Investment managers and funds in Mill Valley, CA
19 SEC-registered investment managers and 75 SEC-reporting funds give Mill Valley, CA as their filing address in public Form ADV and Form D filings.
Funds by type
- Hedge funds: 15
- Private equity funds: 26
- Venture capital funds: 33
- Other pooled vehicles: 1
Service providers named by funds in Mill Valley, CA
Named in filings, listed alphabetically, up to eight per category. No ranking or endorsement is implied.
Fund administrators
Aduro Advisors, LLC, Carta, Citco Fund Services, HC Global Fund Services, LLC, NAV Consulting, Navigation Fund Services, SS&C, Trident Fund Services
Broker-dealers
Barclays, BMO Capital Markets, BNP Paribas, DASH PRIME LLC, J.P. Morgan, Morgan Stanley, Wells Fargo
Auditors
Deloitte & Touche LLP, EisnerAmper LLP, Frank, Rimerman + Co. LLP, KPMG LLP, PricewaterhouseCoopers LLP, Richey May & Co. LLP, RYAN & JURASKA, Spicer Jeffries LLP
Custodians
APEX CLEARING CORPORATION, Citizens Bank, N.A., Coinbase Prime, Fidelity, First Citizens Bank & Trust Company, J.P. Morgan, Marex, 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.
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