This provider
The service provider's name, 47 additional funds served
Every relationship, signal and contact on this record, with the source on each.
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What matters now
- 1 / 0decisions won / lost
In the last 12 months advisers moved 39 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 - Won39 funds
Manhattan West Asset Management, LLC moved 39 funds to this provider as custodian, from JPMorgan.
A new client relationship, first shown on this filing.
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 |
|---|---|---|---|---|---|
| MW LSV Aman, LLC | not resolved | Custodian | 2025 | $103M | Form ADV Jul 14, 2026 reports.adviserinfo.sec.gov |
| StoryHouse Fund II, L.P. | Storyhouse Ventures, LLC | Custodian | unknown | $59.3M | Form ADV Mar 25, 2026 reports.adviserinfo.sec.gov |
| Manhatan West Private Equity Fund, LLC | Manhattan West Asset Management, LLC | Custodian | 2021 | $40.8M | Form ADV Jul 14, 2026 reports.adviserinfo.sec.gov |
Managers served
- Manhattan West Asset Management, LLC42 funds, $380M reported gross assets
- Storyhouse Ventures, LLC1 fund, $59.3M reported gross assets
Change history
- Mar 30, 2026Won Custodian: this provider replaced JPMorgan at Mwam Vc Impossible Foods-I, LLC and 38 more of the same manager’s funds · Manhattan West Asset Management, LLCForm ADV, previous Jul 14, 2025 reports.adviserinfo.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 50 venture funds, 0.1% 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 | |
|---|---|---|
| Multi-stage venture firm | 42 | 1 |
| Not classified | 7 | 0 |
| Institutional venture firm | 1 | 1 |
By fund size
| Funds | Managers | |
|---|---|---|
| Under $25M | 43 | 1 |
| $25M to $100M | 6 | 2 |
| $100M to $500M | 1 | 0 |
By manager state
| Funds | Managers | |
|---|---|---|
| California | 42 | 1 |
Adviser decisions by year
| Filing year | Won (funds) | Lost (funds) | By acquisition |
|---|---|---|---|
| 2026 | 1 (39) | 0 (0) | none |
Where it wins and loses: manager type
| Won | Lost | |
|---|---|---|
| Multi-stage venture firm | 1 | 0 |
Fund size
| Won | Lost | |
|---|---|---|
| $100M to $500M | 1 | 0 |
Manager state
| Won | Lost | |
|---|---|---|
| California | 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, 39 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.
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
- Mar 31, 2025
- Latest filing
- Jul 14, 2026
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.