This provider
The service provider's name, 1 additional fund served, 2 provider changes
Every relationship, signal and contact on this record, with the source on each.
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What matters now
- Lost4 funds
Scrum Ventures LLC moved 4 funds from this provider to U.S. Bank, MITSUBISHI UFJ FINANCIAL GROUP, INC. as custodian.
A client that left; the filing names who replaced this provider.
- Lost1 fund
Scrum Ventures LLC moved a fund from this provider to U.S. Bank as custodian.
A client that left; the filing names who replaced this provider.
- 0 / 2decisions won / lost
In the last 12 months advisers moved 0 funds to this provider (0 decisions) and 5 away (2 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 |
|---|---|---|---|---|---|
| Team Builder Ventures LLC | Team Builder Ventures Mc, LLC | Custodian | unknown | not reported | Form ADV Mar 30, 2022 sec.gov |
| Sigma Partners IV, LP | Sigma Management 6, LLC | Custodian | unknown | not reported | Form ADV Mar 26, 2019 sec.gov |
| Sigma Partners V, LP | Sigma Management 6, LLC | Custodian | unknown | not reported | Form ADV May 31, 2016 sec.gov |
- Sigma Management 6, LLC3 funds
- Team Builder Ventures Mc, LLC1 fund
- Mar 18, 2026Lost Custodian: U.S. Bank, MITSUBISHI UFJ FINANCIAL GROUP, INC. replaced this provider at Scrum Ventures Fund II, LP and 3 more of the same manager’s funds · Scrum Ventures LLCForm ADV, previous Mar 21, 2025 reports.adviserinfo.sec.gov
- Mar 18, 2026Lost Custodian: U.S. Bank replaced this provider at Scrum Ventures Fund I, LP · Scrum Ventures LLCForm ADV, previous Mar 21, 2025 reports.adviserinfo.sec.gov
- Mar 25, 2023Won Custodian: this provider replaced First Republic Bank at Scrum Ventures Fund III L.P. · Scrum Ventures LLCForm ADV, previous Mar 30, 2022 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 4 venture funds, 0.0% of the venture funds with a custodian on record. Won 0 and lost 2 adviser decisions from 2024 to 2026: a net loss of 2.
Who it serves, by manager type
| Funds | Managers | |
|---|---|---|
| Institutional venture firm | 3 | 1 |
| Micro VC | 1 | 1 |
By fund size
| Funds | Managers | |
|---|---|---|
| Under $25M | 4 | 2 |
By manager state
| Funds | Managers | |
|---|---|---|
| California | 4 | 2 |
Adviser decisions by year
| Filing year | Won (funds) | Lost (funds) | By acquisition |
|---|---|---|---|
| 2026 | 0 (0) | 2 (5) | none |
| 2023 | 1 (1) | 0 (0) | none |
| 2022 | 1 (2) | 0 (0) | none |
Where it wins and loses: manager type
| Won | Lost | |
|---|---|---|
| Multi-stage venture firm | 0 | 2 |
Fund size
| Won | Lost | |
|---|---|---|
| Under $25M | 0 | 1 |
| $25M to $100M | 0 | 1 |
Manager state
| Won | Lost | |
|---|---|---|
| California | 0 | 2 |
Loses most often to
- U.S. Bank2 decisions, 5 funds
- MITSUBISHI UFJ FINANCIAL GROUP, INC.1 decision, 4 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.
The managers to call are listed by name for a reader with the venture graph. See the custodian opportunity list
- First named
- Mar 30, 2012
- Latest filing
- Mar 30, 2022
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.