Investment managers and funds in San Carlos, CA
4 SEC-registered investment managers and 21 SEC-reporting funds give San Carlos, CA as their filing address in public Form ADV and Form D filings.
Funds by type
- Hedge funds: 0
- Private equity funds: 2
- Venture capital funds: 18
- Other pooled vehicles: 1
Service providers named by funds in San Carlos, CA
Named in filings, listed alphabetically, up to eight per category. No ranking or endorsement is implied.
Fund administrators
Carta, Standish Management, LLC, Vector AIS
Auditors
Baker Tilly US, LLP
Broker-dealers
Morgan Stanley
Custodians
Carta, Citizens Bank, N.A., STIFEL 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.
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