ALTALLO

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Investment managers and funds in San Francisco, CA

433 SEC-registered investment managers and 6,633 SEC-reporting funds give San Francisco, CA as their filing address in public Form ADV and Form D filings.

Funds by type

Service providers named by funds in San Francisco, CA

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

Placement agents and marketers

ALTAMAR GLOBAL INVESTMENTS SA AV, ARION (FINANCIAL) ADVISORY SERVICES LIMITED, ARNGRIMSSON ADVISORS LTD., BB ALTERNATIVES GMBH, CAIS CAPITAL LLC, CROWNROCK PARNTERS COMPANY, DB FINANCIAL INVESTMENT CO., LTD., LYNTONE CAPITAL ADVISORS LTD.

Auditors

BDO USA, Deloitte & Touche LLP, EisnerAmper LLP, Ernst & Young LLP, Frank, Rimerman + Co. LLP, KPMG LLP, PricewaterhouseCoopers LLP, Sensiba LLP

Broker-dealers

Bank of America, BTIG, Coinbase Prime, Goldman Sachs, J.P. Morgan, Morgan Stanley, UBS, Wells Fargo

Custodians

Bank of America, Citizens Bank, N.A., Fidelity, First Citizens Bank & Trust Company, First Republic Bank, J.P. Morgan, Morgan Stanley, Silicon Valley Bank

Fund administrators

Aduro Advisors, LLC, Alter Domus, Carta, Citco Fund Services, Gen II Fund Services, LLC, SEI Investments Global Funds Services, Standish Management, LLC, State Street Bank and Trust Company

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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