This provider
The service provider's name, 4 additional funds served
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.
Funds served
About this sectionA 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 |
|---|---|---|---|---|---|
| Stonepeak Opportunities Fund II (lux) Scsp | Stonepeak | Marketer | unknown | not reported | Form ADV Apr 7, 2026 reports.adviserinfo.sec.gov |
| Stonepeak Core Fund (lux) Scsp | Stonepeak | Marketer | 2023 | not reported | Form ADV Apr 7, 2026 reports.adviserinfo.sec.gov |
| Stonepeak Global Renewables Fund II (lux) Scsp | Stonepeak | Marketer | 2024 | not reported | Form ADV Apr 7, 2026 reports.adviserinfo.sec.gov |
Managers served
- Stonepeak5 funds
Change history
- Mar 31, 2025Won Marketer: STIFEL, NICOLAUS & COMPANY, INCORPORATED, this provider replaced PJT Partners LP at Stonepeak Core Fund (lux) Scsp · StonepeakForm ADV, previous Feb 12, 2025 reports.adviserinfo.sec.gov
Competitive position
About this sectionA 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 marketer on 4 venture funds, 0.0% of the venture funds with a marketer on record. Won 1 and lost 0 adviser decisions from 2024 to 2026: a net gain of 1.
Who it serves, by manager type
| Funds | Managers | |
|---|---|---|
| Not classified | 5 | 1 |
By fund size
| Funds | Managers | |
|---|---|---|
| Under $25M | 1 | 1 |
| $25M to $100M | 2 | 1 |
| $100M to $500M | 1 | 1 |
| $500M and over | 1 | 1 |
Adviser decisions by year
| Filing year | Won (funds) | Lost (funds) | By acquisition |
|---|---|---|---|
| 2025 | 1 (1) | 0 (0) | none |
Where it wins and loses: manager type
| Won | Lost | |
|---|---|---|
| Not classified | 1 | 0 |
Fund size
| Won | Lost | |
|---|---|---|
| $25M to $100M | 1 | 0 |
Loses most often to
No adviser moved a fund from this provider in the last three years.
Wins most often from
- PJT Partners LP1 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.
Who to call
The managers to call are listed by name for a reader with the venture graph. See the placement agent opportunity list
Filing evidence
- First named
- Jan 23, 2025
- Latest filing
- Apr 7, 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 and follow
Ask: Which venture funds switched marketer to or away from this provider in the last 12 months?
A provider can be followed from its named record.