This provider
The service provider's name, 12 additional funds served, 2 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
- Won3 funds
Also Capital Management LLC moved 3 funds to this provider as custodian, from JPMorgan.
A new client relationship, first shown on this filing.
- 1 / 0decisions won / lost
In the last 12 months advisers moved 3 funds to this provider (1 decision) 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
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 |
|---|---|---|---|---|---|
| Resolve Growth Partners Fund I, LP | Resolve Growth Partners Management Co., LLC | Custodian | 2019 | $184M | Form ADV Mar 27, 2026 reports.adviserinfo.sec.gov |
| Resolve Growth Partners Fund II, LP | Resolve Growth Partners Management Co., LLC | Custodian | 2023 | $123M | Form ADV Mar 27, 2026 reports.adviserinfo.sec.gov |
| Detroit Venture Partners LP | Detroit Venture Partners LP | Custodian | 2013 | $56.1M | Form ADV Mar 17, 2026 reports.adviserinfo.sec.gov |
Managers served
- Resolve Growth Partners Management Co., LLC7 funds, $356M reported gross assets
- Also Capital Management LLC5 funds, $94.8M reported gross assets
- Detroit Venture Partners LP1 fund, $56.1M reported gross assets
Change history
- Mar 30, 2026Won Custodian: PIERMONT BANK, GRASSHOPPER BANK, N.A., this provider replaced JPMorgan at AC Varda I LLC and 2 more of the same manager’s funds · Also Capital Management LLCForm ADV, previous Jan 2, 2025 reports.adviserinfo.sec.gov
- Mar 27, 2026Rename Custodian: this provider replaced COMERICA BANK, FIRST-CITIZENS BANK & TRUST COMPANY at Resolve Growth Partners Fund I, LP and 3 more of the same manager’s funds · Resolve Growth Partners Management Co., LLCForm ADV, previous Mar 26, 2025 reports.adviserinfo.sec.gov
- Mar 21, 2024Rename Custodian: CITIZENS BANK, NATIONAL ASSOCIATION replaced this provider, FIRST REPUBLIC BANK, this provider at Deciens Capital Fund 2023, L.P. · Deciens CapitalForm ADV, previous Mar 28, 2023 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 15 venture funds, 0.0% 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 | |
|---|---|---|
| Growth investor | 7 | 1 |
| Institutional venture firm | 6 | 2 |
| Candidate | 2 | 2 |
By fund size
| Funds | Managers | |
|---|---|---|
| Under $25M | 8 | 3 |
| $25M to $100M | 4 | 3 |
| $100M to $500M | 2 | 1 |
| $500M and over | 1 | 1 |
By manager state
| Funds | Managers | |
|---|---|---|
| Maryland | 7 | 1 |
| New York | 5 | 1 |
| Illinois | 2 | 2 |
| Michigan | 1 | 1 |
Adviser decisions by year
| Filing year | Won (funds) | Lost (funds) | By acquisition |
|---|---|---|---|
| 2026 | 1 (3) | 0 (0) | none |
| 2023 | 0 (0) | 0 (0) | 4 in, 0 out |
Where it wins and loses: manager type
| Won | Lost | |
|---|---|---|
| Institutional venture firm | 1 | 0 |
Fund size
| Won | Lost | |
|---|---|---|
| Under $25M | 1 | 0 |
Manager state
| Won | Lost | |
|---|---|---|
| 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
- JPMorgan1 decision, 3 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. By acquisition (a succession, never counted as won or lost): 4 in (10 funds), 0 out (0 funds).
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
- May 28, 2019
- Latest filing
- Jul 31, 2026
- LEI
- QFROUN1UWUYU0DVIWD51
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.