This provider
The service provider's name, 34 additional funds served, 2 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
- Won3 funds
Beliade moved 3 funds to this provider as auditor, from FULVIO & ASSOCIATES LLP.
A new client relationship, first shown on this filing.
- 1 / 0decisions won / lost
In the last 12 months advisers moved 3 funds to this provider (1 decision) 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 |
|---|---|---|---|---|---|
| KdT Ventures Fund IV, LP | KDT Ventures | Auditor | unknown | $102M | Form ADV Mar 25, 2026 reports.adviserinfo.sec.gov |
| KDT Ventures Fund III, LP | KDT Ventures | Auditor | unknown | $76.4M | Form ADV Mar 25, 2026 reports.adviserinfo.sec.gov |
| Kayyak II LP | Kayyak Ventures Limitada | Auditor | unknown | $72.5M | Form ADV Mar 19, 2026 reports.adviserinfo.sec.gov |
- KDT Ventures4 funds, $267M reported gross assets
- Beliade4 funds, $91.5M reported gross assets
- Kayyak Ventures Limitada1 fund, $72.5M reported gross assets
- Mar 30, 2026Won Auditor: this provider replaced FULVIO & ASSOCIATES LLP at M3 Ventures III LP and 2 more of the same manager’s funds · BeliadeForm ADV, previous Mar 31, 2025 reports.adviserinfo.sec.gov
- Mar 14, 2025Lost Auditor: ASHLAND PARTNERS & COMPANY LLP replaced this provider at Trevian Ventures I LLC · Trevian Wealth Management, LLCForm ADV, previous Mar 26, 2024 reports.adviserinfo.sec.gov
- Mar 29, 2023Lost Auditor: BDO replaced this provider at Next Coast Ventures III, L.P. and 7 more of the same manager’s funds · Next Coast Ventures, LLCForm ADV, previous Jun 23, 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 37 venture funds, 0.2% 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 | 20 | 2 |
| Institutional venture firm | 9 | 3 |
| Micro VC | 8 | 4 |
By fund size
| Funds | Managers | |
|---|---|---|
| Under $25M | 25 | 7 |
| $25M to $100M | 11 | 5 |
| $100M to $500M | 1 | 1 |
By manager state
| Funds | Managers | |
|---|---|---|
| New York | 4 | 1 |
| South Carolina | 3 | 1 |
| Georgia | 1 | 1 |
Adviser decisions by year
| Filing year | Won (funds) | Lost (funds) | By acquisition |
|---|---|---|---|
| 2026 | 1 (3) | 0 (0) | none |
| 2025 | 0 (0) | 1 (1) | none |
| 2023 | 0 (0) | 1 (8) | none |
| 2022 | 1 (5) | 0 (0) | none |
Where it wins and loses: manager type
| Won | Lost | |
|---|---|---|
| Institutional venture firm | 1 | 0 |
| Micro VC | 0 | 1 |
Fund size
| Won | Lost | |
|---|---|---|
| Under $25M | 0 | 1 |
| $25M to $100M | 1 | 0 |
Manager state
| Won | Lost | |
|---|---|---|
| New York | 1 | 0 |
Loses most often to
- ASHLAND PARTNERS & COMPANY LLP1 decision, 1 fund
Wins most often from
- FULVIO & ASSOCIATES LLP1 decision, 3 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
- Jul 18, 2022
- Latest filing
- Aug 26, 2026
- PCAOB firm id
- 215
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.