This provider
The service provider's name, 49 additional funds served, 1 provider change
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 |
|---|---|---|---|---|---|
| Sequoia Capital Fund, L.P. | Sequoia Capital Operations, LLC | Custodian | 2022 | $27B | Form ADV Jul 17, 2026 reports.adviserinfo.sec.gov |
| General Catalyst Group Xi - Ignition, L.P. | General Catalyst | Custodian | 2022 | $2.0B | Form ADV Jul 21, 2026 reports.adviserinfo.sec.gov |
| General Catalyst Group Viii, LP | General Catalyst | Custodian | 2016 | $1.8B | Form ADV Jul 21, 2026 reports.adviserinfo.sec.gov |
- Sequoia Capital Operations, LLC1 fund, $27B reported gross assets
- General Catalyst2 funds, $3.8B reported gross assets
- Bain Capital Ventures, LP7 funds, $3.5B reported gross assets
- Mar 26, 2025Succession Custodian: this provider, this provider, COINBASE IRELAND LIMITED, J.P. MORGAN CHASE BANK replaced FIRST REPUBLIC BANK at Protagonist LP · Protagonist Management LLCForm ADV, previous Mar 27, 2024 reports.adviserinfo.sec.gov
- Mar 28, 2024Rename Custodian: this provider, COINBASE INC., SILICON VALLEY BANK, A DIVISION OF FIRST CITIZENS BANK replaced this provider, this provider at Blueyard Crypto 2, L.P. · BY Crypto Management, LLCForm ADV, previous Oct 2, 2023 sec.gov
- Mar 28, 2024Rename Custodian: this provider, COINBASE INC., SILICON VALLEY BANK, A DIVISION OF FIRST CITIZENS BANK replaced this provider, this provider, COINBASE UK, LTD at Blueyard Crypto 1, L.P. · BY Crypto Management, LLCForm ADV, previous Oct 2, 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 52 venture funds, 0.1% of the venture funds with a custodian on record. No adviser has switched to or away from this provider on the filings read.
Who it serves, by manager type
| Funds | Managers | |
|---|---|---|
| Institutional venture firm | 23 | 11 |
| Multi-stage venture firm | 11 | 4 |
| Private equity with venture activity | 11 | 4 |
| Candidate | 3 | 3 |
| Corporate venture | 2 | 2 |
| Not a venture organization | 1 | 1 |
By fund size
| Funds | Managers | |
|---|---|---|
| Under $25M | 15 | 10 |
| $25M to $100M | 9 | 9 |
| $100M to $500M | 18 | 12 |
| $500M and over | 10 | 7 |
By manager state
| Funds | Managers | |
|---|---|---|
| Massachusetts | 19 | 5 |
| California | 11 | 7 |
| New York | 8 | 5 |
| Arkansas | 1 | 1 |
| Tennessee | 1 | 1 |
Adviser decisions by year
| Filing year | Won (funds) | Lost (funds) | By acquisition |
|---|---|---|---|
| 2025 | 0 (0) | 0 (0) | 1 in, 0 out |
| 2023 | 0 (0) | 0 (0) | 1 in, 0 out |
Loses most often to
No adviser moved a fund from this provider in the last three years.
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. By acquisition (a succession, never counted as won or lost): 2 in (3 funds), 0 out (0 funds).
The managers to call are listed by name for a reader with the venture graph. See the custodian opportunity list
- First named
- Dec 20, 2021
- Latest filing
- Aug 26, 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: 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.