This provider
The service provider's name, 34 additional funds served, 47 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
Lifesci Venture Management, LLC moved 2 funds from this provider to MAYER HOFFMAN MCCANN P.C. as auditor.
A client that left; the filing names who replaced this provider.
- Lost1 fund
Sino Global Capital Management LLC moved a fund from this provider to MAYER HOFFMAN MCCANN P.C. as auditor.
A client that left; the filing names who replaced this provider.
- Lost1 fund
Roaring Brook Holdings LLC moved a fund from this provider to MAYER HOFFMAN MCCANN P.C. as auditor.
A client that left; the filing names who replaced this provider.
- 0 / 8decisions won / lost
In the last 12 months advisers moved 0 funds to this provider (0 decisions) and 9 away (8 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 |
|---|---|---|---|---|---|
| PIF Fund I LP | PIF Capital Management Ltd | Auditor | unknown | $131M | Form ADV Mar 30, 2026 reports.adviserinfo.sec.gov |
| Highbar Opportunities Fund, L.P. | Highbar Partners | Auditor | 2022 | $97.8M | Form ADV Mar 31, 2026 reports.adviserinfo.sec.gov |
| Mutual Capital Partners Fund III LP & Iii-Q LP | Mutual Capital Partners Funds | Auditor | 2018 | $43.3M | Form ADV Feb 5, 2024 sec.gov |
- PIF Capital Management Ltd6 funds, $139M reported gross assets
- Highbar Partners3 funds, $115M reported gross assets
- Mutual Capital Partners Funds4 funds, $77.4M reported gross assets
- Apr 2, 2026Lost Auditor: MAYER HOFFMAN MCCANN P.C. replaced this provider at Lifesci Venture Partners III, LP and 1 more of the same manager’s funds · Lifesci Venture Management, LLCForm ADV, previous Apr 8, 2025 reports.adviserinfo.sec.gov
- Mar 31, 2026Lost Auditor: MAYER HOFFMAN MCCANN P.C. replaced this provider at Liquid Value US Fund I LP · Sino Global Capital Management LLCForm ADV, previous May 16, 2025 reports.adviserinfo.sec.gov
- Mar 26, 2026Lost Auditor: MAYER HOFFMAN MCCANN P.C. replaced this provider at Roaring Brook Innovations Fund I L.P. · Roaring Brook Holdings LLCForm ADV, previous Jan 16, 2026 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 37 venture funds, 0.2% of the venture funds with an auditor on record. Won 1 and lost 25 adviser decisions from 2024 to 2026: a net loss of 24.
Who it serves, by manager type
| Funds | Managers | |
|---|---|---|
| Institutional venture firm | 12 | 3 |
| Micro VC | 6 | 6 |
| Not classified | 6 | 3 |
| Government-backed venture investor | 4 | 1 |
| Multi-stage venture firm | 3 | 1 |
| Not a venture organization | 2 | 1 |
By fund size
| Funds | Managers | |
|---|---|---|
| Under $25M | 29 | 17 |
| $25M to $100M | 7 | 6 |
| $100M to $500M | 1 | 1 |
By manager state
| Funds | Managers | |
|---|---|---|
| New York | 8 | 4 |
| California | 5 | 3 |
| Florida | 5 | 4 |
| Ohio | 5 | 2 |
| Virginia | 1 | 1 |
Adviser decisions by year
| Filing year | Won (funds) | Lost (funds) | By acquisition |
|---|---|---|---|
| 2026 | 0 (0) | 7 (8) | none |
| 2025 | 0 (0) | 16 (50) | none |
| 2024 | 1 (7) | 2 (2) | none |
| 2023 | 10 (23) | 3 (17) | none |
| 2022 | 1 (8) | 1 (1) | none |
Where it wins and loses: manager type
| Won | Lost | |
|---|---|---|
| Institutional venture firm | 1 | 10 |
| Corporate venture | 0 | 3 |
| Micro VC | 0 | 3 |
| Seed fund manager | 0 | 3 |
| Not classified | 0 | 2 |
| Accelerator | 0 | 1 |
Fund size
| Won | Lost | |
|---|---|---|
| Under $25M | 0 | 6 |
| $25M to $100M | 0 | 8 |
| $100M to $500M | 1 | 10 |
| $500M and over | 0 | 1 |
Manager state
| Won | Lost | |
|---|---|---|
| New York | 0 | 8 |
| California | 1 | 3 |
| Florida | 0 | 2 |
| Texas | 0 | 2 |
| Pennsylvania | 0 | 1 |
| Rhode Island | 0 | 1 |
Loses most often to
- MAYER HOFFMAN MCCANN P.C.19 decisions, 49 funds
- PwC1 decision, 4 funds
- RICHEY, MAY & CO., LLP1 decision, 2 funds
Wins most often from
- KPMG1 decision, 7 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
- Mar 28, 2012
- Latest filing
- May 6, 2026
- PCAOB firm id
- 2648, 688, 71352
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.