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Investment managers and funds in Redwood City, CA

13 SEC-registered investment managers and 69 SEC-reporting funds give Redwood City, CA as their filing address in public Form ADV and Form D filings.

Funds by type

Service providers named by funds in Redwood City, CA

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

Fund administrators

Aduro Advisors, LLC, Carta, CliftonLarsonAllen LLP, Dynamo Software, Morgan Stanley, SS&C, Standish Management, LLC, STRATA FUND SOLUTIONS, LLC

Auditors

BAKER TILLY (CAYMAN) LTD, BDO USA, Deloitte & Touche LLP, EisnerAmper LLP, Frank, Rimerman + Co. LLP, KPMG LLP, PricewaterhouseCoopers LLP, Sensiba LLP

Broker-dealers

Bank of America, Citi, FIDELITY PRIME SERVICES, A PART OF FIDELITY CAPITAL MARKETS, A DIVISION OF NATIONAL FINANCIAL SERVICES LLC, Morgan Stanley

Custodians

Bank of America, CITY NATIONAL BANK, First Citizens Bank & Trust Company, J.P. Morgan, LEERINK PARTNERS LLC, Morgan Stanley, Northern Trust Company, 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.

ALTALLO is a discovery platform where technology and service providers and investment managers find each other and connect.

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