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Investment managers and funds in Austin, TX

153 SEC-registered investment managers and 2,171 SEC-reporting funds give Austin, TX as their filing address in public Form ADV and Form D filings.

Funds by type

Service providers named by funds in Austin, TX

Named in filings, listed alphabetically, up to eight per category. No ranking or endorsement is implied.

Broker-dealers

Bank of America, BNY Mellon, Goldman Sachs, Interactive Brokers, J.P. Morgan, Jefferies, Morgan Stanley, UBS

Fund administrators

Carta, Dynamo Software, Essential Fund Services, NAV Consulting, NESF FUND SERVICES CORP., SS&C, Standish Management, LLC, State Street Bank and Trust Company

Placement agents and marketers

AIG, INC., ASCENSUS BROKER DEALER SERVICES, LLC, FAS CORP., Goldman Sachs, J.P. Morgan, M HOLDINGS SECURITIES, INC., STERN CAPITAL LLC, WILLIAM BLAIR & COMPANY L.L.C.

Custodians

Bank of America, Charles Schwab, FROST BANK, J.P. Morgan, Morgan Stanley, Silicon Valley Bank, State Street Bank and Trust Company, Wells Fargo

Auditors

BDO USA, BURTON MCCUMBER & LONGORIA, LLP, Deloitte & Touche LLP, Ernst & Young LLP, KPMG LLP, PricewaterhouseCoopers LLP, Richey May & Co. LLP, Weaver and Tidwell LLP

About this data

All figures on this page are counts drawn from public SEC filings (Form ADV and Form D) and are shown as filed. Provider names are the appointments named in those filings. ALTALLO does not verify, rank or endorse any firm, and ALTALLO is not affiliated with, endorsed by, or acting on behalf of the SEC or any filing entity.

ALTALLO is a discovery platform where technology and service providers and investment managers find each other and connect.

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