This provider
The service provider's name, 7 additional funds served, 7 provider changes
Every relationship, signal and contact on this record, with the source on each.
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What matters now
- Lost9 funds
Allos Venture Management Company, Ltd. moved 9 funds from this provider to PLANTE & MORAN, PLLC as auditor.
A client that left; the filing names who replaced this provider.
- 0 / 1decisions won / lost
In the last 12 months advisers moved 0 funds to this provider (0 decisions) and 9 away (1 decision).
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 |
|---|---|---|---|---|---|
| Blue Chip IV Limited Partnership | Blue Chip Venture Company Ltd. | Auditor | unknown | $19.4M | Form ADV Mar 27, 2024 sec.gov |
| Sixty8 Capital L.P. | Sixty8 Capital | Auditor | unknown | $6.1M | Form ADV Feb 2, 2024 sec.gov |
| Blue Omega LLC | Blue Chip Partners LLC | Auditor | 2017 | $1.7M | Form ADV Mar 26, 2018 sec.gov |
- Blue Chip Venture Company Ltd.1 fund, $19.4M reported gross assets
- Sixty8 Capital1 fund, $6.1M reported gross assets
- Blue Chip Partners LLC5 funds, $5.3M reported gross assets
- Apr 1, 2026Lost Auditor: PLANTE & MORAN, PLLC replaced this provider at Allos Ii-Q Limited Partnership and 8 more of the same manager’s funds · Allos Venture Management Company, Ltd.Form ADV, previous Apr 1, 2026 reports.adviserinfo.sec.gov
- Mar 31, 2025Lost Auditor: CLARK SCHAEFER HACKETT replaced this provider at 361-Ohio Technology Fund LLC · ARS Investment Partners, LLCForm ADV, previous Apr 19, 2024 reports.adviserinfo.sec.gov
- Mar 7, 2025Lost Auditor: PLANTE & MORAN, PLLC replaced this provider at River Cities Capital Fund IV (nqp), L.P. and 2 more of the same manager’s funds · RC CapitalForm ADV, previous Mar 20, 2024 reports.adviserinfo.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 10 venture funds, 0.1% of the venture funds with an auditor on record. Won 0 and lost 5 adviser decisions from 2024 to 2026: a net loss of 5.
Who it serves, by manager type
| Funds | Managers | |
|---|---|---|
| Micro VC | 6 | 2 |
| Candidate | 3 | 1 |
| Seed fund manager | 1 | 1 |
By fund size
| Funds | Managers | |
|---|---|---|
| Under $25M | 10 | 4 |
By manager state
| Funds | Managers | |
|---|---|---|
| Ohio | 9 | 3 |
| Indiana | 1 | 1 |
Adviser decisions by year
| Filing year | Won (funds) | Lost (funds) | By acquisition |
|---|---|---|---|
| 2026 | 0 (0) | 1 (9) | none |
| 2025 | 0 (0) | 2 (4) | none |
| 2024 | 0 (0) | 2 (6) | none |
Where it wins and loses: manager type
| Won | Lost | |
|---|---|---|
| Institutional venture firm | 0 | 2 |
| Candidate | 0 | 1 |
| Corporate venture | 0 | 1 |
| Multi-stage venture firm | 0 | 1 |
Fund size
| Won | Lost | |
|---|---|---|
| Under $25M | 0 | 3 |
| $25M to $100M | 0 | 1 |
| $100M to $500M | 0 | 1 |
Manager state
| Won | Lost | |
|---|---|---|
| Ohio | 0 | 4 |
| New York | 0 | 1 |
Loses most often to
- PLANTE & MORAN, PLLC2 decisions, 12 funds
- CHERRY BEKAERT LLP2 decisions, 6 funds
- CLARK SCHAEFER HACKETT1 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 8, 2017
- Latest filing
- Mar 27, 2024
- PCAOB firm id
- 2276
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.