Investment managers and funds in Santa Monica, CA
46 SEC-registered investment managers and 787 SEC-reporting funds give Santa Monica, CA as their filing address in public Form ADV and Form D filings.
Funds by type
- Hedge funds: 193
- Private equity funds: 320
- Venture capital funds: 208
- Other pooled vehicles: 66
Service providers named by funds in Santa Monica, CA
Named in filings, listed alphabetically, up to eight per category. No ranking or endorsement is implied.
Auditors
CBIZ CPAs P.C., CohnReznick LLP, Deloitte & Touche LLP, Ernst & Young LLP, Grant Thornton LLP, KPMG LLP, PricewaterhouseCoopers LLP, RSM US LLP
Broker-dealers
Bank of America, Barclays, BNP Paribas, Citi, Goldman Sachs, J.P. Morgan, Morgan Stanley, UBS
Fund administrators
BNY Mellon, Citco Fund Services, SEI Global Services, Inc., SS&C, Standish Management, LLC, State Street Bank and Trust Company, Suntera Fund Services, U.S. Bank Global Fund Services
Custodians
Bank of America, BNY Mellon, Citi, First Citizens Bank & Trust Company, J.P. Morgan, Morgan Stanley, State Street Bank and Trust Company, U.S. Bank National Association
Placement agents and marketers
Bank of America, CASTLE HILL CAPITAL PARTNERS, INC., Goldman Sachs, J.P. Morgan, OLD CITY SECURITIES LLC, PJT PARTNERS LP
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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