This provider
The service provider's name, 62 additional funds served, 14 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
- Won9 funds
Sepio Capital, LP moved 9 funds to this provider as auditor, from Grant Thornton.
A new client relationship, first shown on this filing.
- Won1 fund
Alaya Capital Partners III, LP moved a fund to this provider as auditor, from PLANTE & MORAN, PLLC.
A new client relationship, first shown on this filing.
- 2 / 0decisions won / lost
In the last 12 months advisers moved 10 funds to this provider (2 decisions) 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 |
|---|---|---|---|---|---|
| Peak Ventures Fund II, L.P. | Album Ventures, LLC | Auditor | 2020 | $285M | Form ADV Mar 25, 2026 reports.adviserinfo.sec.gov |
| Peak Venutures Fund III, L.P. | Album Ventures, LLC | Auditor | 2019 | $121M | Form ADV Mar 25, 2026 reports.adviserinfo.sec.gov |
| Assembly Ventures Fund I, LP | Assembly Ventures Management, LLC | Auditor | 2021 | $120M | Form ADV Mar 31, 2026 reports.adviserinfo.sec.gov |
- Album Ventures, LLC10 funds, $886M reported gross assets
- Sepio Capital, LP10 funds, $225M reported gross assets
- Wasatch Equity Partners26 funds, $219M reported gross assets
- Mar 31, 2026Won Auditor: this provider replaced Grant Thornton at SC Private Growth Fund II, LP and 8 more of the same manager’s funds · Sepio Capital, LPForm ADV, previous Sep 22, 2025 reports.adviserinfo.sec.gov
- Mar 31, 2026Won Auditor: this provider replaced PLANTE & MORAN, PLLC at Alaya Capital Partners III LP · Alaya Capital Partners III, LPForm ADV, previous Sep 11, 2025 reports.adviserinfo.sec.gov
- Mar 27, 2024Won Auditor: this provider replaced SPICER JEFFRIES LLP at MLG Venture Partners LP - F3 and 1 more of the same manager’s funds · Main Line Group Wealth Management, LLCForm ADV, previous Oct 12, 2023 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 65 venture funds, 0.3% of the venture funds with an auditor on record. Won 3 and lost 2 adviser decisions from 2024 to 2026: a net gain of 1.
Who it serves, by manager type
| Funds | Managers | |
|---|---|---|
| Institutional venture firm | 44 | 7 |
| Private equity with venture activity | 13 | 3 |
| Micro VC | 7 | 6 |
| Candidate | 1 | 1 |
By fund size
| Funds | Managers | |
|---|---|---|
| Under $25M | 41 | 15 |
| $25M to $100M | 17 | 7 |
| $100M to $500M | 7 | 3 |
By manager state
| Funds | Managers | |
|---|---|---|
| Utah | 53 | 8 |
| Nevada | 2 | 1 |
| California | 1 | 1 |
| Michigan | 1 | 1 |
| New York | 1 | 1 |
| Texas | 1 | 1 |
Adviser decisions by year
| Filing year | Won (funds) | Lost (funds) | By acquisition |
|---|---|---|---|
| 2026 | 2 (10) | 0 (0) | none |
| 2024 | 1 (2) | 2 (4) | none |
| 2023 | 4 (8) | 1 (3) | none |
Where it wins and loses: manager type
| Won | Lost | |
|---|---|---|
| Micro VC | 2 | 0 |
| Not classified | 0 | 2 |
| Private equity with venture activity | 1 | 0 |
Fund size
| Won | Lost | |
|---|---|---|
| Under $25M | 1 | 1 |
| $25M to $100M | 1 | 0 |
| $100M to $500M | 1 | 1 |
Manager state
| Won | Lost | |
|---|---|---|
| Utah | 1 | 0 |
Loses most often to
- WEAVER AND TIDWELL, L.L.P.1 decision, 3 funds
- RSM1 decision, 1 fund
Wins most often from
- Grant Thornton1 decision, 9 funds
- SPICER JEFFRIES LLP1 decision, 2 funds
- PLANTE & MORAN, PLLC1 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.
The managers to call are listed by name for a reader with the venture graph. See the auditor opportunity list
- First named
- Apr 17, 2012
- Latest filing
- Jun 23, 2026
- PCAOB firm id
- 270
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.