Investment managers and funds in San Mateo, CA
45 SEC-registered investment managers and 574 SEC-reporting funds give San Mateo, CA as their filing address in public Form ADV and Form D filings.
Funds by type
- Hedge funds: 31
- Private equity funds: 196
- Venture capital funds: 314
- Other pooled vehicles: 33
Service providers named by funds in San Mateo, CA
Named in filings, listed alphabetically, up to eight per category. No ranking or endorsement is implied.
Custodians
Anchorage Digital, Bank of America, BNY Mellon, Carta, J.P. Morgan, Morgan Stanley, Silicon Valley Bank, STIFEL BANK
Auditors
BDO USA, Deloitte & Touche LLP, Frank, Rimerman + Co. LLP, KPMG LLP, MOSS ADAMS LLP, PricewaterhouseCoopers LLP, RSM US LLP, Sensiba LLP
Broker-dealers
Coinbase Prime, J.P. Morgan, Morgan Stanley
Placement agents and marketers
DENNING & COMPANY LLC, NPM SECURITIES, LLC, PEAK CAPITAL LIMITED, R. F. LAFFERTY & CO., INC., VANTAGE CAPITAL MARKETS HK LIMITED
Fund administrators
Alter Domus, Apex Group, BNY Mellon, Carta, REDBRICK ASSOCIATES, LLC, Securitize Fund Services, SS&C, Standish Management, LLC
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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