This provider
The service provider's name
Every relationship, signal and contact on this record, with the source on each.
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What matters now
- Won1 fund
ION Pacific, Inc. moved a fund to this provider as custodian, from BANC OF CALIFORNIA, EAST WEST BANK.
A new client relationship, first shown on this filing.
- 1 / 0decisions won / lost
In the last 12 months advisers moved 1 fund to this provider (1 decision) and 0 away (0 decisions).
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 |
|---|---|---|---|---|---|
| Hedosophia Partners III Limited Partnership | Hedosophia Advisor Limited | Custodian | 2019 | $866M | Form ADV Mar 30, 2026 reports.adviserinfo.sec.gov |
| ION Pacific Stonecutter III (luxembourg) Scsp | ION Pacific, Inc. | Custodian | unknown | not reported | Form ADV Jul 17, 2026 reports.adviserinfo.sec.gov |
- Hedosophia Advisor Limited1 fund, $866M reported gross assets
- ION Pacific, Inc.1 fund
- Mar 31, 2026Won Custodian: this provider replaced BANC OF CALIFORNIA, EAST WEST BANK at ION Pacific Stonecutter III (luxembourg) Scsp · ION Pacific, Inc.Form ADV, previous Mar 28, 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 custodian on 2 venture funds, 0.0% of the venture funds with a custodian 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 | |
|---|---|---|
| Institutional venture firm | 1 | 1 |
| Multi-stage venture firm | 1 | 1 |
By fund size
| Funds | Managers | |
|---|---|---|
| $25M to $100M | 1 | 1 |
| $500M and over | 1 | 1 |
By manager state
| Funds | Managers | |
|---|---|---|
| California | 1 | 1 |
Adviser decisions by year
| Filing year | Won (funds) | Lost (funds) | By acquisition |
|---|---|---|---|
| 2026 | 1 (1) | 0 (0) | none |
Where it wins and loses: manager type
| Won | Lost | |
|---|---|---|
| Multi-stage venture firm | 1 | 0 |
Fund size
| Won | Lost | |
|---|---|---|
| $25M to $100M | 1 | 0 |
Manager state
| Won | Lost | |
|---|---|---|
| California | 1 | 0 |
Loses most often to
No adviser moved a fund from this provider in the last three years.
Wins most often from
- BANC OF CALIFORNIA1 decision, 1 fund
- EAST WEST BANK1 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 custodian opportunity list
- First named
- Mar 29, 2024
- Latest filing
- Jul 17, 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.