This provider
The service provider's name, 11 additional funds served, 2 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 |
|---|---|---|---|---|---|
| R7 Partners Fund II, LP | R7 Partners | Administrator | 2018 | $45.6M | Form ADV Mar 25, 2025 reports.adviserinfo.sec.gov |
| R7 Partners Growth Fund I, LP | R7 Partners | Administrator | 2020 | $33.0M | Form ADV Mar 25, 2025 reports.adviserinfo.sec.gov |
| R7.3, LP | R7 Partners | Administrator | 2022 | $21.7M | Form ADV Mar 25, 2025 reports.adviserinfo.sec.gov |
- R7 Partners10 funds, $113M reported gross assets
- Healthedge Investment Partners3 funds
- Iron Path Capital, L.P.1 fund
- Oct 31, 2025Succession Administrator: OCORIAN replaced this provider at Growth Catalyst Partners I-A, L.P. and 5 more of the same manager’s funds · Growth Catalyst Partners, L.P.Form ADV, previous May 14, 2025 reports.adviserinfo.sec.gov
- Mar 31, 2025Won Administrator: this provider replaced ULTIMUS LEVERPOINT at Healthedge Investment Fund III, L.P. and 2 more of the same manager’s funds · Healthedge Investment PartnersForm ADV, previous Mar 27, 2024 reports.adviserinfo.sec.gov
- Mar 24, 2025Lost Administrator: PIEDMONT FUND SERVICES, INC. replaced this provider at Iron Path Pulse (ai), L.P. and 5 more of the same manager’s funds · Iron Path Capital, L.P.Form ADV, previous Jul 3, 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 administrator on 14 venture funds, 0.0% of the venture funds with an administrator on record. Won 2 and lost 1 adviser decisions from 2024 to 2026: a net gain of 1.
Who it serves, by manager type
| Funds | Managers | |
|---|---|---|
| Multi-stage venture firm | 10 | 1 |
| Not classified | 4 | 2 |
By fund size
| Funds | Managers | |
|---|---|---|
| Under $25M | 10 | 3 |
| $25M to $100M | 4 | 2 |
By manager state
| Funds | Managers | |
|---|---|---|
| Illinois | 10 | 1 |
Adviser decisions by year
| Filing year | Won (funds) | Lost (funds) | By acquisition |
|---|---|---|---|
| 2025 | 1 (3) | 1 (6) | 0 in, 1 out |
| 2024 | 1 (6) | 0 (0) | none |
| 2023 | 1 (7) | 0 (0) | none |
Where it wins and loses: manager type
| Won | Lost | |
|---|---|---|
| Not classified | 2 | 1 |
Fund size
| Won | Lost | |
|---|---|---|
| $100M to $500M | 2 | 1 |
Loses most often to
- PIEDMONT FUND SERVICES, INC.1 decision, 6 funds
Wins most often from
- STERN CASSELLO & ASSOCIATES1 decision, 6 funds
- ULTIMUS LEVERPOINT1 decision, 3 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): 0 in (0 funds), 1 out (6 funds).
The managers to call are listed by name for a reader with the venture graph. See the administrator opportunity list
- First named
- Mar 21, 2023
- Latest filing
- Mar 31, 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.