This provider
The service provider's name, 8 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.
What matters now
- Won2 funds
Company Venture Capital Management, LLC moved 2 funds to this provider as administrator, from Carta.
A new client relationship, first shown on this filing.
- 1 / 0decisions won / lost
In the last 12 months advisers moved 2 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 |
|---|---|---|---|---|---|
| Company Ventures Fund II LP | Company Venture Capital Management, LLC | Administrator | 2022 | $86.7M | Form ADV Aug 5, 2026 reports.adviserinfo.sec.gov |
| Cassius Family Round 3, LP | Cassius Family Management LLC | Administrator | 2021 | $58.7M | Form ADV Feb 25, 2026 reports.adviserinfo.sec.gov |
| Company Venture Capital Fund I, LP | Company Venture Capital Management, LLC | Administrator | 2018 | $54.2M | Form ADV Aug 5, 2026 reports.adviserinfo.sec.gov |
Managers served
- Company Venture Capital Management, LLC2 funds, $141M reported gross assets
- Cassius Family Management LLC4 funds, $97.2M reported gross assets
- L2 Ventures Management LLC5 funds, $67.7M reported gross assets
Change history
- Aug 5, 2026Won Administrator: this provider replaced Carta at Company Venture Capital Fund I, LP and 1 more of the same manager’s funds · Company Venture Capital Management, LLCForm ADV, previous Jul 23, 2024 reports.adviserinfo.sec.gov
- Mar 31, 2025Won Administrator: this provider replaced Carta at Lspv II LP and 3 more of the same manager’s funds · L2 Ventures Management LLCForm ADV, previous Mar 29, 2024 reports.adviserinfo.sec.gov
- Mar 3, 2022Won Administrator: this provider replaced RIEDMILLER & ASSOCIATES, LLC at Cassius Family, LP and 1 more of the same manager’s funds · Cassius Family Management LLCForm ADV, previous Mar 14, 2021 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 administrator on 11 venture funds, 0.0% of the venture funds with an administrator on record. Won 2 and lost 0 adviser decisions from 2024 to 2026: a net gain of 2.
Who it serves, by manager type
| Funds | Managers | |
|---|---|---|
| Institutional venture firm | 9 | 2 |
| Multi-stage venture firm | 2 | 1 |
By fund size
| Funds | Managers | |
|---|---|---|
| Under $25M | 7 | 2 |
| $25M to $100M | 4 | 3 |
By manager state
| Funds | Managers | |
|---|---|---|
| Georgia | 4 | 1 |
| New York | 2 | 1 |
Adviser decisions by year
| Filing year | Won (funds) | Lost (funds) | By acquisition |
|---|---|---|---|
| 2026 | 1 (2) | 0 (0) | none |
| 2025 | 1 (4) | 0 (0) | none |
| 2022 | 1 (2) | 0 (0) | none |
Where it wins and loses: manager type
| Won | Lost | |
|---|---|---|
| Institutional venture firm | 1 | 0 |
| Multi-stage venture firm | 1 | 0 |
Fund size
| Won | Lost | |
|---|---|---|
| $25M to $100M | 2 | 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
- Carta2 decisions, 6 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 administrator opportunity list
Filing evidence
- First named
- Mar 3, 2022
- Latest filing
- Aug 5, 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 administrator to or away from this provider in the last 12 months?
A provider can be followed from its named record.