Investment managers and funds in Palo Alto, CA
131 SEC-registered investment managers and 1,864 SEC-reporting funds give Palo Alto, CA as their filing address in public Form ADV and Form D filings.
Funds by type
- Hedge funds: 29
- Private equity funds: 742
- Venture capital funds: 1,040
- Other pooled vehicles: 53
Service providers named by funds in Palo Alto, CA
Named in filings, listed alphabetically, up to eight per category. No ranking or endorsement is implied.
Auditors
Baker Tilly US, LLP, BDO USA, Deloitte & Touche LLP, Ernst & Young LLP, Frank, Rimerman + Co. LLP, KPMG LLP, PricewaterhouseCoopers LLP, Sensiba LLP
Fund administrators
Aduro Advisors, LLC, Alter Domus, ATLAS FUND SERVICES, LLC, Carta, Juniper Square, NAV Consulting, SS&C, Standish Management, LLC
Broker-dealers
Bank of America, BTIG, DAIWA SECURITIES CO. LTD., Interactive Brokers, Jefferies, Mizuho, Morgan Stanley, Pershing
Custodians
Bank of America, CITY NATIONAL BANK, First Citizens Bank & Trust Company, GRASSHOPPER BANK, GRASSHOPPER BANK, N.A., J.P. Morgan, Morgan Stanley, Silicon Valley Bank
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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