This provider
The service provider's name, 15 additional funds served, 2 provider changes
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 |
|---|---|---|---|---|---|
| Uncorrelated Fund 2020, LP | Uncorrelated Advisors LLC | Auditor | 2020 | $431M | Form ADV Feb 4, 2026 reports.adviserinfo.sec.gov |
| Uncorrelated Fund 2022 LP | Uncorrelated Advisors LLC | Auditor | 2022 | $367M | Form ADV Feb 4, 2026 reports.adviserinfo.sec.gov |
| Buoyant Ventures Fund, L.P. | Buoyant Ventures Management, LLC | Auditor | unknown | $64.3M | Form ADV Mar 26, 2026 reports.adviserinfo.sec.gov |
Managers served
- Uncorrelated Advisors LLC2 funds, $798M reported gross assets
- Inter-Atlantic Energy Capital Ventures, Inc.2 funds, $101M reported gross assets
- M253 funds, $91.4M reported gross assets
Change history
- Mar 21, 2025Rename Auditor: PLANTE & MORAN PLLC replaced this provider at Blue Hour Ventures I, LP · Blue Hour Ventures, LLCForm ADV, previous Mar 26, 2024 reports.adviserinfo.sec.gov
- Mar 4, 2024Won Auditor: this provider replaced RSM at Bluestein Ventures Fund III, L.P. · Bluestein Ventures Management LLCForm ADV, previous Jan 11, 2023 sec.gov
- Jun 30, 2021Rename Auditor: PLANTE & MORAN, PLLC replaced this provider at Growth Catalyst Partners I-A, L.P. and 2 more of the same manager’s funds · Growth Catalyst Partners, L.P.Form ADV, previous Mar 31, 2021 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 18 venture funds, 0.1% of the venture funds with an auditor on record. Won 1 and lost 0 adviser decisions from 2024 to 2026: a net gain of 1.
Who it serves, by manager type
| Funds | Managers | |
|---|---|---|
| Institutional venture firm | 6 | 3 |
| Micro VC | 5 | 4 |
| Multi-stage venture firm | 3 | 1 |
| Private equity with venture activity | 3 | 1 |
| Candidate | 1 | 1 |
By fund size
| Funds | Managers | |
|---|---|---|
| Under $25M | 7 | 4 |
| $25M to $100M | 8 | 6 |
| $100M to $500M | 3 | 2 |
By manager state
| Funds | Managers | |
|---|---|---|
| Illinois | 9 | 5 |
| Maryland | 3 | 1 |
| Nevada | 2 | 1 |
| Ohio | 2 | 1 |
Adviser decisions by year
| Filing year | Won (funds) | Lost (funds) | By acquisition |
|---|---|---|---|
| 2024 | 1 (1) | 0 (0) | none |
Where it wins and loses: manager type
| Won | Lost | |
|---|---|---|
| Micro VC | 1 | 0 |
Fund size
| Won | Lost | |
|---|---|---|
| $25M to $100M | 1 | 0 |
Manager state
| Won | Lost | |
|---|---|---|
| Illinois | 1 | 0 |
Loses most often to
No adviser moved a fund from this provider in the last three years.
Wins most often from
- RSM1 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
- Jul 8, 2019
- Latest filing
- Jul 27, 2026
- PCAOB firm id
- 6581
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.