This provider
The service provider's name, 45 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.
Nothing material in the last 365 days.
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 |
|---|---|---|---|---|---|
| Bessemer Venture Partners X Institutional L.P. | Bessemer Venture Partners | Custodian | 2019 | $1.6B | Form ADV May 13, 2026 reports.adviserinfo.sec.gov |
| Canaan X LP | Canaan Partners | Custodian | 2015 | $839M | Form ADV Mar 31, 2026 reports.adviserinfo.sec.gov |
| Atlas Venture Fund Viii, L.P. | Atlas Venture | Custodian | unknown | $724M | Form ADV Mar 30, 2026 reports.adviserinfo.sec.gov |
Managers served
- Bessemer Venture Partners2 funds, $1.9B reported gross assets
- Atlas Venture2 funds, $1.3B reported gross assets
- Canaan Partners2 funds, $949M reported gross assets
Change history
- Mar 24, 2025Lost Custodian: First Citizens Bank replaced this provider at Storm Ventures Principals Fund III, L.L.C. · Storm VenturesForm ADV, previous Nov 18, 2020 reports.adviserinfo.sec.gov
- Mar 31, 2023Rename Custodian: this provider, SILICON VALLEY BRIDGE BANK, N.A. replaced Silicon Valley Bank, this provider at Kpcb Sfund, LLC · Kleiner PerkinsForm ADV, previous Mar 31, 2022 sec.gov
- Mar 31, 2022Won Custodian: Silicon Valley Bank, this provider replaced JPMorgan at Bessemer Venture Partners Pr, L.P. · Bessemer Venture PartnersForm ADV, previous Jan 6, 2022 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 48 venture funds, 0.1% of the venture funds with a custodian on record. Won 0 and lost 1 adviser decisions from 2024 to 2026: a net loss of 1.
Who it serves, by manager type
| Funds | Managers | |
|---|---|---|
| Multi-stage venture firm | 20 | 6 |
| Institutional venture firm | 18 | 7 |
| Candidate | 4 | 2 |
| Micro VC | 3 | 1 |
| Corporate venture | 3 | 1 |
By fund size
| Funds | Managers | |
|---|---|---|
| Under $25M | 28 | 10 |
| $25M to $100M | 7 | 6 |
| $100M to $500M | 8 | 7 |
| $500M and over | 5 | 4 |
By manager state
| Funds | Managers | |
|---|---|---|
| California | 27 | 6 |
| New York | 5 | 3 |
| Massachusetts | 4 | 2 |
| Connecticut | 2 | 1 |
| Virginia | 2 | 1 |
Adviser decisions by year
| Filing year | Won (funds) | Lost (funds) | By acquisition |
|---|---|---|---|
| 2025 | 0 (0) | 1 (1) | none |
| 2022 | 1 (1) | 0 (0) | none |
Where it wins and loses: manager type
| Won | Lost | |
|---|---|---|
| Institutional venture firm | 0 | 1 |
Fund size
| Won | Lost | |
|---|---|---|
| Under $25M | 0 | 1 |
Manager state
| Won | Lost | |
|---|---|---|
| California | 0 | 1 |
Loses most often to
- First Citizens Bank1 decision, 1 fund
Wins most often from
No adviser moved a fund to this provider in the last three years.
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 30, 2012
- Latest filing
- Jul 28, 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.