Investment managers and funds in Dallas, TX
250 SEC-registered investment managers and 2,533 SEC-reporting funds give Dallas, TX as their filing address in public Form ADV and Form D filings.
Funds by type
- Hedge funds: 413
- Private equity funds: 1,304
- Venture capital funds: 188
- Other pooled vehicles: 628
Service providers named by funds in Dallas, TX
Named in filings, listed alphabetically, up to eight per category. No ranking or endorsement is implied.
Custodians
Bank of America, First Citizens Bank & Trust Company, J.P. Morgan, Silicon Valley Bank, State Street Bank and Trust Company, TEXAS CAPITAL BANK, U.S. Bank National Association, Wells Fargo
Fund administrators
Alter Domus, Gen II Fund Services, LLC, IQ-EQ, Juniper Square, SS&C, Standish Management, LLC, State Street Bank and Trust Company, Trustserve
Placement agents and marketers
CAMPBELL LUTYENS, EQUUS FINANCIAL CONSULTING LLC, GROUP CAPITAL, LLC, HARRIS WILLIAMS PRIMARY FUND PLACEMENT LLC, LAZARD FRERES & CO. LLC, PAPAMARKOU WELLNER & CO., INC., TAURUS WEALTH ADVISORS PTE LTD, TRIBECA HOLDINGS LIMITED
Broker-dealers
BNP Paribas, Citi, Goldman Sachs, Interactive Brokers, J.P. Morgan, Jefferies, Morgan Stanley, UBS
Auditors
Baker Tilly US, LLP, BDO USA, Deloitte & Touche LLP, Ernst & Young LLP, KPMG LLP, PricewaterhouseCoopers LLP, Weaver and Tidwell LLP, WHITLEY PENN 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.
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