This provider
The service provider's name, 4 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.
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 |
|---|---|---|---|---|---|
| Fulcrum Global Capital Fund II, L.P. | FGC Management Co., LLC | Auditor | 2021 | $85.1M | Form ADV Mar 25, 2026 reports.adviserinfo.sec.gov |
| Fulcrum Global Capital Fund, L.P. | FGC Management Co., LLC | Auditor | 2019 | $35.7M | Form ADV Mar 25, 2026 reports.adviserinfo.sec.gov |
| Tregaron Opportunity Fund II, LP | Tregaron Capital | Auditor | 2014 | $21.3M | Form ADV Apr 17, 2026 reports.adviserinfo.sec.gov |
- FGC Management Co., LLC2 funds, $121M reported gross assets
- Tregaron Capital1 fund, $21.3M reported gross assets
- Permanent Equity GP3 funds
- Mar 30, 2021Lost Auditor: KPMG replaced this provider at Flyover Capital Tech Fund I, LP · Flyover Capital Partners, LLCForm ADV, previous Mar 30, 2020 sec.gov
- Jan 23, 2020Lost Auditor: PwC replaced this provider at Wilsquare Capital Partners Fund I, L.P. · Wilsquare Capital LLCForm ADV, previous Aug 30, 2019 sec.gov
- Mar 24, 2016Won Auditor: this provider replaced RSM at Flyover Capital Tech Fund I, LP · Flyover Capital Partners, LLCForm ADV, previous Mar 18, 2015 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 7 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 | |
|---|---|---|
| Candidate | 3 | 1 |
| Corporate venture | 2 | 1 |
| Micro VC | 1 | 1 |
| Not a venture organization | 1 | 1 |
By fund size
| Funds | Managers | |
|---|---|---|
| Under $25M | 2 | 2 |
| $25M to $100M | 3 | 2 |
| $100M to $500M | 2 | 1 |
By manager state
| Funds | Managers | |
|---|---|---|
| Missouri | 5 | 2 |
| California | 1 | 1 |
| Kansas | 1 | 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.
The managers to call are listed by name for a reader with the venture graph. See the auditor opportunity list
- First named
- Mar 30, 2012
- Latest filing
- Apr 17, 2026
- PCAOB firm id
- 41
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.