This provider
The service provider's name, 40 additional funds served, 4 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 |
|---|---|---|---|---|---|
| Schechter Private Capital Fund I, LLC - Series U | Schechter Private Capital, LLC | Auditor | 2021 | $112M | Form ADV Mar 13, 2026 reports.adviserinfo.sec.gov |
| BLU Venture Investors Cyber Fund, LP | BLU Venture Management, LLC | Auditor | 2021 | $29.7M | Form ADV Mar 30, 2026 reports.adviserinfo.sec.gov |
| Schechter Private Capital Fund I, LLC - Series E | Schechter Private Capital, LLC | Auditor | 2017 | $21.7M | Form ADV Jul 21, 2025 reports.adviserinfo.sec.gov |
Managers served
- Schechter Private Capital, LLC39 funds, $389M reported gross assets
- BLU Venture Management, LLC1 fund, $29.7M reported gross assets
- Mattock Capital Investments LLC1 fund, $17.7M reported gross assets
Change history
- Mar 21, 2025Lost Auditor: Frank, Rimerman + Co. replaced this provider at Lifeforce Capital Fund II, L.P. and 3 more of the same manager’s funds · Lifeforce Capital Management, LLCForm ADV, previous Mar 26, 2024 reports.adviserinfo.sec.gov
- Mar 29, 2024Lost Auditor: EY replaced this provider at Sinewave Ventures Fund I, L.P. and 2 more of the same manager’s funds · Sinewave Ventures, LLCForm ADV, previous Apr 3, 2023 sec.gov
- Mar 27, 2024Won Auditor: this provider replaced SC&H GROUP INC. at Broadoak Biotools Venture Fund, LLC · Broadoak Asset Management, LLCForm ADV, previous Mar 23, 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 43 venture funds, 0.2% of the venture funds with an auditor on record. Won 2 and lost 2 adviser decisions from 2024 to 2026: even.
Who it serves, by manager type
| Funds | Managers | |
|---|---|---|
| Institutional venture firm | 40 | 2 |
| Micro VC | 2 | 2 |
| Not a venture organization | 1 | 1 |
By fund size
| Funds | Managers | |
|---|---|---|
| Under $25M | 41 | 4 |
| $25M to $100M | 1 | 1 |
| $100M to $500M | 1 | 1 |
By manager state
| Funds | Managers | |
|---|---|---|
| Michigan | 39 | 1 |
| Virginia | 2 | 2 |
| Maryland | 1 | 1 |
Adviser decisions by year
| Filing year | Won (funds) | Lost (funds) | By acquisition |
|---|---|---|---|
| 2025 | 0 (0) | 1 (4) | none |
| 2024 | 2 (37) | 1 (3) | none |
| 2023 | 1 (4) | 0 (0) | none |
Where it wins and loses: manager type
| Won | Lost | |
|---|---|---|
| Institutional venture firm | 1 | 1 |
| Multi-stage venture firm | 0 | 1 |
| Not a venture organization | 1 | 0 |
Fund size
| Won | Lost | |
|---|---|---|
| Under $25M | 1 | 0 |
| $25M to $100M | 0 | 1 |
| $100M to $500M | 1 | 1 |
Manager state
| Won | Lost | |
|---|---|---|
| Maryland | 1 | 1 |
| Michigan | 1 | 0 |
| Virginia | 0 | 1 |
Loses most often to
- Frank, Rimerman + Co.1 decision, 4 funds
- EY1 decision, 3 funds
Wins most often from
- BDO1 decision, 36 funds
- SC&H GROUP INC.1 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 30, 2012
- Latest filing
- Aug 31, 2026
- PCAOB firm id
- 80
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.