This provider
The service provider's name, 1 additional fund served, 8 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.
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 |
|---|---|---|---|---|---|
| Tri-Star Technology Fund II, L.P. | Tri-Star Technology Ventures, LLC | Auditor | 2011 | $21.9M | Form ADV Mar 19, 2015 sec.gov |
| Tri-Star Technology Fund, LLC | Tri-Star Technology Ventures, LLC | Auditor | unknown | $14.3M | Form ADV Mar 19, 2015 sec.gov |
| Blue Chip Capital Fund III Limited Partnership | Blue Chip Venture Company Ltd. | Auditor | unknown | not reported | Form ADV Mar 25, 2013 sec.gov |
Managers served
- Tri-Star Technology Ventures, LLC2 funds, $36.3M reported gross assets
- Blue Chip Venture Company Ltd.2 funds
Change history
- Jul 31, 2017Lost Auditor: RICHEY, MAY & CO., LLP replaced this provider at Cintrifuse Early Stage Capital Fund I, LLC · Cintrifuse CapitalForm ADV, previous Mar 24, 2017 sec.gov
- Mar 16, 2017Lost Auditor: MCM CPAS & ADVISORS replaced this provider at River Cities SBIC III, L.P. · RC CapitalForm ADV, previous Feb 9, 2016 sec.gov
- Mar 8, 2017Lost Auditor: MCM CPAS & ADVISORS replaced this provider at Allos Ii-Q Limited Partnership and 4 more of the same manager’s funds · Allos Venture Management Company, Ltd.Form ADV, previous Feb 18, 2016 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 4 venture funds, 0.0% of the venture funds with an auditor on record. No adviser has switched to or away from this provider on the filings read.
Who it serves, by manager type
| Funds | Managers | |
|---|---|---|
| Micro VC | 4 | 2 |
By fund size
| Funds | Managers | |
|---|---|---|
| Under $25M | 4 | 2 |
By manager state
| Funds | Managers | |
|---|---|---|
| Ohio | 2 | 1 |
| Tennessee | 2 | 1 |
Loses most often to
No adviser moved a fund from this provider in the last three years.
Wins most often from
No adviser moved a fund to this provider in the last three years.
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
- Mar 23, 2012
- Latest filing
- Mar 19, 2015
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.