Investment managers and funds in San Diego, CA
28 SEC-registered investment managers and 171 SEC-reporting funds give San Diego, CA as their filing address in public Form ADV and Form D filings.
Funds by type
- Hedge funds: 12
- Private equity funds: 43
- Venture capital funds: 34
- Other pooled vehicles: 82
Service providers named by funds in San Diego, CA
Named in filings, listed alphabetically, up to eight per category. No ranking or endorsement is implied.
Fund administrators
Aduro Advisors, LLC, Apex Group, Baker Tilly US, LLP, Hanover Park, IQ-EQ, Northern Trust Company, SS&C, Standish Management, LLC
Custodians
BMO Capital Markets, CAPITAL BANK, N.A., CITIZENS PRIVATE BANK, First Citizens Bank & Trust Company, J.P. Morgan, Northern Trust Company, Silicon Valley Bank, STONECASTLE CASH MANAGEMENT, LLC
Broker-dealers
ACP SECURITIES, LLC, Bank of America, Charles Schwab, Goldman Sachs, Interactive Brokers, J.P. Morgan, Jefferies, Morgan Stanley
Auditors
BDO USA, Deloitte & Touche LLP, Ernst & Young LLP, Forvis Mazars LLP, Frank, Rimerman + Co. LLP, PricewaterhouseCoopers LLP, Richey May & Co. LLP, Weaver and Tidwell LLP
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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