This provider
The service provider's name, 429 additional funds served, 84 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
- Lost2 funds
MFV Partners Management, LLC moved 2 funds from this provider to SENSIBA SAN FILIPPO LLP as auditor.
A client that left; the filing names who replaced this provider.
- Won2 funds
R136 Ventures Uae moved 2 funds to this provider as auditor, from KOST FORER GABBAY & KASIERER.
A new client relationship, first shown on this filing.
- Lost1 fund
Harper Court Ventures Fund I LP moved a fund from this provider to SENSIBA SAN FILIPPO LLP as auditor.
A client that left; the filing names who replaced this provider.
- 7 / 3decisions won / lost
In the last 12 months advisers moved 21 funds to this provider (7 decisions) and 5 away (3 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 |
|---|---|---|---|---|---|
| The Huff Energy Fund, L.P. | WRH Energy Partners, L.L.C. | Auditor | unknown | $900M | Form ADV Mar 26, 2026 reports.adviserinfo.sec.gov |
| RRE Ventures VI, L.P. | RRE Ventures | Auditor | 2014 | $872M | Form ADV Mar 30, 2026 reports.adviserinfo.sec.gov |
| Performance Venture Capital Reinvestment Fund, L.P. | Sagard Private Equity Solutions | Auditor | unknown | $675M | Form ADV Mar 31, 2026 reports.adviserinfo.sec.gov |
- Sagard Private Equity Solutions27 funds, $4.1B reported gross assets
- RRE Ventures8 funds, $2.2B reported gross assets
- Edison Partners Management, LLC26 funds, $1.9B reported gross assets
- Mar 31, 2026Lost Auditor: SENSIBA SAN FILIPPO LLP replaced this provider at MFV Partners Fund II, L.P. and 1 more of the same manager’s funds · MFV Partners Management, LLCForm ADV, previous Mar 31, 2025 reports.adviserinfo.sec.gov
- Mar 31, 2026Won Auditor: this provider replaced KOST FORER GABBAY & KASIERER at Fort Ross Ventures Late Stage Fund I, L.P. and 1 more of the same manager’s funds · R136 Ventures UaeForm ADV, previous Sep 24, 2025 reports.adviserinfo.sec.gov
- Mar 31, 2026Lost Auditor: SENSIBA SAN FILIPPO LLP replaced this provider at Harper Court Ventures Fund I LPForm ADV, previous Mar 31, 2025 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 auditor on 420 venture funds, 2.1% of the venture funds with an auditor on record. Won 16 and lost 14 adviser decisions from 2024 to 2026: a net gain of 2.
Who it serves, by manager type
| Funds | Managers | |
|---|---|---|
| Institutional venture firm | 133 | 36 |
| Not classified | 90 | 20 |
| Multi-stage venture firm | 61 | 12 |
| Candidate | 52 | 24 |
| Private equity with venture activity | 46 | 8 |
| Micro VC | 29 | 20 |
By fund size
| Funds | Managers | |
|---|---|---|
| Under $25M | 209 | 76 |
| $25M to $100M | 129 | 75 |
| $100M to $500M | 83 | 39 |
| $500M and over | 11 | 8 |
By manager state
| Funds | Managers | |
|---|---|---|
| New York | 117 | 32 |
| California | 50 | 18 |
| New Jersey | 36 | 5 |
| Connecticut | 28 | 2 |
| Pennsylvania | 11 | 6 |
| Florida | 10 | 3 |
Adviser decisions by year
| Filing year | Won (funds) | Lost (funds) | By acquisition |
|---|---|---|---|
| 2026 | 7 (21) | 3 (5) | none |
| 2025 | 5 (10) | 7 (17) | none |
| 2024 | 4 (9) | 4 (9) | none |
| 2023 | 4 (20) | 2 (16) | none |
| 2022 | 7 (16) | 4 (8) | none |
Where it wins and loses: manager type
| Won | Lost | |
|---|---|---|
| Institutional venture firm | 5 | 6 |
| Not classified | 3 | 5 |
| Multi-stage venture firm | 5 | 1 |
| Candidate | 1 | 1 |
| Micro VC | 1 | 1 |
| Not a venture organization | 1 | 0 |
Fund size
| Won | Lost | |
|---|---|---|
| Under $25M | 2 | 1 |
| $25M to $100M | 7 | 6 |
| $100M to $500M | 7 | 5 |
| $500M and over | 0 | 2 |
Manager state
| Won | Lost | |
|---|---|---|
| New York | 2 | 4 |
| California | 1 | 1 |
| North Carolina | 2 | 0 |
| Connecticut | 0 | 1 |
| Florida | 0 | 1 |
| Illinois | 1 | 0 |
Loses most often to
- PwC2 decisions, 11 funds
- SENSIBA SAN FILIPPO LLP2 decisions, 3 funds
- BDO2 decisions, 2 funds
Wins most often from
- WithumSmith+Brown3 decisions, 11 funds
- EY2 decisions, 6 funds
- RSM2 decisions, 5 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. 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 auditor opportunity list
- First named
- Feb 13, 2012
- Latest filing
- Aug 21, 2026
- PCAOB firm id
- 274, 2741, 39
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 auditor to or away from this provider in the last 12 months?
A provider can be followed from its named record.