This provider
The service provider's name, 26 additional funds served, 12 provider changes
Every relationship, signal and contact on this record, with the source on each.
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What matters now
- Lost3 funds
Space Angels moved 3 funds from this provider to Carta as administrator.
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 3 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 |
|---|---|---|---|---|---|
| Lrvhealth II, LP | Long River Capital Management II LLC | Administrator | 2022 | $287M | Form ADV Mar 23, 2026 reports.adviserinfo.sec.gov |
| NEW Voices Fund II, LP | NEW Voices Advisors, LLC | Administrator | 2021 | $105M | Form ADV Mar 31, 2026 reports.adviserinfo.sec.gov |
| Lrvhealth, LP | Long River Capital Management II LLC | Administrator | 2018 | $99.8M | Form ADV Mar 23, 2026 reports.adviserinfo.sec.gov |
- Long River Capital Management II LLC4 funds, $436M reported gross assets
- NEW Voices Advisors, LLC3 funds, $150M reported gross assets
- RVP Management, LLC10 funds, $101M reported gross assets
- Mar 23, 2026Lost Administrator: Carta replaced this provider at Space Capital II L.P. and 2 more of the same manager’s funds · Space AngelsForm ADV, previous Nov 14, 2025 reports.adviserinfo.sec.gov
- Mar 31, 2025Lost Administrator: ELEMENT 78 PARTNERS, LLC replaced this provider at Healthedge Investment Fund III, L.P. and 2 more of the same manager’s funds · Healthedge Investment PartnersForm ADV, previous Mar 27, 2024 reports.adviserinfo.sec.gov
- Mar 31, 2025Lost Administrator: UMB FUND SERVICES replaced this provider at RET Ventures Spv III, L.P. and 9 more of the same manager’s funds · Retv Management, LLCForm ADV, previous Apr 2, 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 administrator on 29 venture funds, 0.1% of the venture funds with an administrator on record. Won 2 and lost 4 adviser decisions from 2024 to 2026: a net loss of 2.
Who it serves, by manager type
| Funds | Managers | |
|---|---|---|
| Multi-stage venture firm | 10 | 1 |
| Institutional venture firm | 7 | 2 |
| Candidate | 4 | 1 |
| Not classified | 4 | 2 |
| Corporate venture | 3 | 1 |
| Accelerator | 1 | 1 |
By fund size
| Funds | Managers | |
|---|---|---|
| Under $25M | 18 | 8 |
| $25M to $100M | 8 | 6 |
| $100M to $500M | 3 | 3 |
By manager state
| Funds | Managers | |
|---|---|---|
| Massachusetts | 14 | 2 |
| North Carolina | 4 | 1 |
| California | 3 | 1 |
| Georgia | 3 | 1 |
| Utah | 1 | 1 |
Adviser decisions by year
| Filing year | Won (funds) | Lost (funds) | By acquisition |
|---|---|---|---|
| 2026 | 0 (0) | 1 (3) | none |
| 2025 | 0 (0) | 2 (13) | none |
| 2024 | 2 (2) | 1 (3) | none |
| 2022 | 4 (10) | 1 (2) | none |
Where it wins and loses: manager type
| Won | Lost | |
|---|---|---|
| Not classified | 1 | 1 |
| Accelerator | 0 | 1 |
| Angel fund or group | 0 | 1 |
| Institutional venture firm | 1 | 0 |
| Micro VC | 0 | 1 |
Fund size
| Won | Lost | |
|---|---|---|
| Under $25M | 1 | 0 |
| $25M to $100M | 0 | 2 |
| $100M to $500M | 1 | 2 |
Manager state
| Won | Lost | |
|---|---|---|
| Georgia | 1 | 0 |
| New York | 0 | 1 |
| Utah | 0 | 1 |
Loses most often to
- UMB FUND SERVICES1 decision, 10 funds
- ELEMENT 78 PARTNERS, LLC1 decision, 3 funds
- VECTOR AIS, LLC1 decision, 3 funds
Wins most often from
- name-cortlandcapitalmarket1 decision, 1 fund
- Apex Group1 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 administrator opportunity list
- First named
- Jul 29, 2020
- Latest filing
- Jul 14, 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 administrator to or away from this provider in the last 12 months?
A provider can be followed from its named record.