Investment managers and funds in San Rafael, CA
5 SEC-registered investment managers and 29 SEC-reporting funds give San Rafael, CA as their filing address in public Form ADV and Form D filings.
Funds by type
- Hedge funds: 1
- Private equity funds: 1
- Venture capital funds: 27
- Other pooled vehicles: 0
Service providers named by funds in San Rafael, CA
Named in filings, listed alphabetically, up to eight per category. No ranking or endorsement is implied.
Custodians
Bank of America, Carta, CIBC BANK USA, Morgan Stanley, STIFEL BANK, UBS
Fund administrators
Aduro Advisors, LLC, Standish Management, LLC, Stone Coast Fund Services
Broker-dealers
Morgan Stanley, UBS
Auditors
Frank, Rimerman + Co. LLP, KPMG LLP, REALIZE CPA
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.