Investment managers and funds in Phoenix, AZ
6 SEC-registered investment managers and 25 SEC-reporting funds give Phoenix, AZ as their filing address in public Form ADV and Form D filings.
Funds by type
- Hedge funds: 5
- Private equity funds: 7
- Venture capital funds: 9
- Other pooled vehicles: 4
Service providers named by funds in Phoenix, AZ
Named in filings, listed alphabetically, up to eight per category. No ranking or endorsement is implied.
Fund administrators
Gen II Fund Services, LLC, NAV Consulting, UMB Bank, N.A.
Auditors
AKRAM | ASSURANCE, ADVISORY & TAX, EisnerAmper LLP, Ernst & Young LLP, Frank, Rimerman + Co. LLP, Spicer Jeffries LLP
Broker-dealers
Interactive Brokers, M.S. Howells
Custodians
Charles Schwab, CITY NATIONAL BANK, Computershare Trust Company, N.A., Interactive Brokers, Pershing, UMB Bank, N.A., WEBSTER BANK, N.A.
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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