Investment managers and funds in Boca Raton, FL
49 SEC-registered investment managers and 598 SEC-reporting funds give Boca Raton, FL as their filing address in public Form ADV and Form D filings.
Funds by type
- Hedge funds: 38
- Private equity funds: 417
- Venture capital funds: 14
- Other pooled vehicles: 129
Service providers named by funds in Boca Raton, FL
Named in filings, listed alphabetically, up to eight per category. No ranking or endorsement is implied.
Auditors
CBIZ CPAs P.C., Ernst & Young LLP, Grant Thornton LLP, KPMG LLP, MICHAEL COGLIANESE CPA, P.C., PricewaterhouseCoopers LLP, Sanville & Company LLC, WithumSmith+Brown, PC
Fund administrators
Apex Group, Carta, CBRE, Citco Fund Services, Gen II Fund Services, LLC, INTEGRATED INVESTMENT SOLUTIONS, LLC, NAV Consulting, SS&C
Placement agents and marketers
APOSTLE FUNDS MANAGEMENT PTY LIMITED, CAIS CAPITAL, LLC, EVERCORE GROUP L.L.C., HANA SECURITIES CO LTD, MAGENTA CAPITAL SERVICES LTD., MISSURA CAPITAL LIMITED, ROGERS INVESTMENT ADVISORS K.K., SUTTER SECURITIES INCORPORATED
Custodians
BANC OF CALIFORNIA, BMO HARRIS BANK N.A., CITY NATIONAL BANK, Goldman Sachs, J.P. Morgan, SIGNATURE BANK CHICAGO, TD BANK, N.A., TRUIST BANK
Broker-dealers
Bank of America, Barclays, BTIG, Citi, Goldman Sachs, J.P. Morgan, TD Securities, UBS
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.
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