This provider
The service provider's name, 2 additional funds served, 1 provider change
Every relationship, signal and contact on this record, with the source on each.
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What matters now
- Lost1 fund
Baldwin Wealth Partners, LLC moved a fund from this provider to WHITLEY PENN, LLP 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 1 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 |
|---|---|---|---|---|---|
| Vesbridge Partners, LP | Vesbridge Partners, LP | Auditor | unknown | $35.9M | Form ADV Mar 18, 2019 sec.gov |
| V2 | The Eideard Group, LLC | Auditor | 2021 | $3.0M | Form ADV Mar 16, 2026 reports.adviserinfo.sec.gov |
| A2 | The Eideard Group, LLC | Auditor | 2021 | not reported | Form ADV Mar 15, 2024 sec.gov |
- Vesbridge Partners, LP1 fund, $35.9M reported gross assets
- The Eideard Group, LLC4 funds, $3.0M reported gross assets
- Mar 23, 2026Lost Auditor: WHITLEY PENN, LLP replaced this provider at Group8 Ventures LLC · Baldwin Wealth Partners, LLCForm ADV, previous Jan 23, 2026 reports.adviserinfo.sec.gov
- Mar 22, 2023Won Auditor: this provider replaced BERRY DUNN at A2 and 2 more of the same manager’s funds · The Eideard Group, LLCForm ADV, previous Apr 20, 2022 sec.gov
- Mar 30, 2022Won Auditor: this provider replaced WOLF & COMPANY, P.C. at Group8 Ventures LLC · Baldwin Wealth Partners, LLCForm ADV, previous Mar 7, 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 5 venture funds, 0.0% of the venture funds with an auditor on record. Won 0 and lost 1 adviser decisions from 2024 to 2026: a net loss of 1.
Who it serves, by manager type
| Funds | Managers | |
|---|---|---|
| Institutional venture firm | 4 | 1 |
| Micro VC | 1 | 1 |
By fund size
| Funds | Managers | |
|---|---|---|
| Under $25M | 2 | 1 |
| $25M to $100M | 3 | 2 |
By manager state
| Funds | Managers | |
|---|---|---|
| New Hampshire | 4 | 1 |
| Minnesota | 1 | 1 |
Adviser decisions by year
| Filing year | Won (funds) | Lost (funds) | By acquisition |
|---|---|---|---|
| 2026 | 0 (0) | 1 (1) | none |
| 2023 | 1 (3) | 0 (0) | none |
| 2022 | 1 (1) | 0 (0) | none |
Where it wins and loses: manager type
| Won | Lost | |
|---|---|---|
| Micro VC | 0 | 1 |
Fund size
| Won | Lost | |
|---|---|---|
| Under $25M | 0 | 1 |
Manager state
| Won | Lost | |
|---|---|---|
| Massachusetts | 0 | 1 |
Loses most often to
- WHITLEY PENN, 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
- May 30, 2014
- Latest filing
- Mar 16, 2026
- PCAOB firm id
- 231
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.