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Investment managers and funds in Foster City, CA

8 SEC-registered investment managers and 35 SEC-reporting funds give Foster City, CA as their filing address in public Form ADV and Form D filings.

Funds by type

Service providers named by funds in Foster City, CA

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

Broker-dealers

Bank of America, Goldman Sachs, Interactive Brokers, J.P. Morgan, Morgan Stanley, UBS

Auditors

Baker Tilly US, LLP, BDO USA, CBIZ CPAs P.C., EisnerAmper LLP, Ernst & Young LLP, Frank, Rimerman + Co. LLP, PricewaterhouseCoopers LLP, Sensiba LLP

Custodians

Bank of America, Citi, First Citizens Bank & Trust Company, First Republic Bank, J.P. Morgan, Morgan Stanley, Silicon Valley Bank, STIFEL BANK

Fund administrators

Aduro Advisors, LLC, Apex Group, HC Global Fund Services, LLC, Reliant Fund Services, SS&C, UMB Bank, N.A.

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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