Investment managers and funds in San Jose, CA
8 SEC-registered investment managers and 69 SEC-reporting funds give San Jose, CA as their filing address in public Form ADV and Form D filings.
Funds by type
- Hedge funds: 1
- Private equity funds: 2
- Venture capital funds: 52
- Other pooled vehicles: 14
Service providers named by funds in San Jose, CA
Named in filings, listed alphabetically, up to eight per category. No ranking or endorsement is implied.
Fund administrators
Aduro Advisors, LLC, Carta, ROSERYAN, INC
Auditors
BDO USA, Cherry Bekaert LLP, Frank, Rimerman + Co. LLP, INDICATOR GLOBAL, Sanville & Company LLC, Sensiba LLP, SPICER JEFFERIES LLP
Broker-dealers
Morgan Stanley, SBI SECURITIES CO., LTD., TRIMEGAH SEKURITAS
Custodians
Interactive Brokers, J.P. Morgan, MILLENIUM TRUST COMPANY, LLC, Morgan Stanley, SBI SECURITIES CO., LTD., Silicon Valley Bank, TRIMEGAH SEKURITAS, Wells Fargo
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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