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Investment managers and funds in Irvine, CA

20 SEC-registered investment managers and 216 SEC-reporting funds give Irvine, CA as their filing address in public Form ADV and Form D filings.

Funds by type

Service providers named by funds in Irvine, CA

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

Broker-dealers

H & L EQUITIES, LLC, J.P. Morgan

Auditors

Baker Tilly US, LLP, CohnReznick LLP, CROWE LLP, Deloitte & Touche LLP, Ernst & Young LLP, KPMG LLP, NOVOGRADAC & COMPANY, LLP, Richey May & Co. LLP

Fund administrators

Apex Group, CliftonLarsonAllen LLP, FCI LENDER SERVICES, INC., Kranz & Associates, NAV Consulting, Northern Trust Company, SS&C, Suntera Fund Services

Custodians

Bank of America, CITY NATIONAL BANK, First Citizens Bank & Trust Company, FIRST FOUNDATION BANK, INSPIRA FINANCIAL, J.P. Morgan, Silicon Valley Bank, 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.

ALTALLO is a discovery platform where technology and service providers and investment managers find each other and connect.

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