This provider
The service provider's name, 38 additional funds served, 23 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
- Won1 fund
Baring Private Equity Partners (india) Limited moved a fund to this provider as auditor, from KPMG.
A new client relationship, first shown on this filing.
- Lost1 fund
Warren Equity Partners Manager, L.P. moved a fund from this provider to PwC as auditor.
A client that left; the filing names who replaced this provider.
- Lost1 fund
TIN Men Capital Private Limited moved a fund from this provider to Carta as administrator.
A client that left; the filing names who replaced this provider.
- 2 / 2decisions won / lost
In the last 12 months advisers moved 2 funds to this provider (2 decisions) and 2 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
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 |
|---|---|---|---|---|---|
| Ballast Point Ventures III, LP | Ballast Point Ventures | Auditor | 2015 | $210M | Form ADV Mar 31, 2026 reports.adviserinfo.sec.gov |
| Ballast Point Ventures IV LP | Ballast Point Ventures | Auditor | 2021 | $176M | Form ADV Mar 31, 2026 reports.adviserinfo.sec.gov |
| NEX Partners III, LP | DNX Ventures | Auditor | unknown | $132M | Form ADV Feb 25, 2026 reports.adviserinfo.sec.gov |
Managers served
- Ballast Point Ventures5 funds, $475M reported gross assets
- Stratim Partners LLC7 funds, $140M reported gross assets
- DNX Ventures1 fund, $132M reported gross assets
Change history
- Mar 31, 2026Won Auditor: this provider replaced KPMG at Baring India Private Equity Fund II Limited · Baring Private Equity Partners (india) LimitedForm ADV, previous Mar 31, 2025 reports.adviserinfo.sec.gov
- Mar 30, 2026Lost Auditor: PwC replaced this provider at WEP Ipc Investment, LLC · Warren Equity Partners Manager, L.P.Form ADV, previous Nov 14, 2025 reports.adviserinfo.sec.gov
- Mar 30, 2026Lost Administrator: Carta replaced this provider at TIN Men Master Fund II Vcc · TIN Men Capital Private LimitedForm ADV, previous Mar 17, 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 auditor on 40 venture funds, 0.2% of the venture funds with an auditor on record. Won 2 and lost 6 adviser decisions from 2024 to 2026: a net loss of 4.
Who it serves, by manager type
| Funds | Managers | |
|---|---|---|
| Not classified | 11 | 6 |
| Institutional venture firm | 8 | 4 |
| Micro VC | 8 | 4 |
| Multi-stage venture firm | 7 | 1 |
| Candidate | 5 | 2 |
| Private equity with venture activity | 1 | 1 |
By fund size
| Funds | Managers | |
|---|---|---|
| Under $25M | 24 | 13 |
| $25M to $100M | 13 | 9 |
| $100M to $500M | 3 | 2 |
| $500M and over | 1 | 1 |
By manager state
| Funds | Managers | |
|---|---|---|
| California | 9 | 3 |
| Florida | 5 | 1 |
| Connecticut | 3 | 1 |
| Tennessee | 3 | 1 |
| Colorado | 2 | 1 |
| New York | 2 | 1 |
Adviser decisions by year
| Filing year | Won (funds) | Lost (funds) | By acquisition |
|---|---|---|---|
| 2026 | 2 (2) | 2 (2) | none |
| 2025 | 0 (0) | 2 (6) | none |
| 2024 | 0 (0) | 2 (9) | none |
| 2023 | 0 (0) | 2 (4) | none |
| 2022 | 3 (3) | 1 (9) | none |
Where it wins and loses: manager type
| Won | Lost | |
|---|---|---|
| Not classified | 0 | 4 |
| Institutional venture firm | 0 | 2 |
| Private equity with venture activity | 1 | 0 |
| Venture studio | 1 | 0 |
Fund size
| Won | Lost | |
|---|---|---|
| Under $25M | 0 | 1 |
| $25M to $100M | 2 | 3 |
| $100M to $500M | 0 | 2 |
Manager state
| Won | Lost | |
|---|---|---|
| California | 1 | 1 |
Loses most often to
- PwC2 decisions, 9 funds
- SC&H GROUP INC.1 decision, 5 funds
- KPMG1 decision, 1 fund
Wins most often from
- Moss Adams1 decision, 1 fund
- KPMG1 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.
Who to call
The managers to call are listed by name for a reader with the venture graph. See the auditor opportunity list
Filing evidence
- First named
- Feb 16, 2012
- Latest filing
- Aug 19, 2026
- PCAOB firm id
- 173, 1881
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 auditor to or away from this provider in the last 12 months?
A provider can be followed from its named record.