This provider
The service provider's name, 21 additional funds served, 16 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.
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 |
|---|---|---|---|---|---|
| SSM Partners Growth Equity III, L.P. | SSM Partners | Auditor | 2019 | $177M | Form ADV Mar 31, 2026 reports.adviserinfo.sec.gov |
| SSM Partners V, L.P. | SSM Partners | Auditor | 2013 | $76.0M | Form ADV Mar 31, 2026 reports.adviserinfo.sec.gov |
| Kineticos Disruptor Fund II, L.P. | Kineticos Life Sciences Management LLC | Auditor | 2021 | $61.8M | Form ADV Mar 26, 2026 reports.adviserinfo.sec.gov |
- SSM Partners7 funds, $314M reported gross assets
- Kineticos Life Sciences Management LLC2 funds, $80.1M reported gross assets
- West Brow Capital Management, LLC1 fund, $49.4M reported gross assets
- Mar 31, 2025Lost Auditor: PLANTE & MORAN, PLLC replaced this provider at CK Acquisition Company, LLC and 7 more of the same manager’s funds · Pondera Holdings LLCForm ADV, previous Jun 28, 2024 reports.adviserinfo.sec.gov
- Mar 27, 2025Won Auditor: this provider replaced RSM at Kineticos Disruptor Fund II, L.P. and 1 more of the same manager’s funds · Kineticos Life Sciences Management LLCForm ADV, previous Mar 26, 2024 reports.adviserinfo.sec.gov
- Mar 30, 2018Lost Auditor: LBMC, PC replaced this provider at FCA Venture Partners V, LP · FCA Venture Management LLCForm ADV, previous Mar 30, 2017 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 24 venture funds, 0.1% 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 | |
|---|---|---|
| Not classified | 12 | 1 |
| Multi-stage venture firm | 7 | 1 |
| Micro VC | 3 | 2 |
| Institutional venture firm | 2 | 1 |
By fund size
| Funds | Managers | |
|---|---|---|
| Under $25M | 19 | 4 |
| $25M to $100M | 4 | 3 |
| $100M to $500M | 1 | 1 |
By manager state
| Funds | Managers | |
|---|---|---|
| Tennessee | 10 | 3 |
| North Carolina | 2 | 1 |
Adviser decisions by year
| Filing year | Won (funds) | Lost (funds) | By acquisition |
|---|---|---|---|
| 2025 | 1 (2) | 1 (8) | none |
Where it wins and loses: manager type
| Won | Lost | |
|---|---|---|
| Institutional venture firm | 1 | 0 |
| Not classified | 0 | 1 |
Fund size
| Won | Lost | |
|---|---|---|
| $100M to $500M | 1 | 1 |
Manager state
| Won | Lost | |
|---|---|---|
| North Carolina | 1 | 0 |
Loses most often to
- PLANTE & MORAN, PLLC1 decision, 8 funds
Wins most often from
- RSM1 decision, 2 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 26, 2015
- Latest filing
- Mar 31, 2026
- PCAOB firm id
- 149
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.