This provider
The service provider's name, 75 additional funds served, 3 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.
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 |
|---|---|---|---|---|---|
| MW LSV Aman, LLC | not resolved | Auditor | 2025 | $103M | Form ADV Jul 14, 2026 reports.adviserinfo.sec.gov |
| Windham Life Sciences Partners III, L.P. | Windham Venture Partners | Auditor | 2020 | $43.9M | Form ADV Jul 17, 2025 reports.adviserinfo.sec.gov |
| Manhatan West Private Equity Fund, LLC | Manhattan West Asset Management, LLC | Auditor | 2021 | $40.8M | Form ADV Jul 14, 2026 reports.adviserinfo.sec.gov |
Managers served
- Manhattan West Asset Management, LLC48 funds, $380M reported gross assets
- Windham Venture Partners4 funds, $80.1M reported gross assets
- Acadian Ventures Management, LLC2 funds, $60.0M reported gross assets
Change history
- Mar 30, 2025Won Auditor: this provider replaced Crowe at TC Cip III, L.P. and 4 more of the same manager’s funds · Tuatara Capital, L.P.Form ADV, previous Nov 18, 2024 reports.adviserinfo.sec.gov
- Mar 29, 2024Won Auditor: this provider replaced PwC at Windham Life Sciences Partners, L.P. and 3 more of the same manager’s funds · Windham Venture PartnersForm ADV, previous Mar 30, 2023 sec.gov
- Mar 29, 2024Lost Auditor: CHERRY BEKAERT LLP replaced this provider at The Meloy Fund I, L.P. · Deliberate CapitalForm ADV, previous Mar 30, 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 78 venture funds, 0.4% of the venture funds with an auditor on record. Won 2 and lost 2 adviser decisions from 2024 to 2026: even.
Who it serves, by manager type
| Funds | Managers | |
|---|---|---|
| Multi-stage venture firm | 48 | 1 |
| Not classified | 18 | 2 |
| Institutional venture firm | 8 | 3 |
| Micro VC | 3 | 2 |
| Candidate | 1 | 1 |
By fund size
| Funds | Managers | |
|---|---|---|
| Under $25M | 65 | 8 |
| $25M to $100M | 12 | 6 |
| $100M to $500M | 1 | 0 |
By manager state
| Funds | Managers | |
|---|---|---|
| California | 48 | 1 |
| New York | 5 | 2 |
| Connecticut | 2 | 1 |
| Virginia | 1 | 1 |
Adviser decisions by year
| Filing year | Won (funds) | Lost (funds) | By acquisition |
|---|---|---|---|
| 2025 | 1 (5) | 0 (0) | none |
| 2024 | 1 (4) | 2 (2) | none |
| 2023 | 1 (29) | 0 (0) | none |
Where it wins and loses: manager type
| Won | Lost | |
|---|---|---|
| Candidate | 0 | 1 |
| Institutional venture firm | 1 | 0 |
| Not a venture organization | 0 | 1 |
| Not classified | 1 | 0 |
Fund size
| Won | Lost | |
|---|---|---|
| Under $25M | 0 | 1 |
| $25M to $100M | 1 | 1 |
| $100M to $500M | 1 | 0 |
Manager state
| Won | Lost | |
|---|---|---|
| Maryland | 0 | 1 |
| New York | 1 | 0 |
| Virginia | 0 | 1 |
Loses most often to
- KEITER CPA1 decision, 1 fund
- CHERRY BEKAERT LLP1 decision, 1 fund
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
- Apr 1, 2013
- Latest filing
- Aug 6, 2026
- PCAOB firm id
- 2297
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.