This provider
The service provider's name
Every relationship, signal and contact on this record, with the source on each.
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What matters now
- Won1 fund
SW Iteram US Advisors moved a fund to this provider as administrator, from JTC GROUP.
A new client relationship, first shown on this filing.
- Won1 fund
Scala Capital LLC moved a fund to this provider as administrator, from JTC GROUP.
A new client relationship, first shown on this filing.
- 2 / 0decisions won / lost
In the last 12 months advisers moved 2 funds to this provider (2 decisions) 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
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 |
|---|---|---|---|---|---|
| Legacy Venture Capital Strategies W9 | SW Iteram US Advisors | Administrator | 2021 | $14.8M | Form ADV Mar 24, 2026 reports.adviserinfo.sec.gov |
| Venture Opportunity I | Scala Capital LLC | Administrator | unknown | $1.8M | Form ADV Jan 30, 2026 reports.adviserinfo.sec.gov |
| Venture Opportunity I Segregated Portfolio | Scala Capital LLC | Administrator | 2022 | not reported | Form ADV Jan 30, 2026 reports.adviserinfo.sec.gov |
- SW Iteram US Advisors1 fund, $14.8M reported gross assets
- Scala Capital LLC2 funds, $1.8M reported gross assets
- Mar 24, 2026Won Administrator: this provider replaced JTC GROUP at Legacy Venture Capital Strategies W9 · SW Iteram US AdvisorsForm ADV, previous Mar 28, 2025 reports.adviserinfo.sec.gov
- Jan 30, 2026Won Administrator: this provider replaced JTC GROUP at Venture Opportunity I · Scala Capital LLCForm ADV, previous Jul 24, 2025 reports.adviserinfo.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 administrator on 3 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 | |
|---|---|---|
| Private equity with venture activity | 2 | 1 |
| Corporate venture | 1 | 1 |
By fund size
| Funds | Managers | |
|---|---|---|
| Under $25M | 3 | 2 |
By manager state
| Funds | Managers | |
|---|---|---|
| Florida | 3 | 2 |
Adviser decisions by year
| Filing year | Won (funds) | Lost (funds) | By acquisition |
|---|---|---|---|
| 2026 | 2 (2) | 0 (0) | none |
Where it wins and loses: manager type
| Won | Lost | |
|---|---|---|
| Corporate venture | 1 | 0 |
| Private equity with venture activity | 1 | 0 |
Fund size
| Won | Lost | |
|---|---|---|
| Under $25M | 2 | 0 |
Manager state
| Won | Lost | |
|---|---|---|
| Florida | 2 | 0 |
Loses most often to
No adviser moved a fund from this provider in the last three years.
Wins most often from
- JTC GROUP2 decisions, 2 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.
The managers to call are listed by name for a reader with the venture graph. See the administrator opportunity list
- First named
- Jan 30, 2026
- Latest filing
- Mar 24, 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 administrator to or away from this provider in the last 12 months?
A provider can be followed from its named record.