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Investment managers and funds in Los Altos, CA

18 SEC-registered investment managers and 133 SEC-reporting funds give Los Altos, CA as their filing address in public Form ADV and Form D filings.

Funds by type

Service providers named by funds in Los Altos, CA

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

Broker-dealers

Bank of America, BTIG, Morgan Stanley

Fund administrators

Aduro Advisors, LLC, Carta, Hey Canopy, KELA ACCOUNTING, KELA CONSULTING LLC, Opus Fund Services, Standish Management, LLC, Sydecar, LLC

Auditors

Armanino LLP, Baker Tilly US, LLP, BDO USA, Frank, Rimerman + Co. LLP, Haynie & Company, KPMG LLP, Sensiba LLP

Custodians

ACADEMY BANK, NATIONAL ASSOCIATION, Bank of America, Carta, CHOICE FINANCIAL GROUP, GRASSHOPPER BANK, J.P. Morgan, Morgan Stanley, Silicon Valley Bank

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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