This provider
The service provider's name, 76 additional funds served, 7 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.
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 |
|---|---|---|---|---|---|
| Thrive Capital Partners VII Growth, L.P. | Thrive Capital | Custodian | 2021 | $2.5B | Form ADV Jul 6, 2026 reports.adviserinfo.sec.gov |
| Thrive Capital Partners Viii, L.P. | Thrive Capital | Custodian | 2022 | $2.4B | Form ADV Jul 6, 2026 reports.adviserinfo.sec.gov |
| Thrive Capital Partners VI Growth, L.P. | Thrive Capital | Custodian | 2018 | $2.1B | Form ADV Jul 6, 2026 reports.adviserinfo.sec.gov |
- Thrive Capital16 funds, $14B reported gross assets
- Benchmark Capital Holdings28 funds, $6.6B reported gross assets
- Section 32, LLC6 funds, $2.5B reported gross assets
- Mar 26, 2025Won Custodian: Silicon Valley Bank, this provider replaced First Citizens Bank at Maiden Lane Fund II, L.P. · Maiden Lane Ventures II , LLCForm ADV, previous Mar 28, 2024 reports.adviserinfo.sec.gov
- Mar 26, 2025Won Custodian: Bank of America, Silicon Valley Bank, this provider replaced First Citizens Bank at Maiden Lane Fund I, L.P. · Maiden Lane Ventures, LLCForm ADV, previous Mar 28, 2024 reports.adviserinfo.sec.gov
- Mar 28, 2024Won Custodian: this provider replaced Bank of America at MIO Venture Fund I LP and 2 more of the same manager’s funds · MIO Partners, Inc.Form ADV, previous May 8, 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 79 venture funds, 0.2% of the venture funds with a custodian on record. Won 5 and lost 0 adviser decisions from 2024 to 2026: a net gain of 5.
Who it serves, by manager type
| Funds | Managers | |
|---|---|---|
| Institutional venture firm | 52 | 9 |
| Multi-stage venture firm | 16 | 1 |
| Corporate venture | 4 | 1 |
| Private equity with venture activity | 3 | 1 |
| Not classified | 2 | 1 |
| Micro VC | 1 | 1 |
By fund size
| Funds | Managers | |
|---|---|---|
| Under $25M | 20 | 8 |
| $25M to $100M | 17 | 9 |
| $100M to $500M | 21 | 10 |
| $500M and over | 21 | 5 |
By manager state
| Funds | Managers | |
|---|---|---|
| California | 44 | 6 |
| New York | 21 | 3 |
| Massachusetts | 8 | 2 |
Adviser decisions by year
| Filing year | Won (funds) | Lost (funds) | By acquisition |
|---|---|---|---|
| 2025 | 2 (2) | 0 (0) | none |
| 2024 | 3 (5) | 0 (0) | 5 in, 0 out |
Where it wins and loses: manager type
| Won | Lost | |
|---|---|---|
| Institutional venture firm | 3 | 0 |
| Candidate | 1 | 0 |
| Corporate venture | 1 | 0 |
Fund size
| Won | Lost | |
|---|---|---|
| Under $25M | 2 | 0 |
| $25M to $100M | 1 | 0 |
| $100M to $500M | 2 | 0 |
Manager state
| Won | Lost | |
|---|---|---|
| California | 3 | 0 |
| New Jersey | 1 | 0 |
| New York | 1 | 0 |
Loses most often to
No adviser moved a fund from this provider in the last three years.
Wins most often from
- Bank of America3 decisions, 5 funds
- First Citizens Bank2 decisions, 2 funds
- Morgan Stanley2 decisions, 2 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. By acquisition (a succession, never counted as won or lost): 5 in (19 funds), 0 out (0 funds).
The managers to call are listed by name for a reader with the venture graph. See the custodian opportunity list
- First named
- Mar 30, 2021
- Latest filing
- Jul 27, 2026
- SEC file number
- 8-69787
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.