This provider
The service provider's name, 29 additional funds served, 1 provider change
Every relationship, signal and contact on this record, with the source on each.
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What matters now
- Lost1 fund
Christopher & Co., LLC moved a fund from this provider to BANC OF CALIFORNIA as custodian.
A client that left; the filing names who replaced this provider.
- 0 / 1decisions won / lost
In the last 12 months advisers moved 0 funds to this provider (0 decisions) and 1 away (1 decision).
One adviser moving many vehicles on one filing is counted as one decision.
DerivedForm ADV and Form D filings, consecutive filings compared
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 |
|---|---|---|---|---|---|
| PC Access, LP | Christopher & Co., LLC | Custodian | unknown | $199M | Form ADV Jul 28, 2026 reports.adviserinfo.sec.gov |
| NB Access, LP | NB Access GP, LLC | Custodian | unknown | $194M | Form ADV Mar 26, 2026 reports.adviserinfo.sec.gov |
| Kitsch Access Institutional, LP | Christopher & Co., LLC | Custodian | 2023 | $188M | Form ADV Jul 28, 2026 reports.adviserinfo.sec.gov |
- Christopher & Co., LLC23 funds, $490M reported gross assets
- NB Access GP, LLC1 fund, $194M reported gross assets
- Greenridge Growth Partners6 funds
- Mar 31, 2026Lost Custodian: BANC OF CALIFORNIA replaced this provider at Asto Consumer Partners Fund LP · Christopher & Co., LLCForm ADV, previous Jul 3, 2025 reports.adviserinfo.sec.gov
- Jul 26, 2024Won Custodian: this provider replaced PLAINSCAPITAL BANK at Onda Access LLC · Christopher & Co., LLCForm ADV, previous May 17, 2024 sec.gov
- Mar 31, 2021Won Custodian: this provider replaced TEXAS CAPITAL BANK, NA at Greenridge Cars, LP and 5 more of the same manager’s funds · Greenridge Growth PartnersForm ADV, previous Mar 31, 2020 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 32 venture funds, 0.1% of the venture funds with a custodian on record. Won 1 and lost 1 adviser decisions from 2024 to 2026: even.
Who it serves, by manager type
| Funds | Managers | |
|---|---|---|
| Institutional venture firm | 24 | 2 |
| Candidate | 8 | 2 |
By fund size
| Funds | Managers | |
|---|---|---|
| Under $25M | 26 | 3 |
| $25M to $100M | 3 | 2 |
| $100M to $500M | 3 | 2 |
By manager state
| Funds | Managers | |
|---|---|---|
| Texas | 31 | 3 |
Adviser decisions by year
| Filing year | Won (funds) | Lost (funds) | By acquisition |
|---|---|---|---|
| 2026 | 0 (0) | 1 (1) | none |
| 2024 | 1 (1) | 0 (0) | none |
Where it wins and loses: manager type
| Won | Lost | |
|---|---|---|
| Institutional venture firm | 1 | 1 |
Fund size
| Won | Lost | |
|---|---|---|
| Under $25M | 1 | 0 |
| $100M to $500M | 0 | 1 |
Manager state
| Won | Lost | |
|---|---|---|
| Texas | 1 | 1 |
Loses most often to
- BANC OF CALIFORNIA1 decision, 1 fund
Wins most often from
- PLAINSCAPITAL BANK1 decision, 1 fund
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 31, 2021
- 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: 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.