Investment managers and funds in Oakland, CA
16 SEC-registered investment managers and 69 SEC-reporting funds give Oakland, CA as their filing address in public Form ADV and Form D filings.
Funds by type
- Hedge funds: 2
- Private equity funds: 0
- Venture capital funds: 54
- Other pooled vehicles: 13
Service providers named by funds in Oakland, CA
Named in filings, listed alphabetically, up to eight per category. No ranking or endorsement is implied.
Fund administrators
Allocations, Inc., Apex Group, Carta, NORTH MOUNTAIN FUND SERVICES, REDBRICK ASSOCIATES, LLC, Standish Management, LLC, Sydecar, LLC, UMB Bank, N.A.
Broker-dealers
ALEX BROWN, Interactive Brokers, J.P. Morgan, Marex, Morgan Stanley
Auditors
Cherry Bekaert LLP, CITRIN COOPERMAN & COMPANY, LLP, DCPA, Ernst & Young LLP, Frank, Rimerman + Co. LLP, KPMG LLP, MOSS ADAMS LLP, Sensiba LLP
Custodians
BROADRIDGE BUSINESS PROCESS OUTSOURCING, LLC, First Citizens Bank & Trust Company, J.P. Morgan, PIPER SANDLER & CO., RBC Capital Markets, Silicon Valley Bank, State Street Bank and 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.
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