This provider
The service provider's name, 1 additional fund served, 3 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 |
|---|---|---|---|---|---|
| Sagamore China Microfinance I, L.P. | Sagamore Investment Management (bvi) Limited | Administrator | unknown | $0 | Form ADV Feb 27, 2025 reports.adviserinfo.sec.gov |
| Sagamore China Microfinance II, L.P. | Sagamore Investment Management (bvi) Limited | Administrator | unknown | $0 | Form ADV Feb 27, 2025 reports.adviserinfo.sec.gov |
| Sagamore Ia Spv, L.P. | Sagamore Investments Advisors Limited | Administrator | unknown | not reported | Form ADV Jul 2, 2021 sec.gov |
- Aug 20, 2024Lost Administrator: VIRDIS FUND SOLUTIONS replaced this provider at Sagamore China Partners VI, L.P. · SCP Advisors LimitedForm ADV, previous Aug 25, 2023 sec.gov
- Mar 29, 2024Lost Administrator: VIRIDIS FUND SOLUTIONS replaced this provider at Windham Life Sciences Partners, L.P. and 4 more of the same manager’s funds · Windham Venture PartnersForm ADV, previous Mar 30, 2023 sec.gov
- Mar 27, 2024Lost Administrator: VIRIDIS FUND SOLUTIONS replaced this provider at Arbor Partners Fund S, L.P. and 9 more of the same manager’s funds · Arbor Ventures, Ltd.Form ADV, previous Mar 31, 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 4 venture funds, 0.0% of the venture funds with an administrator on record. Won 0 and lost 6 adviser decisions from 2024 to 2026: a net loss of 6.
Who it serves, by manager type
| Funds | Managers | |
|---|---|---|
| Institutional venture firm | 3 | 2 |
| Micro VC | 1 | 1 |
By fund size
| Funds | Managers | |
|---|---|---|
| Under $25M | 3 | 2 |
| $25M to $100M | 1 | 1 |
By manager state
| Funds | Managers | |
|---|---|---|
| New York | 1 | 1 |
Adviser decisions by year
| Filing year | Won (funds) | Lost (funds) | By acquisition |
|---|---|---|---|
| 2024 | 0 (0) | 6 (22) | none |
Where it wins and loses: manager type
| Won | Lost | |
|---|---|---|
| Multi-stage venture firm | 0 | 3 |
| Institutional venture firm | 0 | 2 |
| Micro VC | 0 | 1 |
Fund size
| Won | Lost | |
|---|---|---|
| Under $25M | 0 | 1 |
| $25M to $100M | 0 | 3 |
| $100M to $500M | 0 | 2 |
Manager state
| Won | Lost | |
|---|---|---|
| New York | 0 | 1 |
Loses most often to
- VIRIDIS FUND SOLUTIONS5 decisions, 21 funds
- name-virdisfundsolutions1 decision, 1 fund
Wins most often from
No adviser moved a fund to this provider in the last three years.
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
- Jul 12, 2018
- Latest filing
- Feb 27, 2025
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.