This provider
The service provider's name, 101 additional funds served
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 |
|---|---|---|---|---|---|
| Claritas Sharp Partners LLC | Claritas Capital | Auditor | unknown | $92.3M | Form ADV Mar 30, 2026 reports.adviserinfo.sec.gov |
| Claritas Opportunity Fund IV, L.P. | Claritas Capital | Auditor | 2016 | $48.3M | Form ADV Mar 30, 2026 reports.adviserinfo.sec.gov |
| Claritas Opportunity Fund V, L.P. | Claritas Capital | Auditor | 2017 | $35.4M | Form ADV Mar 30, 2026 reports.adviserinfo.sec.gov |
- Claritas Capital86 funds, $609M reported gross assets
- Ancor Capital Partners14 funds
- Cedar Springs Advisors, LLC4 funds
- Mar 28, 2025Won Auditor: this provider replaced SPROLES WOODARD LLP at Cedar Springs Onset Spv, LP and 1 more of the same manager’s funds · Cedar Springs Advisors, LLCForm ADV, previous Dec 12, 2024 reports.adviserinfo.sec.gov
- Mar 28, 2025Won Auditor: this provider replaced RSM at CSC Cl Special Situations Fund, LP and 1 more of the same manager’s funds · Cedar Springs Advisors, LLCForm ADV, previous Dec 12, 2024 reports.adviserinfo.sec.gov
- Mar 27, 2025Won Auditor: this provider replaced LBMC, PC at Emerald Plus Fund I L.P. and 76 more of the same manager’s funds · Claritas CapitalForm ADV, previous May 1, 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 104 venture funds, 0.5% of the venture funds with an auditor on record. Won 3 and lost 0 adviser decisions from 2024 to 2026: a net gain of 3.
Who it serves, by manager type
| Funds | Managers | |
|---|---|---|
| Multi-stage venture firm | 86 | 1 |
| Not classified | 18 | 2 |
By fund size
| Funds | Managers | |
|---|---|---|
| Under $25M | 95 | 3 |
| $25M to $100M | 6 | 2 |
| $100M to $500M | 3 | 2 |
By manager state
| Funds | Managers | |
|---|---|---|
| Tennessee | 86 | 1 |
Adviser decisions by year
| Filing year | Won (funds) | Lost (funds) | By acquisition |
|---|---|---|---|
| 2025 | 3 (81) | 0 (0) | none |
Where it wins and loses: manager type
| Won | Lost | |
|---|---|---|
| Not classified | 2 | 0 |
| Multi-stage venture firm | 1 | 0 |
Fund size
| Won | Lost | |
|---|---|---|
| Under $25M | 1 | 0 |
| $25M to $100M | 1 | 0 |
| $100M to $500M | 1 | 0 |
Manager state
| Won | Lost | |
|---|---|---|
| Tennessee | 1 | 0 |
Loses most often to
No adviser moved a fund from this provider in the last three years.
Wins most often from
- LBMC, PC1 decision, 77 funds
- pcaob-68591 decision, 2 funds
- RSM1 decision, 2 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
- Mar 31, 2022
- Latest filing
- May 15, 2026
- PCAOB firm id
- 2457
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.