This provider
The service provider's name, 2 additional funds served
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 |
|---|---|---|---|---|---|
| Pipio Associates I LLC | Felix Advisors LLC | Auditor | unknown | not reported | Form ADV Mar 31, 2014 sec.gov |
| Lorem Ipsum Associates LLC | Felix Advisors LLC | Auditor | unknown | not reported | Form ADV Mar 31, 2014 sec.gov |
| Felix Venture Partners Qwiki LLC | Felix Advisors LLC | Auditor | unknown | not reported | Form ADV Jun 27, 2013 sec.gov |
Managers served
- Felix Advisors LLC5 funds
Change history
- Apr 1, 2013Lost Auditor: BDO replaced this provider at Lerer Ventures II, LP · Lerer Hippeau Ventures Management, LLCForm ADV, previous Oct 3, 2012 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 5 venture funds, 0.0% of the venture funds with an auditor on record. No adviser has switched to or away from this provider on the filings read.
Who it serves, by manager type
| Funds | Managers | |
|---|---|---|
| Not classified | 5 | 1 |
By fund size
| Funds | Managers | |
|---|---|---|
| Under $25M | 5 | 1 |
Loses most often to
No adviser moved a fund from this provider in the last three years.
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 16, 2012
- Latest filing
- Mar 31, 2014
- PCAOB firm id
- 4013
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.