This provider
The service provider's name, 20 additional funds 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.
What matters now
- Won5 funds
Altira Group LLC moved 5 funds to this provider as administrator, from SS&C.
A new client relationship, first shown on this filing.
- Lost4 funds
Motivate Capital Management, LLC moved 4 funds from this provider to Juniper Square as administrator.
A client that left; the filing names who replaced this provider.
- 1 / 1decisions won / lost
In the last 12 months advisers moved 5 funds to this provider (1 decision) and 4 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 |
|---|---|---|---|---|---|
| Altira Technology Fund VI LP | Altira Group LLC | Administrator | 2012 | $511M | Form ADV Mar 25, 2026 reports.adviserinfo.sec.gov |
| Altira Technology Fund VII L.P. | Altira Group LLC | Administrator | 2022 | $124M | Form ADV Mar 25, 2026 reports.adviserinfo.sec.gov |
| Access Venture Partners III, LP | Access Venture Partners | Administrator | unknown | $62.9M | Form ADV Mar 31, 2025 reports.adviserinfo.sec.gov |
- Altira Group LLC6 funds, $688M reported gross assets
- Access Venture Partners4 funds, $160M reported gross assets
- Hannah Grey Ventures, LLC2 funds, $54.5M reported gross assets
- Jun 5, 2026Rename Administrator: name-meritageagllcdbameritageaccountinggroup replaced this provider at Great North Capital Fund LLC and 5 more of the same manager’s funds · Great North VenturesForm ADV, previous Mar 30, 2024 reports.adviserinfo.sec.gov
- Mar 25, 2026Won Administrator: this provider replaced SS&C at Altira Technology VI Overflow Fund III LLC and 4 more of the same manager’s funds · Altira Group LLCForm ADV, previous Mar 18, 2025 reports.adviserinfo.sec.gov
- Mar 12, 2026Lost Administrator: Juniper Square replaced this provider at Motivate Ventures Ai Fund II, LP and 3 more of the same manager’s funds · Motivate Capital Management, LLCForm ADV, previous Mar 24, 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 administrator on 23 venture funds, 0.1% of the venture funds with an administrator on record. Won 3 and lost 1 adviser decisions from 2024 to 2026: a net gain of 2.
Who it serves, by manager type
| Funds | Managers | |
|---|---|---|
| Institutional venture firm | 10 | 2 |
| Micro VC | 8 | 3 |
| Multi-stage venture firm | 3 | 1 |
| Seed fund manager | 2 | 1 |
By fund size
| Funds | Managers | |
|---|---|---|
| Under $25M | 16 | 6 |
| $25M to $100M | 5 | 3 |
| $100M to $500M | 1 | 1 |
| $500M and over | 1 | 1 |
By manager state
| Funds | Managers | |
|---|---|---|
| Colorado | 10 | 2 |
| California | 6 | 1 |
| Illinois | 3 | 1 |
Adviser decisions by year
| Filing year | Won (funds) | Lost (funds) | By acquisition |
|---|---|---|---|
| 2026 | 1 (5) | 1 (4) | none |
| 2025 | 2 (5) | 0 (0) | none |
| 2022 | 0 (0) | 1 (2) | none |
Where it wins and loses: manager type
| Won | Lost | |
|---|---|---|
| Institutional venture firm | 2 | 0 |
| Micro VC | 1 | 0 |
| Seed fund manager | 0 | 1 |
Fund size
| Won | Lost | |
|---|---|---|
| $25M to $100M | 2 | 0 |
| $100M to $500M | 1 | 1 |
Manager state
| Won | Lost | |
|---|---|---|
| Colorado | 2 | 0 |
| Illinois | 0 | 1 |
Loses most often to
- Juniper Square1 decision, 4 funds
Wins most often from
- SS&C3 decisions, 10 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. 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 31, 2022
- 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.