Investment managers and funds in Burlingame, CA
28 SEC-registered investment managers and 343 SEC-reporting funds give Burlingame, CA as their filing address in public Form ADV and Form D filings.
Funds by type
- Hedge funds: 27
- Private equity funds: 90
- Venture capital funds: 198
- Other pooled vehicles: 28
Service providers named by funds in Burlingame, CA
Named in filings, listed alphabetically, up to eight per category. No ranking or endorsement is implied.
Fund administrators
Aduro Advisors, LLC, Carta, Gen II Fund Services, LLC, HC Global Fund Services, LLC, Northern Trust Company, SS&C, Standish Management, LLC, State Street Bank and Trust Company
Broker-dealers
Bank of America, BTIG, Citi, Goldman Sachs, Interactive Brokers, Morgan Stanley, UBS, Wells Fargo
Auditors
Armanino LLP, BDO USA, CITRIN COOPERMAN & COMPANY, LLP, Deloitte & Touche LLP, Ernst & Young LLP, Frank, Rimerman + Co. LLP, KPMG LLP, PricewaterhouseCoopers LLP
Custodians
Bank of America, Carta, First Citizens Bank & Trust Company, FIRST CITIZENS BANK AND TRUST CO. (FORMERLY SILICON VALLEY BANK), J.P. Morgan, Morgan Stanley, Northern Trust Company, Silicon Valley Bank
Placement agents and marketers
STIFEL, NICOLAUS & COMPANY, INCORPORATED, TRIAGO
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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