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Investment managers and funds in Beverly Hills, CA

32 SEC-registered investment managers and 442 SEC-reporting funds give Beverly Hills, CA as their filing address in public Form ADV and Form D filings.

Funds by type

Service providers named by funds in Beverly Hills, CA

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

Fund administrators

Aduro Advisors, LLC, CSC Global Financial Markets, Gen II Fund Services, LLC, IQ-EQ, NAV Consulting, SS&C, Standish Management, LLC, UMB Bank, N.A.

Broker-dealers

Bank of America, BTIG, Deutsche Bank, Goldman Sachs, J.P. Morgan, Jefferies

Auditors

BDO USA, CohnReznick LLP, Deloitte & Touche LLP, EisnerAmper LLP, Ernst & Young LLP, Frank, Rimerman + Co. LLP, KPMG LLP, Weaver and Tidwell LLP

Custodians

Bank of America, BMO BANK N.A., Citi, COMERICA BANK, A DIVISION OF FIFTH THIRD BANK, N.A., First Citizens Bank & Trust Company, J.P. Morgan, Silicon Valley Bank, VALLEY NATIONAL BANK

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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