This provider
The service provider's name, 206 additional funds served, 19 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
- Lost6 funds
Crossbeam Venture Partners moved 6 funds from this provider to STIFEL BANK as custodian.
A client that left; the filing names who replaced this provider.
- Lost4 funds
Maple Vc Management LLC moved 4 funds from this provider to CITIZENS BANK as custodian.
A client that left; the filing names who replaced this provider.
- 0 / 2decisions won / lost
In the last 12 months advisers moved 0 funds to this provider (0 decisions) and 10 away (2 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 |
|---|---|---|---|---|---|
| B Capital Global Growth III, LP | B Capital Group | Custodian | 2021 | $1.9B | Form ADV May 29, 2026 reports.adviserinfo.sec.gov |
| B Capital Global Growth IV, L.P. | B Capital Group | Custodian | unknown | $1.1B | Form ADV May 29, 2026 reports.adviserinfo.sec.gov |
| B Capital Fund II, LP | B Capital Group | Custodian | 2019 | $960M | Form ADV May 29, 2026 reports.adviserinfo.sec.gov |
- B Capital Group18 funds, $6.5B reported gross assets
- Sagard Private Equity Solutions26 funds, $3.6B reported gross assets
- Revelation Capital Management, LLC6 funds, $1.6B reported gross assets
- Mar 31, 2026Lost Custodian: STIFEL BANK replaced this provider at Crossbeam - Wave Series B LLC and 5 more of the same manager’s funds · Crossbeam Venture PartnersForm ADV, previous Nov 18, 2025 reports.adviserinfo.sec.gov
- Mar 30, 2026Lost Custodian: CITIZENS BANK replaced this provider at Maple Spv-A LLC and 3 more of the same manager’s funds · Maple Vc Management LLCForm ADV, previous Apr 1, 2025 reports.adviserinfo.sec.gov
- Mar 31, 2025Lost Custodian: Silicon Valley Bank replaced this provider at Humla Opportunity Spv III LLC · Humla Ventures LLCForm ADV, previous Apr 2, 2024 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 209 venture funds, 0.4% of the venture funds with a custodian on record. Won 1 and lost 7 adviser decisions from 2024 to 2026: a net loss of 6.
Who it serves, by manager type
| Funds | Managers | |
|---|---|---|
| Multi-stage venture firm | 68 | 6 |
| Institutional venture firm | 48 | 14 |
| Corporate venture | 38 | 2 |
| Private equity with venture activity | 28 | 3 |
| Growth investor | 11 | 1 |
| Micro VC | 8 | 4 |
By fund size
| Funds | Managers | |
|---|---|---|
| Under $25M | 115 | 22 |
| $25M to $100M | 41 | 20 |
| $100M to $500M | 44 | 12 |
| $500M and over | 9 | 7 |
By manager state
| Funds | Managers | |
|---|---|---|
| California | 126 | 21 |
| Connecticut | 28 | 2 |
| New York | 21 | 7 |
| Virginia | 18 | 1 |
| Arizona | 9 | 1 |
| Massachusetts | 3 | 2 |
Adviser decisions by year
| Filing year | Won (funds) | Lost (funds) | By acquisition |
|---|---|---|---|
| 2026 | 0 (0) | 3 (10) | none |
| 2025 | 1 (2) | 3 (3) | none |
| 2024 | 0 (0) | 1 (5) | none |
| 2023 | 3 (12) | 1 (1) | 1 in, 0 out |
| 2022 | 1 (1) | 1 (1) | none |
Where it wins and loses: manager type
| Won | Lost | |
|---|---|---|
| Institutional venture firm | 1 | 6 |
| Growth investor | 0 | 1 |
Fund size
| Won | Lost | |
|---|---|---|
| Under $25M | 0 | 5 |
| $100M to $500M | 1 | 2 |
Manager state
| Won | Lost | |
|---|---|---|
| New York | 0 | 4 |
| California | 1 | 2 |
Loses most often to
- JPMorgan2 decisions, 6 funds
- CITIZENS BANK2 decisions, 4 funds
- STIFEL BANK1 decision, 6 funds
Wins most often from
- First Citizens Bank1 decision, 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. By acquisition (a succession, never counted as won or lost): 1 in (1 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
- Apr 2, 2012
- Latest filing
- Jul 29, 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.