This provider
The service provider's name, 31 additional funds served, 5 provider changes
Every relationship, signal and contact on this record, with the source on each.
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What matters now
- 0 / 1decisions won / lost
In the last 12 months advisers moved 0 funds to this provider (0 decisions) and 23 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 - Lost23 funds
Athos Private Wealth LLC moved 23 funds from this provider to SENSIBA SAN FILIPPO LLP as auditor.
A client that left; the filing names who replaced this provider.
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 |
|---|---|---|---|---|---|
| Zions SBIC, LLC | Wasatch Management Partners, L.L.C. | Auditor | unknown | $136M | Form ADV Mar 31, 2025 reports.adviserinfo.sec.gov |
| Tandem Ventures Fund I, L.P. | Tandem Partners Group, LLC | Auditor | 2023 | $47.9M | Form ADV Mar 26, 2026 reports.adviserinfo.sec.gov |
| Frazier Fund III, LP | Frazier Group Management, LLC | Auditor | 2020 | $46.5M | Form ADV Mar 4, 2026 reports.adviserinfo.sec.gov |
Managers served
- Wasatch Management Partners, L.L.C.6 funds, $143M reported gross assets
- Frazier Group Management, LLC3 funds, $110M reported gross assets
- Tandem Partners Group, LLC2 funds, $47.9M reported gross assets
Change history
- Mar 31, 2026Lost Auditor: SENSIBA SAN FILIPPO LLP replaced this provider at Athos Opportunity Fund Fph, LLC and 22 more of the same manager’s funds · Athos Private Wealth LLCForm ADV, previous Aug 9, 2025 reports.adviserinfo.sec.gov
- Mar 31, 2025Lost Auditor: FORVIS, LLP replaced this provider at Epic Venture Fund V, LP and 1 more of the same manager’s funds · Wasatch Management Partners, L.L.C.Form ADV, previous Mar 25, 2024 reports.adviserinfo.sec.gov
- Mar 27, 2025Lost Auditor: BDO replaced this provider at VSL Partners, LP · Section Capital Management, LPForm ADV, previous Mar 27, 2024 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 34 venture funds, 0.2% of the venture funds with an auditor on record. Won 0 and lost 3 adviser decisions from 2024 to 2026: a net loss of 3.
Who it serves, by manager type
| Funds | Managers | |
|---|---|---|
| Institutional venture firm | 11 | 3 |
| Private equity with venture activity | 11 | 4 |
| Not classified | 7 | 1 |
| Seed fund manager | 3 | 1 |
| Multi-stage venture firm | 2 | 1 |
By fund size
| Funds | Managers | |
|---|---|---|
| Under $25M | 28 | 9 |
| $25M to $100M | 5 | 3 |
| $100M to $500M | 1 | 1 |
By manager state
| Funds | Managers | |
|---|---|---|
| Utah | 24 | 7 |
| California | 3 | 2 |
Adviser decisions by year
| Filing year | Won (funds) | Lost (funds) | By acquisition |
|---|---|---|---|
| 2026 | 0 (0) | 1 (23) | none |
| 2025 | 0 (0) | 2 (3) | none |
| 2023 | 1 (7) | 0 (0) | none |
| 2022 | 0 (0) | 2 (5) | none |
Where it wins and loses: manager type
| Won | Lost | |
|---|---|---|
| Institutional venture firm | 0 | 1 |
| Multi-stage venture firm | 0 | 1 |
| Private equity with venture activity | 0 | 1 |
Fund size
| Won | Lost | |
|---|---|---|
| Under $25M | 0 | 2 |
| $25M to $100M | 0 | 1 |
Manager state
| Won | Lost | |
|---|---|---|
| Utah | 0 | 2 |
| California | 0 | 1 |
Loses most often to
- SENSIBA SAN FILIPPO LLP1 decision, 23 funds
- FORVIS, LLP1 decision, 2 funds
- BDO1 decision, 1 fund
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
- Feb 27, 2012
- Latest filing
- Jul 16, 2026
- PCAOB firm id
- 374
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.