This provider
The service provider's name
Every relationship, signal and contact on this record, with the source on each.
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What matters now
- Lost2 funds
Autumn Lane Advisors, LLC moved 2 funds from this provider to MAULDIN & JENKINS, LLC as auditor.
A client that left; the filing names who replaced this provider.
- 0 / 1decisions won / lost
In the last 12 months advisers moved 0 funds to this provider (0 decisions) and 2 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
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 |
|---|---|---|---|---|---|
| Santa Rosa Investment Fund, LLC | Freegulliver, LLC | Auditor | 2015 | not reported | Form ADV Sep 9, 2026 reports.adviserinfo.sec.gov |
| AL Mlc I, LP | Autumn Lane Advisors, LLC | Auditor | 2019 | not reported | Form ADV Apr 1, 2021 sec.gov |
Managers served
- Autumn Lane Advisors, LLC1 fund
- Freegulliver, LLC1 fund
Change history
- Feb 10, 2026Lost Auditor: MAULDIN & JENKINS, LLC replaced this provider at AL Plus Capital I, LP and 1 more of the same manager’s funds · Autumn Lane Advisors, LLCForm ADV, previous Jun 30, 2025 reports.adviserinfo.sec.gov
- Mar 27, 2015Lost Auditor: BDO replaced this provider at Maples Investments, L.P. · FloodgateForm ADV, previous Mar 31, 2014 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 2 venture funds, 0.0% of the venture funds with an auditor on record. Won 0 and lost 1 adviser decisions from 2024 to 2026: a net loss of 1.
Who it serves, by manager type
| Funds | Managers | |
|---|---|---|
| Private equity with venture activity | 2 | 2 |
By fund size
| Funds | Managers | |
|---|---|---|
| Under $25M | 2 | 2 |
By manager state
| Funds | Managers | |
|---|---|---|
| Louisiana | 1 | 1 |
| Texas | 1 | 1 |
Adviser decisions by year
| Filing year | Won (funds) | Lost (funds) | By acquisition |
|---|---|---|---|
| 2026 | 0 (0) | 1 (2) | none |
Where it wins and loses: manager type
| Won | Lost | |
|---|---|---|
| Private equity with venture activity | 0 | 1 |
Fund size
| Won | Lost | |
|---|---|---|
| $25M to $100M | 0 | 1 |
Manager state
| Won | Lost | |
|---|---|---|
| Texas | 0 | 1 |
Loses most often to
- MAULDIN & JENKINS, LLC1 decision, 2 funds
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
- Mar 29, 2018
- Latest filing
- Sep 9, 2026
- PCAOB firm id
- 601
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.