This provider
The service provider's name, 72 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.
What matters now
- Lost1 fund
Planeteer Capital moved a fund from this provider to ADURO ADVISORS, LLC as administrator.
A client that left; the filing names who replaced this provider.
- 0 / 1decisions won / lost
In the last 12 months advisers moved 0 funds to this provider (0 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 |
|---|---|---|---|---|---|
| RRE Ventures VI, L.P. | RRE Ventures | Administrator | 2014 | $872M | Form ADV Mar 30, 2026 reports.adviserinfo.sec.gov |
| Upfront VI, L.P. | Upfront Ventures | Administrator | 2018 | $648M | Form ADV Mar 31, 2026 reports.adviserinfo.sec.gov |
| Radian Capital Partners III, LP | Radian Capital LLC | Administrator | 2022 | $636M | Form ADV Mar 24, 2026 reports.adviserinfo.sec.gov |
- Upfront Ventures25 funds, $2.7B reported gross assets
- RRE Ventures8 funds, $2.2B reported gross assets
- Radian Capital LLC7 funds, $1.9B reported gross assets
- Mar 30, 2026Lost Administrator: ADURO ADVISORS, LLC replaced this provider at Planeteer Capital, L.P. · Planeteer CapitalForm ADV, previous Mar 24, 2025 reports.adviserinfo.sec.gov
- May 1, 2025Lost Administrator: Juniper Square replaced this provider at Medical Excellence Capital Partners, LP · Medical Excellence Capital, LLCForm ADV, previous Dec 16, 2024 reports.adviserinfo.sec.gov
- Mar 28, 2024Lost Administrator: SS&C replaced this provider at GAC - Buckeye, LLC and 2 more of the same manager’s funds · Grant Avenue Capital LLCForm ADV, previous Oct 30, 2023 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 75 venture funds, 0.2% of the venture funds with an administrator on record. Won 2 and lost 3 adviser decisions from 2024 to 2026: a net loss of 1.
Who it serves, by manager type
| Funds | Managers | |
|---|---|---|
| Multi-stage venture firm | 25 | 1 |
| Institutional venture firm | 25 | 6 |
| Not classified | 21 | 4 |
| Micro VC | 2 | 1 |
| Growth investor | 2 | 1 |
By fund size
| Funds | Managers | |
|---|---|---|
| Under $25M | 17 | 7 |
| $25M to $100M | 31 | 11 |
| $100M to $500M | 23 | 9 |
| $500M and over | 4 | 3 |
By manager state
| Funds | Managers | |
|---|---|---|
| California | 28 | 2 |
| New York | 23 | 5 |
Adviser decisions by year
| Filing year | Won (funds) | Lost (funds) | By acquisition |
|---|---|---|---|
| 2026 | 0 (0) | 1 (1) | none |
| 2025 | 0 (0) | 1 (1) | none |
| 2024 | 2 (4) | 1 (3) | none |
| 2022 | 1 (1) | 1 (3) | none |
Where it wins and loses: manager type
| Won | Lost | |
|---|---|---|
| Institutional venture firm | 2 | 2 |
| Not classified | 0 | 1 |
Fund size
| Won | Lost | |
|---|---|---|
| $25M to $100M | 1 | 0 |
| $100M to $500M | 1 | 3 |
Manager state
| Won | Lost | |
|---|---|---|
| New York | 1 | 1 |
| California | 1 | 0 |
Loses most often to
- SS&C1 decision, 3 funds
- Juniper Square1 decision, 1 fund
- ADURO ADVISORS, LLC1 decision, 1 fund
Wins most often from
- LEVERPOINT MANAGEMENT, LLC1 decision, 3 funds
- Carta1 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 administrator opportunity list
- First named
- Mar 30, 2012
- Latest filing
- Aug 26, 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.