This provider
The service provider's name, 2 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
- Won1 fund
LAW Finance Group Management Company moved a fund to this provider as custodian, from JPMorgan.
A new client relationship, first shown on this filing.
- 1 / 0decisions won / lost
In the last 12 months advisers moved 1 fund 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 |
|---|---|---|---|---|---|
| Verity Venture Partners Fund I, L.P. | Verity Venture Partners, LLC | Custodian | unknown | $30.3M | Form ADV Mar 27, 2026 reports.adviserinfo.sec.gov |
| Verity Venture Partners Opportunities Fund I, L.P. | Verity Venture Partners, LLC | Custodian | unknown | $7.7M | Form ADV Mar 27, 2026 reports.adviserinfo.sec.gov |
| TSO Lfg Asset Holdco LLLP | LAW Finance Group Management Company | Custodian | 2017 | not reported | Form ADV Jul 14, 2026 reports.adviserinfo.sec.gov |
Managers served
- Verity Venture Partners, LLC2 funds, $38.0M reported gross assets
- Caffeinated Capital Management, LLC2 funds
- LAW Finance Group Management Company1 fund
Change history
- Jul 14, 2026Won Custodian: this provider replaced JPMorgan at TSO Lfg Asset Holdco LLLP · LAW Finance Group Management CompanyForm ADV, previous Mar 31, 2025 reports.adviserinfo.sec.gov
- Mar 28, 2019Lost Custodian: PACIFIC WESTERN BANK replaced this provider at Orange Wall Capital Fund, LP and 1 more of the same manager’s funds · Caffeinated Capital Management, LLCForm ADV, previous Mar 25, 2018 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 5 venture funds, 0.0% 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 | |
|---|---|---|
| Micro VC | 2 | 1 |
| Multi-stage venture firm | 2 | 1 |
| Not classified | 1 | 1 |
By fund size
| Funds | Managers | |
|---|---|---|
| Under $25M | 3 | 2 |
| $25M to $100M | 2 | 2 |
By manager state
| Funds | Managers | |
|---|---|---|
| California | 2 | 1 |
| Colorado | 2 | 1 |
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. 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
- Feb 3, 2014
- Latest filing
- Jul 14, 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.