This provider
The service provider's name, 8 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 |
|---|---|---|---|---|---|
| Healthbox Europe I, L.P. | Healthbox Global Partners | Administrator | 2019 | $6.3M | Form ADV Mar 29, 2022 sec.gov |
| Healthbox Chicago III LLC | Healthbox Global Partners | Administrator | 2014 | $2.8M | Form ADV Mar 29, 2022 sec.gov |
| Healthbox Chicago II LLC | Healthbox Global Partners | Administrator | 2013 | $1.7M | Form ADV Mar 29, 2022 sec.gov |
Managers served
- Healthbox Global Partners9 funds, $14.1M reported gross assets
- Delta-V Capital, LLC1 fund
- Growth Catalyst Partners, L.P.1 fund
Change history
- Mar 29, 2024Lost Administrator: E78 FUND SOLUTIONS, LLC replaced this provider at Benford Capital Partners I-A, L.P. and 1 more of the same manager’s funds · Benford Capital Partners Management, L.P.Form ADV, previous Jul 24, 2023 sec.gov
- Mar 25, 2024Lost Administrator: ELEMENT 78 PARTNERS, LLC replaced this provider at Growth Catalyst Partners I-A, L.P. and 5 more of the same manager’s funds · Growth Catalyst Partners, L.P.Form ADV, previous Mar 31, 2023 sec.gov
- Mar 15, 2024Lost Administrator: E78 PARTNERS, LLC replaced this provider at 2016 M25 Group Fund 2, LLC and 4 more of the same manager’s funds · M25Form ADV, previous Mar 6, 2023 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 11 venture funds, 0.0% of the venture funds with an administrator on record. Won 0 and lost 3 adviser decisions from 2024 to 2026: a net loss of 3.
Who it serves, by manager type
| Funds | Managers | |
|---|---|---|
| Micro VC | 9 | 1 |
| Candidate | 1 | 1 |
| Not classified | 1 | 1 |
By fund size
| Funds | Managers | |
|---|---|---|
| Under $25M | 10 | 2 |
| $25M to $100M | 1 | 1 |
By manager state
| Funds | Managers | |
|---|---|---|
| Illinois | 9 | 1 |
| Colorado | 1 | 1 |
Adviser decisions by year
| Filing year | Won (funds) | Lost (funds) | By acquisition |
|---|---|---|---|
| 2024 | 0 (0) | 3 (13) | none |
| 2023 | 0 (0) | 2 (3) | none |
Where it wins and loses: manager type
| Won | Lost | |
|---|---|---|
| Not classified | 0 | 2 |
| Multi-stage venture firm | 0 | 1 |
Fund size
| Won | Lost | |
|---|---|---|
| $25M to $100M | 0 | 1 |
| $100M to $500M | 0 | 2 |
Manager state
| Won | Lost | |
|---|---|---|
| Illinois | 0 | 1 |
Loses most often to
- ELEMENT 78 PARTNERS, LLC1 decision, 6 funds
- E78 PARTNERS, LLC1 decision, 5 funds
- name-e78fundsolutions1 decision, 2 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.
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 30, 2018
- Latest filing
- Mar 31, 2023
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.