This provider
The service provider's name, 70 additional funds served, 5 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.
What matters now
- Lost1 fund
Cannage Capital moved a fund from this provider to STIFEL BANK as custodian.
A client that left; the filing names who replaced this provider.
- Won6 funds
Hawktail, LLC moved 6 funds to this provider as custodian, from First Republic Bank.
A new client relationship, first shown on this filing.
- Won1 fund
Republic Deal Room moved a fund to this provider as custodian, from GRASSHOPPER BANK, NATIONAL ASSOCIATION.
A new client relationship, first shown on this filing.
- 4 / 1decisions won / lost
In the last 12 months advisers moved 9 funds to this provider (4 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 |
|---|---|---|---|---|---|
| Hack Seed Fund II, LP | Hack Vc Management, LLC | Custodian | 2023 | $236M | Form ADV Jul 30, 2026 reports.adviserinfo.sec.gov |
| Chapter One, Page Two, L.P. | Chapter One, Management Company, LLC | Custodian | unknown | $41.8M | Form ADV Mar 26, 2026 reports.adviserinfo.sec.gov |
| Resiliencevc Fund I LP | Resiliencevc | Custodian | 2023 | $38.0M | Form ADV Mar 18, 2026 reports.adviserinfo.sec.gov |
- Hack Vc Management, LLC3 funds, $236M reported gross assets
- Eagle Capital International, LLC8 funds, $92.2M reported gross assets
- MBX Capital17 funds, $73.2M reported gross assets
- Mar 30, 2026Lost Custodian: STIFEL BANK replaced this provider at Cannage Capital I LP · Cannage CapitalForm ADV, previous Mar 30, 2025 reports.adviserinfo.sec.gov
- Mar 16, 2026Won Custodian: this provider replaced First Republic Bank at HT Suncore LP and 5 more of the same manager’s funds · Hawktail, LLCForm ADV, previous Mar 31, 2025 reports.adviserinfo.sec.gov
- Mar 12, 2026Won Custodian: this provider replaced GRASSHOPPER BANK, NATIONAL ASSOCIATION at Gaingels Alto I, a Series of Republic Deal Room Master Fund, LP · Republic Deal RoomForm ADV, previous Mar 28, 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 custodian on 73 venture funds, 0.1% of the venture funds with a custodian on record. Won 5 and lost 3 adviser decisions from 2024 to 2026: a net gain of 2.
Who it serves, by manager type
| Funds | Managers | |
|---|---|---|
| Institutional venture firm | 24 | 7 |
| Multi-stage venture firm | 23 | 4 |
| Micro VC | 9 | 4 |
| Not classified | 9 | 0 |
| Syndicate platform | 3 | 2 |
| Growth investor | 2 | 1 |
By fund size
| Funds | Managers | |
|---|---|---|
| Under $25M | 62 | 16 |
| $25M to $100M | 8 | 7 |
| $100M to $500M | 3 | 1 |
By manager state
| Funds | Managers | |
|---|---|---|
| New York | 21 | 4 |
| California | 11 | 4 |
| Texas | 8 | 1 |
| Florida | 7 | 3 |
| Utah | 2 | 1 |
| District of Columbia | 1 | 1 |
Adviser decisions by year
| Filing year | Won (funds) | Lost (funds) | By acquisition |
|---|---|---|---|
| 2026 | 4 (9) | 1 (1) | none |
| 2025 | 1 (1) | 2 (2) | none |
Where it wins and loses: manager type
| Won | Lost | |
|---|---|---|
| Institutional venture firm | 2 | 1 |
| Syndicate platform | 2 | 0 |
| Candidate | 0 | 1 |
| Micro VC | 0 | 1 |
| Not classified | 1 | 0 |
Fund size
| Won | Lost | |
|---|---|---|
| Under $25M | 5 | 3 |
Manager state
| Won | Lost | |
|---|---|---|
| California | 0 | 1 |
| Florida | 1 | 0 |
| Georgia | 0 | 1 |
| Nevada | 0 | 1 |
| New York | 1 | 0 |
Loses most often to
- CITIZENS BANK1 decision, 1 fund
- STIFEL BANK1 decision, 1 fund
- Wells Fargo1 decision, 1 fund
Wins most often from
- GRASSHOPPER BANK, NATIONAL ASSOCIATION2 decisions, 2 funds
- First Republic Bank1 decision, 6 funds
- SILLICON VALLEY BANK, N.A.1 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 28, 2023
- Latest filing
- Jul 30, 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.