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Investment managers and funds in Berkeley, CA

7 SEC-registered investment managers and 59 SEC-reporting funds give Berkeley, CA as their filing address in public Form ADV and Form D filings.

Funds by type

Service providers named by funds in Berkeley, CA

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

Fund administrators

HedgeServ (Cayman) Ltd., Opus Fund Services, PIEDMONT FUND SERVICES, INC., State Street Bank and Trust Company

Auditors

BDO USA, CBIZ CPAs P.C., EisnerAmper LLP, Grant Thornton LLP, KPMG LLP, Sensiba LLP

Broker-dealers

Barclays, BNP Paribas, BTIG, Goldman Sachs, J.P. Morgan, Morgan Stanley

Custodians

Bank of America, BNP Paribas, BNY Mellon, CITIZENS FINANCIAL GROUP, INC., Goldman Sachs, J.P. Morgan, Morgan Stanley, Wells Fargo

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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