This provider
The service provider's name, 24 additional funds served, 1 provider change
Every relationship, signal and contact on this record, with the source on each.
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What matters now
- Won3 funds
Ancor Capital Partners moved 3 funds to this provider as custodian, from INDEPENDENT BANK.
A new client relationship, first shown on this filing.
- 1 / 0decisions won / lost
In the last 12 months advisers moved 3 funds 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 |
|---|---|---|---|---|---|
| Blue Bear Capital Partners III, LP | Blue Bear Investment Group, LLC | Custodian | 2022 | $135M | Form ADV Mar 26, 2026 reports.adviserinfo.sec.gov |
| Blue Bear Capital Partners II, LP | Blue Bear Investment Group, LLC | Custodian | 2019 | $121M | Form ADV Mar 26, 2026 reports.adviserinfo.sec.gov |
| Eastside Partners IV, LP | Eastside Management Company LLC | Custodian | 2019 | $80.9M | Form ADV Aug 11, 2026 reports.adviserinfo.sec.gov |
- Blue Bear Investment Group, LLC4 funds, $277M reported gross assets
- Eastside Management Company LLC8 funds, $148M reported gross assets
- BIP Capital10 funds, $147M reported gross assets
- Mar 30, 2026Won Custodian: this provider replaced INDEPENDENT BANK at Ancor Pledge Fund Xii, LLC and 2 more of the same manager’s funds · Ancor Capital PartnersForm ADV, previous Mar 31, 2025 reports.adviserinfo.sec.gov
- Mar 19, 2025Won Custodian: this provider replaced Silicon Valley Bank at Blue Bear Capital Partners II, LP and 3 more of the same manager’s funds · Blue Bear Investment Group, LLCForm ADV, previous Mar 29, 2024 reports.adviserinfo.sec.gov
- Mar 29, 2024Won Custodian: INSPIRA FINANCIAL, this provider replaced MILLENNIUM TRUST COMPANY, SIGNATURE BANK at Panoramic Annex Fund 4-Qp, LP and 5 more of the same manager’s funds · BIP CapitalForm ADV, previous Jul 21, 2023 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 27 venture funds, 0.1% of the venture funds with a custodian on record. Won 3 and lost 0 adviser decisions from 2024 to 2026: a net gain of 3.
Who it serves, by manager type
| Funds | Managers | |
|---|---|---|
| Institutional venture firm | 22 | 3 |
| Not classified | 3 | 1 |
| Private equity with venture activity | 1 | 1 |
| Micro VC | 1 | 1 |
By fund size
| Funds | Managers | |
|---|---|---|
| Under $25M | 18 | 6 |
| $25M to $100M | 6 | 3 |
| $100M to $500M | 3 | 2 |
By manager state
| Funds | Managers | |
|---|---|---|
| Georgia | 10 | 1 |
| Alabama | 8 | 1 |
| Wyoming | 4 | 1 |
| Colorado | 1 | 1 |
| Florida | 1 | 1 |
Adviser decisions by year
| Filing year | Won (funds) | Lost (funds) | By acquisition |
|---|---|---|---|
| 2026 | 1 (3) | 0 (0) | none |
| 2025 | 1 (4) | 0 (0) | none |
| 2024 | 1 (6) | 0 (0) | none |
| 2022 | 1 (2) | 0 (0) | none |
Where it wins and loses: manager type
| Won | Lost | |
|---|---|---|
| Institutional venture firm | 2 | 0 |
| Not classified | 1 | 0 |
Fund size
| Won | Lost | |
|---|---|---|
| Under $25M | 1 | 0 |
| $100M to $500M | 2 | 0 |
Manager state
| Won | Lost | |
|---|---|---|
| Georgia | 1 | 0 |
| Wyoming | 1 | 0 |
Loses most often to
No adviser moved a fund from this provider in the last three years.
Wins most often from
- MILLENNIUM TRUST COMPANY1 decision, 6 funds
- SIGNATURE BANK1 decision, 6 funds
- Silicon Valley Bank1 decision, 4 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 custodian opportunity list
- First named
- Apr 17, 2019
- Latest filing
- Aug 28, 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.