This provider
The service provider's name, 16 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.
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 |
|---|---|---|---|---|---|
| WCM Partners Altamar, LP | WCM Investment Management | Custodian | 2025 | $284M | Form ADV Aug 31, 2026 reports.adviserinfo.sec.gov |
| WCM Partners Spv II LP | WCM Investment Management | Custodian | 2024 | not reported | Form ADV Aug 31, 2026 reports.adviserinfo.sec.gov |
| WCM Focused Global Growth Fund LP | WCM Investment Management | Custodian | 2016 | not reported | Form ADV Aug 31, 2026 reports.adviserinfo.sec.gov |
- WCM Investment Management15 funds, $284M reported gross assets
- Tower Arch Capital2 funds
- Fifth Partners Management, LLC1 fund
- Mar 21, 2024Won Custodian: this provider replaced Silicon Valley Bank at Tower Arch Partners I (q), LP and 1 more of the same manager’s funds · Tower Arch CapitalForm ADV, previous Mar 24, 2023 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 19 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 | |
|---|---|---|
| Private equity with venture activity | 16 | 2 |
| Not classified | 2 | 1 |
| Not a venture organization | 1 | 1 |
By fund size
| Funds | Managers | |
|---|---|---|
| Under $25M | 6 | 3 |
| $25M to $100M | 5 | 1 |
| $100M to $500M | 3 | 1 |
| $500M and over | 5 | 2 |
By manager state
| Funds | Managers | |
|---|---|---|
| California | 15 | 1 |
| North Carolina | 1 | 1 |
| Texas | 1 | 1 |
Adviser decisions by year
| Filing year | Won (funds) | Lost (funds) | By acquisition |
|---|---|---|---|
| 2024 | 1 (2) | 0 (0) | none |
Where it wins and loses: manager type
| Won | Lost | |
|---|---|---|
| Not classified | 1 | 0 |
Fund size
| Won | Lost | |
|---|---|---|
| Under $25M | 1 | 0 |
Loses most often to
No adviser moved a fund from this provider in the last three years.
Wins most often from
- Silicon Valley Bank1 decision, 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
- Mar 20, 2018
- Latest filing
- Aug 31, 2026
- LEI
- VNOO6EITDJ2YUEBMSZ83
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.