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Investment managers and funds in LA Jolla, CA

18 SEC-registered investment managers and 1,112 SEC-reporting funds give LA Jolla, CA as their filing address in public Form ADV and Form D filings.

Funds by type

Service providers named by funds in LA Jolla, CA

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

Custodians

Bank of America, Carta, First Citizens Bank & Trust Company, Goldman Sachs, J.P. Morgan, Silicon Valley Bank, TEXAS CAPITAL BANK, Wells Fargo

Fund administrators

Alter Domus, Apex Group, Gen II Fund Services, LLC, Northern Trust Company, SEI Global Services, Inc., SS&C, Standish Management, LLC, VIRIDIS FUND SOLUTIONS

Broker-dealers

Bank of America, Goldman Sachs, J.P. Morgan, Jefferies, Morgan Stanley, Wells Fargo

Auditors

BDO USA, EisnerAmper LLP, Ernst & Young LLP, Frank, Rimerman + Co. LLP, Grant Thornton LLP, KPMG LLP, PricewaterhouseCoopers LLP, RSM US 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.

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

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