Investment managers and funds in Houston, TX
152 SEC-registered investment managers and 1,480 SEC-reporting funds give Houston, TX as their filing address in public Form ADV and Form D filings.
Funds by type
- Hedge funds: 194
- Private equity funds: 922
- Venture capital funds: 219
- Other pooled vehicles: 145
Service providers named by funds in Houston, TX
Named in filings, listed alphabetically, up to eight per category. No ranking or endorsement is implied.
Auditors
BDO USA, Deloitte & Touche LLP, Ernst & Young LLP, KPMG LLP, PricewaterhouseCoopers LLP, RSM US LLP, Weaver and Tidwell LLP, WithumSmith+Brown, PC
Fund administrators
Carta, Gen II Fund Services, LLC, IQ-EQ, NAV Consulting, Petra Funds Group, LLC, SS&C, Standish Management, LLC, TMF Group
Placement agents and marketers
APOSTLE FUNDS MANAGEMENT LTD., CAIS CAPITAL, LLC, Credit Suisse, EVERCORE GROUP L.L.C., INDEPENDENT FINANCIAL GROUP, LLC, MISSURA CAPITAL LIMITED, PJT PARTNERS LP, ROGERS INVESTMENT ADVISORS K.K.
Custodians
BMO HARRIS BANK N.A., Citi, CITY NATIONAL BANK, J.P. Morgan, PLAINS STATE BANK, Silicon Valley Bank, SILICON VALLEY BANK, DIVISION OF FIRST CITIZENS BANK, Wells Fargo
Broker-dealers
BTIG, Goldman Sachs, Interactive Brokers, Marex, Morgan Stanley, Pershing, Raymond James, Wells Fargo
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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