This provider
The service provider's name, 3 additional funds served
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
- Lost1 fund
Education Growth Partners, LLC moved a fund from this provider to EisnerAmper as auditor.
A client that left; the filing names who replaced this provider.
- Won6 funds
OAK Management Corporation moved 6 funds to this provider as auditor, from Deloitte.
A new client relationship, first shown on this filing.
- 1 / 1decisions won / lost
In the last 12 months advisers moved 6 funds to this provider (1 decision) and 1 away (1 decision).
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 |
|---|---|---|---|---|---|
| OAK Investment Partners Xiii, Limited Partnership | OAK Management Corporation | Auditor | unknown | $63.6M | Form ADV Mar 27, 2026 reports.adviserinfo.sec.gov |
| OAK Investment Partners Xii, Limited Partnership | OAK Management Corporation | Auditor | unknown | $51.3M | Form ADV Mar 27, 2026 reports.adviserinfo.sec.gov |
| OAK Investment Partners Xi, Limited Partnership | OAK Management Corporation | Auditor | unknown | $2.2M | Form ADV Mar 27, 2026 reports.adviserinfo.sec.gov |
Managers served
- OAK Management Corporation6 funds, $117M reported gross assets
Change history
- Mar 30, 2026Lost Auditor: EisnerAmper replaced this provider at EGP Capp Investment LLC · Education Growth Partners, LLCForm ADV, previous Jan 16, 2026 reports.adviserinfo.sec.gov
- Mar 27, 2026Won Auditor: this provider replaced Deloitte at OAK Investment Partners Xi, Limited Partnership and 5 more of the same manager’s funds · OAK Management CorporationForm ADV, previous Mar 28, 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 6 venture funds, 0.0% of the venture funds with an auditor on record. Won 1 and lost 1 adviser decisions from 2024 to 2026: even.
Who it serves, by manager type
| Funds | Managers | |
|---|---|---|
| Institutional venture firm | 6 | 1 |
By fund size
| Funds | Managers | |
|---|---|---|
| Under $25M | 4 | 1 |
| $25M to $100M | 2 | 1 |
By manager state
| Funds | Managers | |
|---|---|---|
| Connecticut | 6 | 1 |
Adviser decisions by year
| Filing year | Won (funds) | Lost (funds) | By acquisition |
|---|---|---|---|
| 2026 | 1 (6) | 1 (1) | none |
Where it wins and loses: manager type
| Won | Lost | |
|---|---|---|
| Institutional venture firm | 1 | 0 |
| Not classified | 0 | 1 |
Fund size
| Won | Lost | |
|---|---|---|
| $25M to $100M | 0 | 1 |
| $500M and over | 1 | 0 |
Manager state
| Won | Lost | |
|---|---|---|
| Connecticut | 1 | 0 |
Loses most often to
- EisnerAmper1 decision, 1 fund
Wins most often from
- Deloitte1 decision, 6 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.
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 27, 2026
- Latest filing
- Mar 27, 2026
- PCAOB firm id
- 119
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.