This provider

Venture fund auditor· NEW YORK, New York
Venture funds served
16
Managers served
6
Won / lost, 12 months
1 / 2
decisions, one per adviser filing
Auditor · 16
As of · the latest filing that names this provider for a venture fund

The service provider's name, 13 additional funds 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.

What matters now

  1. Lost
    1 fund

    Soje Capital, LLC moved a fund from this provider to BERKOWER LLC as auditor.

    A client that left; the filing names who replaced this provider.

    FactForm ADV filed Apr 1, 2026Open the fund →
  2. Lost
    1 fund

    Soje Fund, L.P. moved a fund from this provider to BERKOWER LLC as auditor.

    A client that left; the filing names who replaced this provider.

    FactForm ADV filed Apr 1, 2026Open the fund →
  3. Won
    1 fund

    Stonecourt Capital LP moved a fund to this provider as auditor, from Grant Thornton.

    A new client relationship, first shown on this filing.

    FactForm ADV filed Mar 31, 2026Open the fund →
  4. 1 / 2
    decisions won / lost

    In the last 12 months advisers moved 1 fund to this provider (1 decision) and 2 away (2 decisions).

    One adviser moving many vehicles on one filing is counted as one decision.

    DerivedForm ADV and Form D filings, consecutive filings compared
Funds served
16 venture funds on the latest filings, largest reported gross assets first
FundManagerRoleVintageGross assetsLatest filing
6th Man Ventures Fund Iib, LP6th Man Ventures, LLCAuditor2023$204MForm ADV Mar 31, 2026 reports.adviserinfo.sec.gov
6th Man Ventures Fund Iic, LLC6th Man Ventures, LLCAuditor2022$71.7MForm ADV Mar 31, 2026 reports.adviserinfo.sec.gov
Forepont Capital Partners Fund 2, L.P.Forepont Capital LLCAuditor2020$54.3MForm ADV Jan 13, 2026 reports.adviserinfo.sec.gov
Managers served
6 managers; the largest by the gross assets of the funds this provider serves for them
Change history
Funds that moved to or away from this provider, newest filing first; one row per adviser decision
Competitive position
Who it serves, and where advisers move funds to it or away from it

Named as auditor on 16 venture funds, 0.1% of the venture funds with an auditor on record. Won 3 and lost 3 adviser decisions from 2024 to 2026: even.

Who it serves, by manager type

FundsManagers
Corporate venture71
Candidate52
Institutional venture firm21
Private equity with venture activity22

By fund size

FundsManagers
Under $25M94
$25M to $100M53
$100M to $500M22

By manager state

FundsManagers
Arizona71
New York43
Virginia11

Adviser decisions by year

Filing yearWon (funds)Lost (funds)By acquisition
20261 (1)2 (2)none
20250 (0)1 (11)none
20242 (2)0 (0)none
20221 (1)2 (13)none

Where it wins and loses: manager type

WonLost
Micro VC11
Not classified11
Candidate10
Private equity with venture activity01

Fund size

WonLost
Under $25M11
$25M to $100M12
$100M to $500M10

Manager state

WonLost
New York11

Loses most often to

Wins most often from

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
Managers with a new trigger for an auditor, from the provider opportunity list

The managers to call are listed by name for a reader with the venture graph. See the auditor opportunity list

Filing evidence
First named
Apr 25, 2014
Latest filing
Aug 5, 2026
PCAOB firm id
127

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?

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