This provider
The service provider's name, 24 additional funds served
Every relationship, signal and contact on this record, with the source on each.
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What matters now
- 1 / 0decisions won / lost
In the last 12 months advisers moved 26 funds to this provider (1 decision) 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 - Won26 funds
CRE Venture Capital, Inc. moved 26 funds to this provider as auditor, from SUMMIT LLC.
A new client relationship, first shown on this filing.
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 |
|---|---|---|---|---|---|
| Sabi 6-2 LLC | CRE Venture Capital, Inc. | Auditor | 2021 | $23.6M | Form ADV Mar 30, 2026 reports.adviserinfo.sec.gov |
| Sabi 7-1 LLC | CRE Venture Capital, Inc. | Auditor | 2022 | $23.1M | Form ADV Mar 30, 2026 reports.adviserinfo.sec.gov |
| Sabi 7-3 LLC | CRE Venture Capital, Inc. | Auditor | 2023 | $9.7M | Form ADV Mar 30, 2026 reports.adviserinfo.sec.gov |
Managers served
- CRE Venture Capital, Inc.27 funds, $123M reported gross assets
Change history
- Mar 30, 2026Won Auditor: this provider replaced SUMMIT LLC at CRE Andela B LLC and 25 more of the same manager’s funds · CRE Venture Capital, Inc.Form ADV, previous Jun 24, 2025 reports.adviserinfo.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 27 venture funds, 0.1% of the venture funds with an auditor on record. Won 1 and lost 0 adviser decisions from 2024 to 2026: a net gain of 1.
Who it serves, by manager type
| Funds | Managers | |
|---|---|---|
| Institutional venture firm | 27 | 1 |
By fund size
| Funds | Managers | |
|---|---|---|
| Under $25M | 25 | 1 |
| $25M to $100M | 2 | 1 |
By manager state
| Funds | Managers | |
|---|---|---|
| New Jersey | 27 | 1 |
Adviser decisions by year
| Filing year | Won (funds) | Lost (funds) | By acquisition |
|---|---|---|---|
| 2026 | 1 (26) | 0 (0) | none |
Where it wins and loses: manager type
| Won | Lost | |
|---|---|---|
| Institutional venture firm | 1 | 0 |
Fund size
| Won | Lost | |
|---|---|---|
| $25M to $100M | 1 | 0 |
Manager state
| Won | Lost | |
|---|---|---|
| New Jersey | 1 | 0 |
Loses most often to
No adviser moved a fund from this provider in the last three years.
Wins most often from
- SUMMIT LLC1 decision, 26 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.
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
- Mar 30, 2026
- Latest filing
- Mar 30, 2026
- PCAOB firm id
- 3223
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.