This provider
The service provider's name, 6 additional funds served, 5 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 |
|---|---|---|---|---|---|
| Signet Heathcare Partners Accredited Partnership IV LP | Signet Healthcare Management LLC | Auditor | 2016 | $20.9M | Form ADV Mar 30, 2026 reports.adviserinfo.sec.gov |
| SMH Private Equity Group III (institutional), L.P. | Houston Ventures III Management, LLC | Auditor | 2011 | $15.5M | Form ADV Jul 15, 2025 reports.adviserinfo.sec.gov |
| SMH Private Equity Group III, L.P. | Houston Ventures III Management, LLC | Auditor | 2011 | $11.6M | Form ADV Jul 15, 2025 reports.adviserinfo.sec.gov |
Managers served
- Signet Healthcare Management LLC5 funds, $30.0M reported gross assets
- Houston Ventures III Management, LLC2 funds, $27.1M reported gross assets
- Signet Healthcare Partners, LLC2 funds, $8.7M reported gross assets
Change history
- Mar 27, 2025Lost Auditor: WEAVER AND TIDWELL, L.L.P. replaced this provider at Black Tech Nation Ventures 1, LP · Btnv Management, LLCForm ADV, previous Oct 4, 2024 reports.adviserinfo.sec.gov
- Mar 9, 2023Won Auditor: this provider replaced MITCHELL & TITUS LLP at Black Tech Nation Ventures 1, LP · Btnv Management, LLCForm ADV, previous Mar 31, 2022 sec.gov
- Mar 28, 2014Won Auditor: this provider replaced Grant Thornton at Life Sciences Opportunity Fund, L.P. and 1 more of the same manager’s funds · SMH Life Sciences Management, LLCForm ADV, previous Mar 26, 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 9 venture funds, 0.0% of the venture funds with an auditor on record. Won 0 and lost 1 adviser decisions from 2024 to 2026: a net loss of 1.
Who it serves, by manager type
| Funds | Managers | |
|---|---|---|
| Institutional venture firm | 5 | 1 |
| Micro VC | 4 | 2 |
By fund size
| Funds | Managers | |
|---|---|---|
| Under $25M | 7 | 3 |
| $25M to $100M | 2 | 1 |
By manager state
| Funds | Managers | |
|---|---|---|
| New York | 7 | 2 |
| Texas | 2 | 1 |
Adviser decisions by year
| Filing year | Won (funds) | Lost (funds) | By acquisition |
|---|---|---|---|
| 2025 | 0 (0) | 1 (1) | none |
| 2023 | 1 (1) | 0 (0) | none |
Where it wins and loses: manager type
| Won | Lost | |
|---|---|---|
| Institutional venture firm | 0 | 1 |
Fund size
| Won | Lost | |
|---|---|---|
| $25M to $100M | 0 | 1 |
Manager state
| Won | Lost | |
|---|---|---|
| Pennsylvania | 0 | 1 |
Loses most often to
- WEAVER AND TIDWELL, L.L.P.1 decision, 1 fund
Wins most often from
No adviser moved a fund to this provider in the last three years.
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 30, 2026
- PCAOB firm id
- 869
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.