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Investment managers and funds in Boulder, CO

24 SEC-registered investment managers and 150 SEC-reporting funds give Boulder, CO as their filing address in public Form ADV and Form D filings.

Funds by type

Service providers named by funds in Boulder, CO

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

Custodians

Bank of America, CIBC BANK USA, First Citizens Bank & Trust Company, J.P. Morgan, Pershing, Royal Bank of Canada, Silicon Valley Bank, Wells Fargo

Fund administrators

Alter Domus, Apex Group, Carta, Gen II Fund Services, LLC, PROSPERITY PARTNERS, Securitize Fund Services, SS&C, Ultimus Fund Solutions, LLC

Auditors

Baker Tilly US, LLP, Deloitte & Touche LLP, Grant Thornton LLP, KPMG LLP, Plante Moran, Richey May & Co. LLP, RSM US LLP, Sensiba 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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