Investment managers and funds in San Juan, PR
40 SEC-registered investment managers and 248 SEC-reporting funds give San Juan, PR as their filing address in public Form ADV and Form D filings.
Funds by type
- Hedge funds: 9
- Private equity funds: 144
- Venture capital funds: 35
- Other pooled vehicles: 60
Service providers named by funds in San Juan, PR
Named in filings, listed alphabetically, up to eight per category. No ranking or endorsement is implied.
Custodians
BANCO POPULAR DE PUERTO RICO, Bank of America, CITIZENS PRIVATE BANK, First Citizens Bank & Trust Company, Morgan Stanley, NORTHWEST BANK, Oppenheimer, ORIENTAL BANK
Broker-dealers
A.G.P. / ALLIANCE GLOBAL PARTNERS, Bank of America, Coinbase Prime, FIRST SOUTHERN, LLC, Interactive Brokers, Maxim Group, Oppenheimer, POPULAR SECURITIES, LLC
Fund administrators
Carta, CSC Global Financial Markets, FINANCIAL SOLUTIONS ACCOUNTING & ADMINISTRATIVE SERVICES, INC., Formidium Corp., IQ-EQ, Juniper Square, KINGMA ACCOUNTING AND FUND SERVICES, NAV Consulting
Auditors
ANCHIN, BLOCK & ANCHIN LLP, Deloitte & Touche LLP, DRIVEN, P.S.C., Frank, Rimerman + Co. LLP, GEFFEN MESHER, Grant Thornton LLP, LOPEZ RECIO & ASSOCIATES LLC, NMA CERTIFIED PUBLIC ACCOUNTANTS, PSC
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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