | 1 | 0 |
| New York | 1 | 0 |
Loses most often to
No adviser moved a fund from this provider in the last three years.
Wins most often from
- First Republic Bank2 decisions, 15 funds
- First Citizens Bank2 decisions, 6 funds
- JPMorgan2 decisions, 2 funds
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
- Sep 3, 2021
- Latest filing
- Aug 26, 2026
- LEI
- JY55GUVP9NLVWS4QEU03
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.