Investment managers and funds in Other Locations, UT
16 SEC-registered investment managers and 54 SEC-reporting funds give Other Locations, UT as their filing address in public Form ADV and Form D filings.
Funds by type
- Hedge funds: 5
- Private equity funds: 21
- Venture capital funds: 20
- Other pooled vehicles: 8
Service providers named by funds in Other Locations, UT
Named in filings, listed alphabetically, up to eight per category. No ranking or endorsement is implied.
Fund administrators
Alter Domus, Carta, CERTUS TAX AND ACCOUNTING SERVICES, NAV Consulting, PAUL AHLSTROM, Standish Management, LLC, STEADFAST GROUP, Sydecar, LLC
Auditors
CBIZ CPAs P.C., Deloitte & Touche LLP, Ernst & Young LLP, KPMG LLP, Richey May & Co. LLP, SQUIRE, TANNER LLC
Broker-dealers
Interactive Brokers
Custodians
Bank of America, Charles Schwab, FIRST CITIZENS BANCSHARES, INC., Interactive Brokers, J.P. Morgan, NATIONAL BANK HOLDINGS CORPORATION, Silicon Valley Bank, UMB Bank, N.A.
Placement agents and marketers
INTE SECURITIES 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.
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