This provider
The service provider's name, 23 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.
What matters now
- Won2 funds
Rebel Management, LLC moved 2 funds to this provider as auditor, from WEAVER AND TIDWELL, L.L.P..
A new client relationship, first shown on this filing.
- Won2 funds
Rebel Management, LLC moved 2 funds to this provider as auditor, from WithumSmith+Brown.
A new client relationship, first shown on this filing.
- 2 / 0decisions won / lost
In the last 12 months advisers moved 4 funds to this provider (2 decisions) and 0 away (0 decisions).
One adviser moving many vehicles on one filing is counted as one decision.
DerivedForm ADV and Form D filings, consecutive filings compared
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 |
|---|---|---|---|---|---|
| AF Fund III, L.P. | AF Ventures | Auditor | unknown | $52.8M | Form ADV Mar 31, 2026 reports.adviserinfo.sec.gov |
| Recharge Thematic Ventures I LP | Recharge Thematic Ventures Management LLC | Auditor | 2021 | $31.4M | Form ADV Feb 24, 2026 reports.adviserinfo.sec.gov |
| Rebel Fund LP | Rebel Management, LLC | Auditor | unknown | $26.6M | Form ADV Mar 2, 2026 reports.adviserinfo.sec.gov |
- AF Ventures1 fund, $52.8M reported gross assets
- Lateral Capital Management2 funds, $50.0M reported gross assets
- Recharge Thematic Ventures Management LLC1 fund, $31.4M reported gross assets
- Mar 2, 2026Won Auditor: this provider replaced WEAVER AND TIDWELL, L.L.P. at Rebel Fund Qp LP and 1 more of the same manager’s funds · Rebel Management, LLCForm ADV, previous Feb 20, 2025 reports.adviserinfo.sec.gov
- Mar 2, 2026Won Auditor: this provider replaced WithumSmith+Brown at Rebel Fund II Qp LP and 1 more of the same manager’s funds · Rebel Management, LLCForm ADV, previous Feb 20, 2025 reports.adviserinfo.sec.gov
- Apr 1, 2019Won Auditor: this provider replaced WithumSmith+Brown at Accelfoods Fund II, L.P. · Accelfoods Partners, LLCForm ADV, previous Mar 30, 2018 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 26 venture funds, 0.1% of the venture funds with an auditor on record. Won 2 and lost 0 adviser decisions from 2024 to 2026: a net gain of 2.
Who it serves, by manager type
| Funds | Managers | |
|---|---|---|
| Private equity with venture activity | 15 | 2 |
| Institutional venture firm | 9 | 4 |
| Micro VC | 2 | 2 |
By fund size
| Funds | Managers | |
|---|---|---|
| Under $25M | 16 | 5 |
| $25M to $100M | 9 | 6 |
| $100M to $500M | 1 | 1 |
By manager state
| Funds | Managers | |
|---|---|---|
| New York | 6 | 4 |
| New Jersey | 2 | 1 |
| Connecticut | 1 | 1 |
Adviser decisions by year
| Filing year | Won (funds) | Lost (funds) | By acquisition |
|---|---|---|---|
| 2026 | 2 (4) | 0 (0) | none |
Where it wins and loses: manager type
| Won | Lost | |
|---|---|---|
| Institutional venture firm | 2 | 0 |
Fund size
| Won | Lost | |
|---|---|---|
| $25M to $100M | 2 | 0 |
Loses most often to
No adviser moved a fund from this provider in the last three years.
Wins most often from
- WithumSmith+Brown1 decision, 2 funds
- WEAVER AND TIDWELL, L.L.P.1 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
- Nov 28, 2012
- Latest filing
- Jul 1, 2026
- PCAOB firm id
- 168
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.