This provider
The service provider's name, 50 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.
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 |
|---|---|---|---|---|---|
| CP Ventures Company, L.P. | Pegasus Tech Ventures, Inc. | Administrator | 2020 | $970M | Form ADV Mar 31, 2026 reports.adviserinfo.sec.gov |
| Fenox Venture Company Ix, LP | Pegasus Tech Ventures, Inc. | Administrator | 2015 | $229M | Form ADV Mar 31, 2026 reports.adviserinfo.sec.gov |
| Pegasus Tech Ventures Company Xiv, L.P. | Pegasus Tech Ventures, Inc. | Administrator | 2022 | $128M | Form ADV Mar 31, 2026 reports.adviserinfo.sec.gov |
Managers served
- Pegasus Tech Ventures, Inc.52 funds, $2.2B reported gross assets
- Applied Ventures, LLC1 fund, $18.8M reported gross assets
Change history
- Mar 28, 2025Won Administrator: this provider replaced KRANZ & ASSOCIATES HOLDINGS, LLC at Fenox Innotech Venture Company VI, LP and 15 more of the same manager’s funds · Pegasus Tech Ventures, Inc.Form ADV, previous May 3, 2024 reports.adviserinfo.sec.gov
- Mar 31, 2021Lost Administrator: KRANZ & ASSOCIATES HOLDINGS, LLC replaced this provider at Pegasus Tech Ventures Spv I, L.P. · Pegasus Tech Ventures, Inc.Form ADV, previous Apr 1, 2020 sec.gov
- Mar 31, 2021Won Administrator: this provider replaced ESSENTIAL FUND SERVICES INTERNATIONAL at Fexox Venture Company Xiv, L.P. · Pegasus Tech Ventures, Inc.Form ADV, previous Apr 1, 2020 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 administrator on 53 venture funds, 0.1% of the venture funds with an administrator 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 | 53 | 2 |
By fund size
| Funds | Managers | |
|---|---|---|
| Under $25M | 34 | 2 |
| $25M to $100M | 15 | 1 |
| $100M to $500M | 3 | 1 |
| $500M and over | 1 | 1 |
By manager state
| Funds | Managers | |
|---|---|---|
| California | 53 | 2 |
Adviser decisions by year
| Filing year | Won (funds) | Lost (funds) | By acquisition |
|---|---|---|---|
| 2025 | 1 (16) | 0 (0) | none |
Where it wins and loses: manager type
| Won | Lost | |
|---|---|---|
| Institutional venture firm | 1 | 0 |
Fund size
| Won | Lost | |
|---|---|---|
| $100M to $500M | 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
- KRANZ & ASSOCIATES HOLDINGS, LLC1 decision, 16 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.
Who to call
The managers to call are listed by name for a reader with the venture graph. See the administrator opportunity list
Filing evidence
- First named
- Mar 28, 2017
- 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 and follow
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.