This provider
The service provider's name
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 |
|---|---|---|---|---|---|
| Speyside Equity Fund I LP | Speyside Fund Advisers LLC | Auditor | 2016 | not reported | Form ADV May 4, 2026 reports.adviserinfo.sec.gov |
| TRM Equity Fund II LP | TRM Advisors LP | Auditor | 2022 | not reported | Form ADV May 4, 2026 reports.adviserinfo.sec.gov |
Managers served
- Speyside Fund Advisers LLC1 fund
- TRM Advisors LP1 fund
Change history
- Mar 25, 2024Won Auditor: this provider replaced UHY LLP at TRM Equity Fund II LP · TRM Advisors LPForm ADV, previous Mar 22, 2023 sec.gov
- Mar 20, 2024Won Auditor: this provider replaced UHY LLP at Speyside Equity Fund I LP · Speyside Fund Advisers LLCForm ADV, previous Nov 9, 2023 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 2 venture funds, 0.0% 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 | |
|---|---|---|
| Candidate | 2 | 2 |
By fund size
| Funds | Managers | |
|---|---|---|
| $100M to $500M | 2 | 2 |
By manager state
| Funds | Managers | |
|---|---|---|
| Michigan | 2 | 2 |
Adviser decisions by year
| Filing year | Won (funds) | Lost (funds) | By acquisition |
|---|---|---|---|
| 2024 | 2 (2) | 0 (0) | none |
Where it wins and loses: manager type
| Won | Lost | |
|---|---|---|
| Candidate | 2 | 0 |
Fund size
| Won | Lost | |
|---|---|---|
| $25M to $100M | 1 | 0 |
| $100M to $500M | 1 | 0 |
Manager state
| Won | Lost | |
|---|---|---|
| Michigan | 2 | 0 |
Loses most often to
No adviser moved a fund from this provider in the last three years.
Wins most often from
- UHY LLP2 decisions, 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.
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 20, 2024
- Latest filing
- May 4, 2026
- PCAOB firm id
- 180
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.