AltMountain

Edelstein

Private fund auditor · 5 private funds on SEC Form ADV

Advisers' Form ADV filings name Edelstein as auditor to 5 private funds. It ranks No. 223 of 247 auditors by number of private funds served.

Rankings

Funds served, by type

  • Venture capital funds4
  • Other private funds1

Where its clients are

State of the funds' U.S. advisers.

  • Ohio2
  • Massachusetts1

Where the funds are organized

  • United States5

Private funds that name Edelstein (4 listed here)

Fund
Gross assets
Minimum
Owners
Adviser
Black Fund
Delaware, United StatesVenture capital fund
Gross assets$66.9M
Minimum$250K
Owners36
AdviserKodiak Venture Partners
Refinery Ventures Fund I, LP
Delaware, United StatesVenture capital fund
Gross assets$51.8M
MinimumNone set
Owners41
AdviserRefinery Ventures
Refinery Ventures Fund II, LP
Delaware, United StatesVenture capital fund
Gross assets$32.7M
MinimumNone set
Owners60
AdviserRefinery Ventures
Aspera Limited Partnership
Massachusetts, United StatesPrivate fund
Gross assets$30.6M
Minimum$50K
Owners48
AdviserCubic Asset Management, LLC

1 more funds name Edelstein: feeder funds, single-deal vehicles and funds listed from Form D, shown on their own or their adviser's pages.

Names as filed

Edelstein; Edelstein & Co LLP

From SEC filings, not verified. Counts are the number of private funds whose adviser names the firm in that role on Form ADV (Schedule D, Section 7.B.(1)), in the SEC's public Form ADV data through filings made by Dec 26, 2024. A fund can name several firms in the same role. Names are grouped automatically (spelling variants and, for the largest firms, their affiliated entities), which can be incomplete. Rankings count funds only; they do not reflect quality, assets served or fees, and are not a recommendation. Corrections: hello@altmountain.com.