This provider
The service provider's name
Every relationship, signal and contact on this record, with the source on each.
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What matters now
- Lost2 funds
Triton Pacific Adviser, LLC moved 2 funds from this provider to CHERRY BEKAERT 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 2 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 |
|---|---|---|---|---|---|
| Triton Pacific Platinum Fund IV, LP | Triton Pacific Adviser, LLC | Auditor | unknown | not reported | Form ADV Mar 30, 2023 sec.gov |
| Triton Pacific Income & Growth Fund IV, LP | Triton Pacific Adviser, LLC | Auditor | unknown | not reported | Form ADV Mar 30, 2023 sec.gov |
- Triton Pacific Adviser, LLC2 funds
- Mar 30, 2026Lost Auditor: CHERRY BEKAERT LLP replaced this provider at UPA Investors, LP and 1 more of the same manager’s funds · Triton Pacific Adviser, LLCForm ADV, previous Jun 24, 2021 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 2 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 | |
|---|---|---|
| Not classified | 2 | 1 |
By fund size
| Funds | Managers | |
|---|---|---|
| Under $25M | 2 | 1 |
Adviser decisions by year
| Filing year | Won (funds) | Lost (funds) | By acquisition |
|---|---|---|---|
| 2026 | 0 (0) | 1 (2) | none |
Where it wins and loses: manager type
| Won | Lost | |
|---|---|---|
| Not classified | 0 | 1 |
Fund size
| Won | Lost | |
|---|---|---|
| $100M to $500M | 0 | 1 |
Loses most often to
- CHERRY BEKAERT LLP1 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.
The managers to call are listed by name for a reader with the venture graph. See the auditor opportunity list
- First named
- Apr 2, 2018
- Latest filing
- Mar 30, 2023
- PCAOB firm id
- 3698
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.