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Investment managers and funds in Pasadena, CA

15 SEC-registered investment managers and 150 SEC-reporting funds give Pasadena, CA as their filing address in public Form ADV and Form D filings.

Funds by type

Service providers named by funds in Pasadena, CA

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

Custodians

BNY Mellon, Charles Schwab, CITY NATIONAL BANK, EAST WEST BANK, Fidelity, First Citizens Bank & Trust Company, J.P. Morgan, U.S. Bank National Association

Broker-dealers

Interactive Brokers

Auditors

Cohen & Company Ltd., KPMG LLP, PricewaterhouseCoopers LLP, ROSE SNYDER & JACOBS LLP, Sensiba LLP, Spicer Jeffries LLP, Tait, Weller & Baker LLP, Weaver and Tidwell LLP

Fund administrators

Alter Domus, BGT FUND ADMINISTRATION, BNY Mellon, LUCASHORSFALL, NAV Consulting, REDBRICK ASSOCIATES, LLC, SHEA VENTURES, LLC, TMF Group

Placement agents and marketers

SKYPOINT CAPITAL PARTNERS, 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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