This provider
The service provider's name, 35 additional funds served, 9 provider changes
Every relationship, signal and contact on this record, with the source on each.
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What matters now
- Won4 funds
Valterra Partners LLC moved 4 funds to this provider as auditor, from RSM.
A new client relationship, first shown on this filing.
- 1 / 0decisions won / lost
In the last 12 months advisers moved 4 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
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 |
|---|---|---|---|---|---|
| Wave Equity Fund LP | Wave Equity Partners | Auditor | unknown | $209M | Form ADV Mar 30, 2026 reports.adviserinfo.sec.gov |
| Wave Equity Fund II LP | Wave Equity Partners | Auditor | 2019 | $180M | Form ADV Mar 30, 2026 reports.adviserinfo.sec.gov |
| Valia Ventures II, LP | Valia Ventures Limited | Auditor | 2020 | $42.7M | Form ADV Mar 30, 2026 reports.adviserinfo.sec.gov |
Managers served
- Wave Equity Partners9 funds, $390M reported gross assets
- Valia Ventures Limited1 fund, $42.7M reported gross assets
- Baldwin Wealth Partners, LLC2 funds, $31.9M reported gross assets
Change history
- Mar 30, 2026Won Auditor: this provider replaced RSM at Valterra Data Holdings LLC and 3 more of the same manager’s funds · Valterra Partners LLCForm ADV, previous Aug 4, 2025 reports.adviserinfo.sec.gov
- Mar 30, 2022Lost Auditor: PwC replaced this provider at SKK 9i Ventures, LLC Series Tr0 and 3 more of the same manager’s funds · Shepherd Kaplan Krochuk, LLCForm ADV, previous Jan 3, 2022 sec.gov
- Mar 30, 2022Lost Auditor: BAKER NEWMAN NOYES replaced this provider at Group8 Ventures LLC · Baldwin Wealth Partners, LLCForm ADV, previous Mar 7, 2022 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 38 venture funds, 0.2% 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 | |
|---|---|---|
| Private equity with venture activity | 16 | 4 |
| Institutional venture firm | 7 | 1 |
| Not classified | 6 | 2 |
| Micro VC | 5 | 2 |
| Corporate venture | 2 | 1 |
| Candidate | 1 | 1 |
By fund size
| Funds | Managers | |
|---|---|---|
| Under $25M | 29 | 10 |
| $25M to $100M | 6 | 5 |
| $100M to $500M | 3 | 2 |
By manager state
| Funds | Managers | |
|---|---|---|
| Massachusetts | 29 | 8 |
| Pennsylvania | 2 | 1 |
Adviser decisions by year
| Filing year | Won (funds) | Lost (funds) | By acquisition |
|---|---|---|---|
| 2026 | 1 (4) | 0 (0) | none |
| 2022 | 1 (3) | 2 (5) | none |
Where it wins and loses: manager type
| Won | Lost | |
|---|---|---|
| Not classified | 1 | 0 |
Fund size
| Won | Lost | |
|---|---|---|
| Under $25M | 1 | 0 |
Loses most often to
No adviser moved a fund from this provider in the last three years.
Wins most often from
- RSM1 decision, 4 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 29, 2012
- Latest filing
- May 28, 2026
- PCAOB firm id
- 392
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.