This provider
The service provider's name, 44 additional funds served, 9 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.
What matters now
- Won1 fund
Baldwin Wealth Partners, LLC moved a fund to this provider as auditor, from BAKER NEWMAN NOYES.
A new client relationship, first shown on this filing.
- Won1 fund
Trinity Investors Fund Advisors, LLC moved a fund to this provider as auditor, from WEAVER AND TIDWELL, L.L.P..
A new client relationship, first shown on this filing.
- 3 / 0decisions won / lost
In the last 12 months advisers moved 41 funds to this provider (3 decisions) 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 - Won39 funds
Hc2 Capital, LLC moved 39 funds to this provider as auditor, from FORVIS, LLP.
A new client relationship, first shown on this filing.
A 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 |
|---|---|---|---|---|---|
| IP Successor Fund 21 L.P. | AGP II, LLC | Auditor | unknown | $66.2M | Form ADV Mar 20, 2020 sec.gov |
| Celestial Successor Fund, L.P. | AGP III, LLC | Auditor | unknown | $20.8M | Form ADV Mar 20, 2020 sec.gov |
| Trailblazer Capital Fund II LP | Trailblazer Capital | Auditor | 2011 | $20.5M | Form ADV Mar 3, 2017 sec.gov |
- AGP II, LLC1 fund, $66.2M reported gross assets
- AGP III, LLC1 fund, $20.8M reported gross assets
- Trailblazer Capital1 fund, $20.5M reported gross assets
- Mar 30, 2026Won Auditor: this provider replaced FORVIS, LLP at Hc2 Ut Arlington Student Housing C, LP and 38 more of the same manager’s funds · Hc2 Capital, LLCForm ADV, previous Mar 28, 2025 reports.adviserinfo.sec.gov
- Mar 23, 2026Won Auditor: this provider replaced BAKER NEWMAN NOYES at Group8 Ventures LLC · Baldwin Wealth Partners, LLCForm ADV, previous Jan 23, 2026 reports.adviserinfo.sec.gov
- Mar 13, 2026Won Auditor: this provider replaced WEAVER AND TIDWELL, L.L.P. at Trinity S2 Mf Qp Fund I LLC · Trinity Investors Fund Advisors, LLCForm ADV, previous Oct 21, 2025 reports.adviserinfo.sec.gov
A 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 47 venture funds, 0.2% of the venture funds with an auditor on record. Won 4 and lost 1 adviser decisions from 2024 to 2026: a net gain of 3.
Who it serves, by manager type
| Funds | Managers | |
|---|---|---|
| Not classified | 42 | 2 |
| Micro VC | 2 | 2 |
| Institutional venture firm | 1 | 1 |
| Candidate | 1 | 1 |
| Seed fund manager | 1 | 1 |
By fund size
| Funds | Managers | |
|---|---|---|
| Under $25M | 45 | 6 |
| $25M to $100M | 2 | 2 |
By manager state
| Funds | Managers | |
|---|---|---|
| Massachusetts | 1 | 1 |
| Texas | 1 | 1 |
Adviser decisions by year
| Filing year | Won (funds) | Lost (funds) | By acquisition |
|---|---|---|---|
| 2026 | 3 (41) | 0 (0) | none |
| 2025 | 1 (4) | 0 (0) | none |
| 2024 | 0 (0) | 1 (1) | none |
| 2023 | 1 (3) | 0 (0) | none |
Where it wins and loses: manager type
| Won | Lost | |
|---|---|---|
| Not classified | 3 | 0 |
| Micro VC | 1 | 1 |
Fund size
| Won | Lost | |
|---|---|---|
| Under $25M | 1 | 1 |
| $25M to $100M | 2 | 0 |
| $100M to $500M | 1 | 0 |
Manager state
| Won | Lost | |
|---|---|---|
| Massachusetts | 1 | 0 |
Loses most often to
- BODWELL VASEK WELLS DESIMONE LLP1 decision, 1 fund
Wins most often from
- WEAVER AND TIDWELL, L.L.P.2 decisions, 5 funds
- FORVIS, LLP1 decision, 39 funds
- BAKER NEWMAN NOYES1 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.
The managers to call are listed by name for a reader with the venture graph. See the auditor opportunity list
- First named
- Apr 11, 2012
- Latest filing
- Jul 21, 2026
- PCAOB firm id
- 726
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: 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.