This provider

Venture fund auditor· DENVER, Colorado
Venture funds served
12
Managers served
1
Won / lost, 12 months
0 / 1
decisions, one per adviser filing
Auditor · 12
As of · the latest filing that names this provider for a venture fund

The service provider's name, 9 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.

What matters now

  1. 0 / 1
    decisions won / lost

    In the last 12 months advisers moved 0 funds to this provider (0 decisions) and 26 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
  2. Lost
    26 funds

    CRE Venture Capital, Inc. moved 26 funds from this provider to MERCURIUS & ASSOCIATES LLP as auditor.

    A client that left; the filing names who replaced this provider.

    FactForm ADV filed Mar 30, 2026Open the fund →

Funds served

12 venture funds on the latest filings, largest reported gross assets first

Managers served

1 manager; the largest by the gross assets of the funds this provider serves for them

Change history

Funds that moved to or away from this provider, newest filing first; one row per adviser decision

Competitive position

Who it serves, and where advisers move funds to it or away from it

Named as auditor on 12 venture funds, 0.1% of the venture funds with an auditor on record. Won 1 and lost 1 adviser decisions from 2024 to 2026: even.

Who it serves, by manager type

FundsManagers
Institutional venture firm121

By fund size

FundsManagers
Under $25M91
$25M to $100M31

By manager state

FundsManagers
New Jersey121

Adviser decisions by year

Filing yearWon (funds)Lost (funds)By acquisition
20260 (0)1 (26)none
20241 (4)0 (0)none

Where it wins and loses: manager type

WonLost
Institutional venture firm11

Fund size

WonLost
$25M to $100M11

Manager state

WonLost
New Jersey11

Loses most often to

Wins most often from

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

Managers with a new trigger for an auditor, from the provider opportunity list

The managers to call are listed by name for a reader with the venture graph. See the auditor opportunity list

Filing evidence

First named
May 16, 2022
Latest filing
Mar 30, 2026
PCAOB firm id
5251

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.

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