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Investment managers and funds in Encinitas, CA

6 SEC-registered investment managers and 30 SEC-reporting funds give Encinitas, CA as their filing address in public Form ADV and Form D filings.

Funds by type

Service providers named by funds in Encinitas, CA

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

Auditors

Deloitte & Touche LLP, Ernst & Young LLP, TBD

Fund administrators

Aduro Advisors, LLC, Apex Group, Carta, Standish Management, LLC

Custodians

BANC OF CALIFORNIA, Bank of America, Citizens Bank, N.A., J.P. Morgan, Kraken, LADENBURG THALMANN & CO. INC., Silicon Valley Bank

Placement agents and marketers

ATLANTIC - PACIFIC CAPITAL, INC., HARKEN CAPITAL SECURITIES, LLC

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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