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Investment managers and funds in San Antonio, TX

21 SEC-registered investment managers and 370 SEC-reporting funds give San Antonio, TX as their filing address in public Form ADV and Form D filings.

Funds by type

Service providers named by funds in San Antonio, TX

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

Broker-dealers

Interactive Brokers, J.P. Morgan, Jefferies, JonesTrading, Pershing

Placement agents and marketers

DAN TAHORI/TAHORI MANAGEMENT, H & L EQUITIES, LLC, KTB INVESTMENT & SECURITIES CO., LTD., LAGRANGE FINANCIAL ADVISORY GMBH

Auditors

ABIP CPA, ASEL & ASSOCIATES, Deloitte & Touche LLP, Ernst & Young LLP, PKF, PricewaterhouseCoopers LLP, TANNER LLC, Weaver and Tidwell LLP

Custodians

AMARILLO NATIONAL BANK, Citi, FLAGSTAR BANK, N.A., IBC, JEFFERSON BANK, Silicon Valley Bank, SUSSER BANK, Wells Fargo

Fund administrators

Aduro Advisors, LLC, CliftonLarsonAllen LLP, EA RESIG, GREAT GRAY TRUST COMPANY, Securitize Fund Services, SS&C, Standish Management, LLC, Ultimus Fund Solutions, 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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