Investment managers and funds in Scottsdale, AZ
23 SEC-registered investment managers and 148 SEC-reporting funds give Scottsdale, AZ as their filing address in public Form ADV and Form D filings.
Funds by type
- Hedge funds: 3
- Private equity funds: 47
- Venture capital funds: 50
- Other pooled vehicles: 48
Service providers named by funds in Scottsdale, AZ
Named in filings, listed alphabetically, up to eight per category. No ranking or endorsement is implied.
Custodians
Bank of America, BANKERS TRUST COMPANY, Charles Schwab, EQUITY TRUST COMPANY, J.P. Morgan, NATIONAL ADVISORS TRUST COMPANY, Silicon Valley Bank, U.S. Bank National Association
Broker-dealers
B. RILEY SECURITIES, INC., CRAIG-HALLUM CAPITAL GROUP LLC, Interactive Brokers, J.P. Morgan, LAKE STREET CAPITAL MARKETS, LLC, WILLIAM BLAIR
Auditors
Baker Tilly US, LLP, Cohen & Company Ltd., Deloitte & Touche LLP, KPMG LLP, MNP LLP, PKF O'CONNOR DAVIES, LLP, RSM US LLP, WIPFLI LLP
Fund administrators
Apex Group, BTC TRUST COMPANY OF SOUTH DAKOTA, Carta, NAV Consulting, RED CEDAR ADVISORY SERVICES, SEI Global Services, Inc., 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.
ALTALLO is a discovery platform where technology and service providers and investment managers find each other and connect.