Investment managers and funds in Portola Valley, CA
11 SEC-registered investment managers and 92 SEC-reporting funds give Portola Valley, CA as their filing address in public Form ADV and Form D filings.
Funds by type
- Hedge funds: 0
- Private equity funds: 12
- Venture capital funds: 78
- Other pooled vehicles: 2
Service providers named by funds in Portola Valley, CA
Named in filings, listed alphabetically, up to eight per category. No ranking or endorsement is implied.
Auditors
BDO USA, Deloitte & Touche LLP, Ernst & Young LLP, Frank, Rimerman + Co. LLP, PricewaterhouseCoopers LLP
Custodians
Bank of America, Citizens Bank, N.A., COMPUTERSHARE SECURITIES CORPORATION, First Republic Bank, Morgan Stanley, SAFRA NATIONAL BANK OF NEW YORK, Silicon Valley Bank, STIFEL BANK
Fund administrators
Aduro Advisors, LLC, Carta, IQ-EQ, Standish Management, LLC
Broker-dealers
Bank of America, BTIG, CANACCORD GENUITY LLC, Deutsche Bank, Morgan Stanley, ORD MINNETT INC.
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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