This provider
The service provider's name, 193 additional funds served, 11 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.
What matters now
- Won5 funds
K5 Global Technology, LLC moved 5 funds to this provider as custodian, from JPMorgan.
A new client relationship, first shown on this filing.
- Won1 fund
K5 Global Advisor LLC moved a fund to this provider as custodian, from First Republic Bank.
A new client relationship, first shown on this filing.
- 4 / 0decisions won / lost
In the last 12 months advisers moved 58 funds to this provider (4 decisions) 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 - Won50 funds
K5 Global Advisor LLC moved 50 funds to this provider as custodian, from JPMorgan.
A new client relationship, first shown on this filing.
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 |
|---|---|---|---|---|---|
| Insight Venture Partners Ix, L.P. | Insight Venture Partners | Custodian | 2014 | $6.5B | Form ADV Mar 31, 2026 reports.adviserinfo.sec.gov |
| K5x Fund I, LP | K5 Global Advisor LLC | Custodian | 2022 | $1.4B | Form ADV Mar 31, 2026 reports.adviserinfo.sec.gov |
| Crosslink Ventures VII, LP | Crosslink Capital, Inc. | Custodian | 2013 | $478M | Form ADV Mar 27, 2026 reports.adviserinfo.sec.gov |
Managers served
- Insight Venture Partners2 funds, $6.5B reported gross assets
- K5 Global Advisor LLC57 funds, $3.5B reported gross assets
- Crosslink Capital, Inc.27 funds, $1.5B reported gross assets
Change history
- Mar 31, 2026Won Custodian: this provider replaced JPMorgan at MBK Capital, LP - Series 101 and 49 more of the same manager’s funds · K5 Global Advisor LLCForm ADV, previous Oct 21, 2025 reports.adviserinfo.sec.gov
- Mar 31, 2026Won Custodian: this provider replaced JPMorgan at K5 Tech Fund I, LP - Ventures III and 4 more of the same manager’s funds · K5 Global Technology, LLCForm ADV, previous Oct 21, 2025 reports.adviserinfo.sec.gov
- Mar 31, 2026Won Custodian: this provider replaced First Republic Bank at K5 Global Lt Co-Invest LLC · K5 Global Advisor LLCForm ADV, previous Oct 21, 2025 reports.adviserinfo.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 custodian on 196 venture funds, 0.4% of the venture funds with a custodian on record. Won 4 and lost 0 adviser decisions from 2024 to 2026: a net gain of 4.
Who it serves, by manager type
| Funds | Managers | |
|---|---|---|
| Corporate venture | 74 | 4 |
| Institutional venture firm | 48 | 9 |
| Multi-stage venture firm | 40 | 7 |
| Micro VC | 17 | 3 |
| Private equity with venture activity | 7 | 3 |
| Venture studio | 5 | 1 |
By fund size
| Funds | Managers | |
|---|---|---|
| Under $25M | 132 | 23 |
| $25M to $100M | 32 | 14 |
| $100M to $500M | 29 | 9 |
| $500M and over | 3 | 2 |
By manager state
| Funds | Managers | |
|---|---|---|
| California | 61 | 9 |
| Florida | 25 | 2 |
| Connecticut | 8 | 1 |
| Maryland | 5 | 1 |
| New York | 4 | 2 |
| Alabama | 3 | 1 |
Adviser decisions by year
| Filing year | Won (funds) | Lost (funds) | By acquisition |
|---|---|---|---|
| 2026 | 4 (58) | 0 (0) | none |
| 2023 | 0 (0) | 0 (0) | 1 in, 0 out |
| 2022 | 0 (0) | 5 (7) | none |
| 2021 | 0 (0) | 1 (3) | none |
Where it wins and loses: manager type
| Won | Lost | |
|---|---|---|
| Corporate venture | 3 | 0 |
| Institutional venture firm | 1 | 0 |
Fund size
| Won | Lost | |
|---|---|---|
| Under $25M | 1 | 0 |
| $100M to $500M | 2 | 0 |
| $500M and over | 1 | 0 |
Manager state
| Won | Lost | |
|---|---|---|
| Florida | 1 | 0 |
Loses most often to
No adviser moved a fund from this provider in the last three years.
Wins most often from
- JPMorgan3 decisions, 57 funds
- First Republic Bank1 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. By acquisition (a succession, never counted as won or lost): 1 in (3 funds), 0 out (0 funds).
Who to call
The managers to call are listed by name for a reader with the venture graph. See the custodian opportunity list
Filing evidence
- First named
- Mar 29, 2012
- Latest filing
- Aug 31, 2026
- SEC file number
- 8-1447
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 custodian to or away from this provider in the last 12 months?
A provider can be followed from its named record.