Investment managers and funds in Boston, MA
310 SEC-registered investment managers and 6,044 SEC-reporting funds give Boston, MA as their filing address in public Form ADV and Form D filings.
Funds by type
- Hedge funds: 1,123
- Private equity funds: 2,687
- Venture capital funds: 904
- Other pooled vehicles: 1,330
Service providers named by funds in Boston, MA
Named in filings, listed alphabetically, up to eight per category. No ranking or endorsement is implied.
Custodians
Bank of America, BNY Mellon, Citi, First Citizens Bank & Trust Company, J.P. Morgan, Morgan Stanley, Silicon Valley Bank, State Street Bank and Trust Company
Fund administrators
BNY Mellon, Gen II Fund Services, LLC, Morgan Stanley, NAV Consulting, SS&C, Standish Management, LLC, State Street Bank and Trust Company, Ultimus Fund Solutions, LLC
Broker-dealers
Bank of America, BNP Paribas, Citi, Goldman Sachs, J.P. Morgan, Morgan Stanley, State Street Bank and Trust Company, UBS
Auditors
APRIO, LLP, BDO USA, CBIZ CPAs P.C., Deloitte & Touche LLP, Ernst & Young LLP, KPMG LLP, PricewaterhouseCoopers LLP, RSM US LLP
Placement agents and marketers
ALPINE CAPITAL ADVISORS SPA, Bank of America, CAIS CAPITAL LLC, GROVEPEAK S.A.S, Jefferies, LEE & PARTNERS CO., LTD., Morgan Stanley, ULLMAN WEALTH MANAGEMENT INC.
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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