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Investment managers and funds in Menlo Park, CA

115 SEC-registered investment managers and 1,482 SEC-reporting funds give Menlo Park, CA as their filing address in public Form ADV and Form D filings.

Funds by type

Service providers named by funds in Menlo Park, CA

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

Auditors

Baker Tilly US, LLP, BDO USA, Deloitte & Touche LLP, Ernst & Young LLP, Frank, Rimerman + Co. LLP, KPMG LLP, PricewaterhouseCoopers LLP, Sensiba LLP

Custodians

Bank of America, Carta, First Citizens Bank & Trust Company, J.P. Morgan, Morgan Stanley, MORGAN STANLEY PRIVATE WEALTH MANAGEMENT, Raymond James, Silicon Valley Bank

Fund administrators

Aduro Advisors, LLC, Alter Domus, Apex Group, Carta, Citco Fund Services, SS&C, Standish Management, LLC, Venture360

Placement agents and marketers

DS INVESTMENT SECURITIES CO., LTD, GROVEPEAK S.A.S., J.P. Morgan

Broker-dealers

Anchorage Digital, Bank of America, BTIG, Coinbase Prime, FalconX, Goldman Sachs, J.P. Morgan, Morgan Stanley

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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