This provider
The service provider's name, 11 additional funds served, 1 provider change
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 |
|---|---|---|---|---|---|
| SFA Boston 2018, LP | Search Fund Accelerator, LLC | Auditor | 2018 | $148M | Form ADV Mar 24, 2026 reports.adviserinfo.sec.gov |
| Black Fund | Kodiak Venture Partners | Auditor | unknown | $66.9M | Form ADV Mar 10, 2026 reports.adviserinfo.sec.gov |
| SFA 2020, LP | Search Fund Accelerator, LLC | Auditor | 2020 | $58.5M | Form ADV Mar 24, 2026 reports.adviserinfo.sec.gov |
Managers served
- Search Fund Accelerator, LLC8 funds, $356M reported gross assets
- Kodiak Venture Partners4 funds, $68.4M reported gross assets
- Carnegie Arch, LLC1 fund, $1.3M reported gross assets
Change history
- Mar 31, 2025Lost Auditor: EisnerAmper replaced this provider at Refinery Ventures Fund II, LP and 1 more of the same manager’s funds · Refinery Ventures Management, LLCForm ADV, previous Mar 27, 2024 reports.adviserinfo.sec.gov
- Mar 23, 2023Won Auditor: this provider replaced Deloitte at Refinery Ventures Fund II, LP and 1 more of the same manager’s funds · Refinery Ventures Management, LLCForm ADV, previous Jun 23, 2022 sec.gov
- Jan 7, 2019Won Auditor: this provider replaced SCHOFER DILLBERG & COMPANY at SFA Boston 2016, LP and 2 more of the same manager’s funds · Search Fund Accelerator, LLCForm ADV, previous Jan 11, 2018 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 14 venture funds, 0.1% 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 | |
|---|---|---|
| Accelerator | 8 | 1 |
| Institutional venture firm | 4 | 1 |
| Micro VC | 2 | 2 |
By fund size
| Funds | Managers | |
|---|---|---|
| Under $25M | 9 | 4 |
| $25M to $100M | 4 | 2 |
| $100M to $500M | 1 | 1 |
By manager state
| Funds | Managers | |
|---|---|---|
| Louisiana | 8 | 1 |
Adviser decisions by year
| Filing year | Won (funds) | Lost (funds) | By acquisition |
|---|---|---|---|
| 2025 | 0 (0) | 1 (2) | none |
| 2023 | 1 (2) | 0 (0) | none |
Where it wins and loses: manager type
| Won | Lost | |
|---|---|---|
| Institutional venture firm | 0 | 1 |
Fund size
| Won | Lost | |
|---|---|---|
| $100M to $500M | 0 | 1 |
Manager state
| Won | Lost | |
|---|---|---|
| Ohio | 0 | 1 |
Loses most often to
- EisnerAmper1 decision, 2 funds
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.
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 26, 2018
- Latest filing
- Mar 24, 2026
- PCAOB firm id
- 3376
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.