This provider
The service provider's name, 28 additional funds served, 5 provider changes
Every relationship, signal and contact on this record, with the source on each.
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What matters now
- Lost2 funds
Innovative Private Wealth Management Inc. moved 2 funds from this provider to WEAVER AND TIDWELL, L.L.P. 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 |
|---|---|---|---|---|---|
| Cybernetix Ventures Fund, L.P. | Cybernetix Ventures | Auditor | 2021 | $27.0M | Form ADV Mar 31, 2026 reports.adviserinfo.sec.gov |
| Coastal Qp Growth Fund, LLC | Coastal Investment Company, LLC | Auditor | 2023 | $21.0M | Form ADV Apr 30, 2026 reports.adviserinfo.sec.gov |
| Coastal Growth Fund IV, LLC | Coastal Investment Company, LLC | Auditor | 2023 | $11.5M | Form ADV Apr 30, 2026 reports.adviserinfo.sec.gov |
Managers served
- Coastal Investment Company, LLC12 funds, $59.4M reported gross assets
- Cybernetix Ventures2 funds, $37.0M reported gross assets
- Ngen Mgt II, LLC1 fund, $6.5M reported gross assets
Change history
- Apr 1, 2026Lost Auditor: WEAVER AND TIDWELL, L.L.P. replaced this provider at Infra a Segregated Portfolio of Innovative Development Funds Spc Ltd and 1 more of the same manager’s funds · Innovative Private Wealth Management Inc.Form ADV, previous Mar 19, 2026 reports.adviserinfo.sec.gov
- Mar 26, 2025Won Auditor: this provider replaced MAULDIN & JENKINS, LLC at Sevfii · Southern Equity Advisors LLCForm ADV, previous Sep 4, 2024 reports.adviserinfo.sec.gov
- Apr 19, 2023Lost Auditor: WithumSmith+Brown replaced this provider at Iron Edge Global Technology Fund LLC · Covenant Venture Capital, LLCForm ADV, previous Mar 25, 2023 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 31 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
| Funds | Managers | |
|---|---|---|
| Private equity with venture activity | 22 | 3 |
| Candidate | 4 | 2 |
| Micro VC | 4 | 2 |
| Institutional venture firm | 1 | 1 |
By fund size
| Funds | Managers | |
|---|---|---|
| Under $25M | 29 | 8 |
| $25M to $100M | 2 | 2 |
By manager state
| Funds | Managers | |
|---|---|---|
| Florida | 12 | 1 |
| Georgia | 9 | 1 |
| Massachusetts | 2 | 1 |
| New York | 2 | 2 |
Adviser decisions by year
| Filing year | Won (funds) | Lost (funds) | By acquisition |
|---|---|---|---|
| 2026 | 0 (0) | 1 (2) | none |
| 2025 | 1 (1) | 0 (0) | none |
| 2023 | 2 (9) | 1 (1) | none |
Where it wins and loses: manager type
| Won | Lost | |
|---|---|---|
| Not a venture organization | 0 | 1 |
| Private equity with venture activity | 1 | 0 |
Fund size
| Won | Lost | |
|---|---|---|
| Under $25M | 1 | 0 |
| $25M to $100M | 0 | 1 |
Manager state
| Won | Lost | |
|---|---|---|
| New York | 0 | 1 |
Loses most often to
- WEAVER AND TIDWELL, L.L.P.1 decision, 2 funds
Wins most often from
- MAULDIN & JENKINS, LLC1 decision, 1 fund
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 13, 2012
- Latest filing
- Apr 30, 2026
- PCAOB firm id
- 606
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.