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Investment managers and funds in Larkspur, CA

14 SEC-registered investment managers and 88 SEC-reporting funds give Larkspur, CA as their filing address in public Form ADV and Form D filings.

Funds by type

Service providers named by funds in Larkspur, CA

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

Broker-dealers

BTIG, Cantor Fitzgerald, Citi, Goldman Sachs, J.P. Morgan, Morgan Stanley, TD Securities, UBS

Auditors

CohnReznick LLP, Deloitte & Touche LLP, EisnerAmper LLP, Ernst & Young LLP, Frank, Rimerman + Co. LLP, KPMG LLP, Plante Moran

Placement agents and marketers

J.P. Morgan, Morgan Stanley

Fund administrators

Aduro Advisors, LLC, Alter Domus, Gen II Fund Services, LLC, HC Global Fund Services, LLC, Morgan Stanley, SS&C, Standish Management, LLC, Stone Coast Fund Services

Custodians

Cantor Fitzgerald, Citizens Bank, N.A., First Citizens Bank & Trust Company, Goldman Sachs, J.P. Morgan, Morgan Stanley, Northern Trust Company, 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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