Investment managers and funds in Plano, TX
11 SEC-registered investment managers and 50 SEC-reporting funds give Plano, TX as their filing address in public Form ADV and Form D filings.
Funds by type
- Hedge funds: 1
- Private equity funds: 16
- Venture capital funds: 7
- Other pooled vehicles: 26
Service providers named by funds in Plano, TX
Named in filings, listed alphabetically, up to eight per category. No ranking or endorsement is implied.
Fund administrators
CO-SIGN, CORE FUND SOLUTIONS, FLEMING FUND SERVICES, NAV Consulting, Northern Trust Company, Vector AIS
Auditors
Baker Tilly US, LLP, CBIZ CPAs P.C., Cherry Bekaert LLP, Deloitte & Touche LLP, Ernst & Young LLP, Spicer Jeffries LLP, Weaver and Tidwell LLP
Broker-dealers
Marex
Custodians
B1 BANK, BANC FIRST CORP., CAPITAL ONE BANK, NA, Charles Schwab, FROST BANK, Northern Trust Company, TEXAS SECURITY BANK, ZIONS BANCORPORATION
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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