This provider
The service provider's name, 4 additional funds served, 1 provider change
Every relationship, signal and contact on this record, with the source on each.
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What matters now
- Won2 funds
Autumn Lane Advisors, LLC moved 2 funds to this provider as auditor, from LAPORTE, A PROFESSIONAL ACCOUNTING CORPORATION.
A new client relationship, first shown on this filing.
- 1 / 0decisions won / lost
In the last 12 months advisers moved 2 funds to this provider (1 decision) and 0 away (0 decisions).
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 |
|---|---|---|---|---|---|
| AL Plus Capital I, LP | Autumn Lane Advisors, LLC | Auditor | 2021 | $18.3M | Form ADV Feb 10, 2026 reports.adviserinfo.sec.gov |
| AL Plus Capital II, LP | Autumn Lane Advisors, LLC | Auditor | 2022 | $8.0M | Form ADV Feb 10, 2026 reports.adviserinfo.sec.gov |
| Senergy | Southern Equity Advisors LLC | Auditor | 2024 | not reported | Form ADV Mar 20, 2026 reports.adviserinfo.sec.gov |
Managers served
- Autumn Lane Advisors, LLC2 funds, $26.2M reported gross assets
- Tenth Street Capital4 funds
- Southern Equity Advisors LLC1 fund
Change history
- Feb 10, 2026Won Auditor: this provider replaced LAPORTE, A PROFESSIONAL ACCOUNTING CORPORATION 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 26, 2025Lost Auditor: GRASSI & CO. replaced this provider at Sevfii · Southern Equity Advisors LLCForm ADV, previous Sep 4, 2024 reports.adviserinfo.sec.gov
- Mar 28, 2014Won Auditor: this provider replaced BARTO, HOSS & COMPANY, P.C. at Tenth Street Fund II, LP and 1 more of the same manager’s funds · Tenth Street CapitalForm ADV, previous May 14, 2013 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 7 venture funds, 0.0% 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 | |
|---|---|---|
| Not classified | 4 | 1 |
| Private equity with venture activity | 3 | 2 |
By fund size
| Funds | Managers | |
|---|---|---|
| Under $25M | 7 | 3 |
By manager state
| Funds | Managers | |
|---|---|---|
| Texas | 2 | 1 |
Adviser decisions by year
| Filing year | Won (funds) | Lost (funds) | By acquisition |
|---|---|---|---|
| 2026 | 1 (2) | 0 (0) | none |
| 2025 | 0 (0) | 1 (1) | none |
Where it wins and loses: manager type
| Won | Lost | |
|---|---|---|
| Private equity with venture activity | 1 | 1 |
Fund size
| Won | Lost | |
|---|---|---|
| Under $25M | 0 | 1 |
| $25M to $100M | 1 | 0 |
Manager state
| Won | Lost | |
|---|---|---|
| Texas | 1 | 0 |
Loses most often to
- GRASSI & CO.1 decision, 1 fund
Wins most often from
- LAPORTE, A PROFESSIONAL ACCOUNTING CORPORATION1 decision, 2 funds
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 28, 2014
- Latest filing
- Mar 20, 2026
- PCAOB firm id
- 669
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.