Investment managers and funds in Other Locations, CO
45 SEC-registered investment managers and 146 SEC-reporting funds give Other Locations, CO as their filing address in public Form ADV and Form D filings.
Funds by type
- Hedge funds: 11
- Private equity funds: 59
- Venture capital funds: 47
- Other pooled vehicles: 29
Service providers named by funds in Other Locations, CO
Named in filings, listed alphabetically, up to eight per category. No ranking or endorsement is implied.
Fund administrators
Carta, IMA FINANCIAL GROUP, MERITAGE AG, LLC D/B/A MERITAGE ACCOUNTING GROUP, PIEDMONT FUND SERVICES, INC., Standish Management, LLC, Stone Coast Fund Services, TMF Group, UMB Bank, N.A.
Broker-dealers
Bank of America, CALDWELL SUTTER CAPITAL, INC., Charles Schwab, Interactive Brokers, JonesTrading, MS HOWELLS, SPROTT GLOBAL RESOURCE INVESTMENTS LTD, UBS
Custodians
ANB BANK, Bank of America, CIBC, First Citizens Bank & Trust Company, J.P. Morgan, Silicon Valley Bank, UMB Bank, N.A., Wells Fargo
Auditors
BURDICK AND ASSOCIATES, EIDE BAILLY LLP, Ernst & Young LLP, INDICATOR GLOBAL, KPMG LLP, Plante Moran, RSM US LLP, Spicer Jeffries LLP
Placement agents and marketers
HUDSON CAPITAL ADVISORS BD LLC, LOTUSGROUP CAPITAL
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.