This provider
The service provider's name, 86 additional funds served, 6 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.
Nothing material in the last 365 days.
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 |
|---|---|---|---|---|---|
| Bain Capital Venture Fund 2016. L.P. | Bain Capital Ventures, LP | Custodian | 2016 | $1.5B | Form ADV Mar 31, 2026 reports.adviserinfo.sec.gov |
| Foundry Group Next 2018, LLP | Foundry Group, LLC | Custodian | 2018 | $1.3B | Form ADV Mar 26, 2026 reports.adviserinfo.sec.gov |
| Bain Capital Venture Fund 2019, L.P. | Bain Capital Ventures, LP | Custodian | 2019 | $1.2B | Form ADV Mar 31, 2026 reports.adviserinfo.sec.gov |
- Bain Capital Ventures, LP8 funds, $5.0B reported gross assets
- Foundry Group, LLC3 funds, $2.4B reported gross assets
- Blockchain Capital, LLC10 funds, $1.7B reported gross assets
- Mar 26, 2026Rename Prime broker: this provider replaced name-coinbasecustodytrust at Amplify III Pcc and 1 more of the same manager’s funds · Ashwood Capital Management LtdForm ADV, previous Mar 24, 2025 reports.adviserinfo.sec.gov
- Mar 24, 2026Rename Custodian: BITGO BANK & TRUST, NATIONAL ASSOCIATION, this provider, this provider, P(X) LLC replaced BITGO TRUST COMPANY, INC., name-coinbaseglobal at Signia Venture Partners II, L.P. and 1 more of the same manager’s funds · Signia Venture PartnersForm ADV, previous Mar 25, 2025 reports.adviserinfo.sec.gov
- Jun 13, 2025Won Custodian: this provider replaced BITGO TRUST COMPANY, INC. at Asymmetric Bitcoin Defi Venture Fund I, LP and 1 more of the same manager’s funds · Asymmetric Technologies, LLCForm ADV, previous May 15, 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 54 venture funds, 0.1% of the venture funds with a custodian 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 | |
|---|---|---|
| Multi-stage venture firm | 29 | 5 |
| Institutional venture firm | 29 | 10 |
| Private equity with venture activity | 9 | 2 |
| Syndicate platform | 8 | 1 |
| Micro VC | 5 | 3 |
| Not classified | 3 | 1 |
By fund size
| Funds | Managers | |
|---|---|---|
| Under $25M | 39 | 15 |
| $25M to $100M | 19 | 14 |
| $100M to $500M | 20 | 12 |
| $500M and over | 11 | 4 |
By manager state
| Funds | Managers | |
|---|---|---|
| New York | 24 | 5 |
| California | 16 | 3 |
| Massachusetts | 8 | 1 |
| Texas | 7 | 1 |
| Colorado | 4 | 2 |
| Nevada | 4 | 1 |
Adviser decisions by year
| Filing year | Won (funds) | Lost (funds) | By acquisition |
|---|---|---|---|
| 2025 | 1 (2) | 0 (0) | none |
| 2024 | 1 (1) | 0 (0) | none |
| 2023 | 1 (1) | 1 (1) | none |
Where it wins and loses: manager type
| Won | Lost | |
|---|---|---|
| Candidate | 1 | 0 |
| Micro VC | 1 | 0 |
Fund size
| Won | Lost | |
|---|---|---|
| Under $25M | 1 | 0 |
| $25M to $100M | 1 | 0 |
Manager state
| Won | Lost | |
|---|---|---|
| Oregon | 1 | 0 |
Loses most often to
No adviser moved a fund from this provider in the last three years.
Wins most often from
- BITGO TRUST COMPANY, INC.1 decision, 2 funds
- SILVERGATE BANK1 decision, 1 fund
- ANCHORAGE DIGITAL BANK NATIONAL ASSOCIATION1 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 29, 2019
- Latest filing
- Jul 9, 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.