Investment managers and funds in Laguna Beach, CA
4 SEC-registered investment managers and 51 SEC-reporting funds give Laguna Beach, CA as their filing address in public Form ADV and Form D filings.
Funds by type
- Hedge funds: 7
- Private equity funds: 12
- Venture capital funds: 11
- Other pooled vehicles: 21
Service providers named by funds in Laguna Beach, CA
Named in filings, listed alphabetically, up to eight per category. No ranking or endorsement is implied.
Placement agents and marketers
KELSON CAPITAL LLC
Auditors
BDO USA, Deloitte & Touche LLP, Grant Thornton LLP, KPMG LLP, Weaver and Tidwell LLP
Broker-dealers
BTIG, Goldman Sachs, Morgan Stanley
Custodians
BROADRIDGE FINANCIAL SOLUTIONS, First Citizens Bank & Trust Company, Goldman Sachs, Morgan Stanley, Northern Trust Company, Pershing, UMB Bank, N.A.
Fund administrators
ALCHELYST LIMITED, Carta, Morgan Stanley, Ultimus Fund Solutions, LLC, 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.
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