This provider
The service provider's name, 31 additional funds served, 25 provider changes
Every relationship, signal and contact on this record, with the source on each.
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What matters now
- Lost1 fund
Gordon Asset Management LLC moved a fund from this provider to INSPIRA FINANCIAL TRUST, LLC as custodian.
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 |
|---|---|---|---|---|---|
| Gigafund 0.14, LP | Gigafund | Custodian | 2021 | $4.2B | Form ADV Mar 30, 2026 reports.adviserinfo.sec.gov |
| Gigafund 0.8, LP | Gigafund | Custodian | 2020 | $2.8B | Form ADV Mar 30, 2026 reports.adviserinfo.sec.gov |
| Gigafund 0.1, LP | Gigafund | Custodian | 2017 | $2.1B | Form ADV Mar 30, 2026 reports.adviserinfo.sec.gov |
- Gigafund9 funds, $12B reported gross assets
- BIP Capital2 funds, $11.3M reported gross assets
- VII Peaks Capital LLC5 funds, $5.0M reported gross assets
- Feb 6, 2026Lost Custodian: INSPIRA FINANCIAL TRUST, LLC replaced this provider at Gordon Discovery Fund LLC · Gordon Asset Management LLCForm ADV, previous Jan 30, 2025 reports.adviserinfo.sec.gov
- Mar 31, 2025Lost Custodian: INSPIRA FINANCIAL replaced this provider at Rethink Impact Ellevest B LLC and 2 more of the same manager’s funds · Rethink Capital Partners, LLCForm ADV, previous Mar 29, 2024 reports.adviserinfo.sec.gov
- Mar 31, 2025Lost Administrator: INSPIRA FINANCIAL TRUST, LLC replaced this provider at CIS Venture Partners 2013 · Connors Investor Services IncForm ADV, previous Oct 22, 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 custodian on 34 venture funds, 0.1% of the venture funds with a custodian on record. Won 0 and lost 14 adviser decisions from 2024 to 2026: a net loss of 14.
Who it serves, by manager type
| Funds | Managers | |
|---|---|---|
| Institutional venture firm | 11 | 2 |
| Private equity with venture activity | 7 | 3 |
| Micro VC | 6 | 2 |
| Multi-stage venture firm | 5 | 1 |
| Candidate | 5 | 3 |
By fund size
| Funds | Managers | |
|---|---|---|
| Under $25M | 24 | 11 |
| $25M to $100M | 3 | 3 |
| $100M to $500M | 2 | 1 |
| $500M and over | 5 | 1 |
By manager state
| Funds | Managers | |
|---|---|---|
| Georgia | 7 | 2 |
| California | 6 | 2 |
| Virginia | 4 | 1 |
| New York | 3 | 2 |
| Indiana | 2 | 1 |
| Massachusetts | 2 | 1 |
Adviser decisions by year
| Filing year | Won (funds) | Lost (funds) | By acquisition |
|---|---|---|---|
| 2026 | 0 (0) | 1 (1) | none |
| 2025 | 0 (0) | 5 (8) | none |
| 2024 | 0 (0) | 8 (64) | none |
| 2023 | 0 (0) | 4 (40) | none |
Where it wins and loses: manager type
| Won | Lost | |
|---|---|---|
| Multi-stage venture firm | 0 | 4 |
| Institutional venture firm | 0 | 3 |
| Private equity with venture activity | 0 | 3 |
| Corporate venture | 0 | 1 |
| Micro VC | 0 | 1 |
| Not a venture organization | 0 | 1 |
Fund size
| Won | Lost | |
|---|---|---|
| Under $25M | 0 | 5 |
| $25M to $100M | 0 | 4 |
| $100M to $500M | 0 | 3 |
| $500M and over | 0 | 2 |
Manager state
| Won | Lost | |
|---|---|---|
| Georgia | 0 | 3 |
| Massachusetts | 0 | 3 |
| California | 0 | 1 |
| Missouri | 0 | 1 |
| New York | 0 | 1 |
| Pennsylvania | 0 | 1 |
Loses most often to
- INSPIRA FINANCIAL8 decisions, 49 funds
- INSPIRA FINANCIAL TRUST, LLC5 decisions, 23 funds
- Bank of America2 decisions, 4 funds
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 custodian opportunity list
- First named
- Mar 30, 2012
- Latest filing
- Jun 30, 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 custodian to or away from this provider in the last 12 months?
A provider can be followed from its named record.