This provider
The service provider's name, 6 additional funds served, 1 provider change
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 |
|---|---|---|---|---|---|
| Triathlon Medical Ventures Fund LP | Triathlon Medical Venture Partners LLC | Auditor | unknown | $61.6M | Form ADV Mar 14, 2013 sec.gov |
| Vista Ventures Advantage LP | Vista Ventures | Auditor | unknown | $24.6M | Form ADV Apr 10, 2017 sec.gov |
| RED Rock Ventures III, LP | RED Rock Ventures | Auditor | unknown | not reported | Form ADV Apr 9, 2020 sec.gov |
Managers served
- Triathlon Medical Venture Partners LLC1 fund, $61.6M reported gross assets
- Vista Ventures1 fund, $24.6M reported gross assets
- RED Rock Ventures5 funds
Change history
- Jun 25, 2019Lost Auditor: Baker Tilly replaced this provider at RCP Direct Opportunity Fund I, LLC and 1 more of the same manager’s funds · Rotunda Capital Partners, LLCForm ADV, previous Mar 29, 2019 sec.gov
- Mar 29, 2019Lost Auditor: KAHN LITWIN RENZA replaced this provider at Brook Venture Fund II, LP · 424 Capital, LLCForm ADV, previous Apr 2, 2018 sec.gov
- Mar 29, 2019Lost Auditor: KAHN LITWIN RENZA replaced this provider at Brook Venture Fund Iia, LP · Brook Venture ManagementForm ADV, previous Apr 2, 2018 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 9 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 | 7 | 3 |
| Not classified | 1 | 1 |
| Institutional venture firm | 1 | 1 |
By fund size
| Funds | Managers | |
|---|---|---|
| Under $25M | 5 | 2 |
| $25M to $100M | 3 | 3 |
| $100M to $500M | 1 | 1 |
By manager state
| Funds | Managers | |
|---|---|---|
| California | 6 | 2 |
| Colorado | 1 | 1 |
| Ohio | 1 | 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 19, 2012
- Latest filing
- Apr 9, 2020
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.