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Investment managers and funds in Solana Beach, CA

5 SEC-registered investment managers and 28 SEC-reporting funds give Solana Beach, CA as their filing address in public Form ADV and Form D filings.

Funds by type

Service providers named by funds in Solana Beach, CA

Named in filings, listed alphabetically, up to eight per category. No ranking or endorsement is implied.

Custodians

Citizens Bank, N.A., CITIZENS PRIVATE BANK, J.P. Morgan, Northern Trust Company, ZIONS BANCORPORATION, N.A.

Broker-dealers

J.P. Morgan

Auditors

ASHLAND PARTNERS & COMPANY LLP, CITRIN COOPERMAN & COMPANY, LLP, KPMG LLP, Richey May & Co. LLP, Weaver and Tidwell LLP

Fund administrators

Alter Domus, Flow Inc., NAV Consulting, Northern Trust Company, 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.

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