Investment managers and funds in Newton, MA
11 SEC-registered investment managers and 83 SEC-reporting funds give Newton, MA as their filing address in public Form ADV and Form D filings.
Funds by type
- Hedge funds: 2
- Private equity funds: 62
- Venture capital funds: 12
- Other pooled vehicles: 7
Service providers named by funds in Newton, MA
Named in filings, listed alphabetically, up to eight per category. No ranking or endorsement is implied.
Auditors
BDO USA, CBIZ CPAs P.C., Cohen & Company Ltd., Deloitte & Touche LLP, Ernst & Young LLP, GRAY, GRAY AND GRAY LLP, KPMG LLP, RSM US LLP
Custodians
Bank of America, Carta, CITIZENS BANK OF MASSACHUSETTS, Fidelity, First Citizens Bank & Trust Company, J.P. Morgan, Morgan Stanley, Silicon Valley Bank
Broker-dealers
Morgan Stanley
Fund administrators
Alter Domus, FAI ADVISORY SERVICES (2008) LTD., NAV Consulting, SS&C, Standish Management, LLC, TMF Group, 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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