This provider
The service provider's name, 58 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 |
|---|---|---|---|---|---|
| Harmony Partners V, L.P. | Harmony Partners Management Company, LLC | Auditor | 2022 | $268M | Form ADV Apr 6, 2026 reports.adviserinfo.sec.gov |
| Harmony Partners IV, L.P. | Harmony Partners Management Company, LLC | Auditor | 2020 | $160M | Form ADV Apr 6, 2026 reports.adviserinfo.sec.gov |
| Harmony Partners III, L.P. | Harmony Partners Management Company, LLC | Auditor | 2018 | $86.0M | Form ADV Apr 6, 2026 reports.adviserinfo.sec.gov |
- Harmony Partners Management Company, LLC16 funds, $533M reported gross assets
- Thayer Ventures8 funds, $187M reported gross assets
- Crcm L.P.11 funds, $123M reported gross assets
- Mar 30, 2024Lost Auditor: RICHEY, MAY & CO., LLP replaced this provider at Crcm Opportunity Fund II, L.P. · Crcm L.P.Form ADV, previous May 8, 2023 sec.gov
- Mar 28, 2024Lost Auditor: Frank, Rimerman + Co. replaced this provider at SV Growth Opportunity Fund II Nqp LP and 6 more of the same manager’s funds · Sempervirens Ventures LLCForm ADV, previous Mar 29, 2023 sec.gov
- Mar 31, 2023Lost Auditor: Deloitte replaced this provider at Blockchain Capital III Digital Liquid Venture Fund, LP · Blockchain Capital, LLCForm ADV, previous Mar 30, 2022 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 61 venture funds, 0.3% of the venture funds with an auditor on record. Won 0 and lost 2 adviser decisions from 2024 to 2026: a net loss of 2.
Who it serves, by manager type
| Funds | Managers | |
|---|---|---|
| Institutional venture firm | 34 | 6 |
| Multi-stage venture firm | 13 | 3 |
| Micro VC | 8 | 6 |
| Not classified | 5 | 1 |
| Seed fund manager | 1 | 1 |
By fund size
| Funds | Managers | |
|---|---|---|
| Under $25M | 45 | 16 |
| $25M to $100M | 14 | 7 |
| $100M to $500M | 2 | 1 |
By manager state
| Funds | Managers | |
|---|---|---|
| California | 26 | 10 |
| New York | 18 | 2 |
Adviser decisions by year
| Filing year | Won (funds) | Lost (funds) | By acquisition |
|---|---|---|---|
| 2024 | 0 (0) | 2 (8) | none |
| 2023 | 0 (0) | 2 (2) | none |
| 2022 | 0 (0) | 2 (5) | none |
Where it wins and loses: manager type
| Won | Lost | |
|---|---|---|
| Multi-stage venture firm | 0 | 2 |
Fund size
| Won | Lost | |
|---|---|---|
| $100M to $500M | 0 | 2 |
Manager state
| Won | Lost | |
|---|---|---|
| California | 0 | 2 |
Loses most often to
- Frank, Rimerman + Co.1 decision, 7 funds
- RICHEY, MAY & CO., LLP1 decision, 1 fund
Wins most often from
No adviser moved a fund to this provider in the last three years.
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 27, 2012
- Latest filing
- Apr 30, 2026
- PCAOB firm id
- 207
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.