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Investment managers and funds in Other Locations, CA

136 SEC-registered investment managers and 420 SEC-reporting funds give Other Locations, CA as their filing address in public Form ADV and Form D filings.

Funds by type

Service providers named by funds in Other Locations, CA

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

Placement agents and marketers

DEEP WEALTH SA, EUREKACAP PARTNERS, INC., EUROLINK SECURITIES LLC, HOLLISTER ASSOCIATES, LLC, INTERNATIONAL ASSET MANAGEMENT LIMITED, SLINGSHOT CAPITAL ADVISORS, LLC

Broker-dealers

BTIG, Clear Street, Goldman Sachs, Interactive Brokers, J.P. Morgan, Jefferies, Morgan Stanley, Wells Fargo

Custodians

Bank of America, Citizens Bank, N.A., CITY NATIONAL BANK, Goldman Sachs, Interactive Brokers, J.P. Morgan, Silicon Valley Bank, Wells Fargo

Auditors

Deloitte & Touche LLP, Ernst & Young LLP, Frank, Rimerman + Co. LLP, Grant Thornton LLP, KPMG LLP, PricewaterhouseCoopers LLP, Sensiba LLP, Weaver and Tidwell LLP

Fund administrators

Aduro Advisors, LLC, Carta, Citco Fund Services, Gen II Fund Services, LLC, IQ-EQ, NAV Consulting, SS&C, Standish Management, LLC

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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