Investment managers and funds in Southlake, TX
17 SEC-registered investment managers and 263 SEC-reporting funds give Southlake, TX as their filing address in public Form ADV and Form D filings.
Funds by type
- Hedge funds: 4
- Private equity funds: 241
- Venture capital funds: 11
- Other pooled vehicles: 7
Service providers named by funds in Southlake, TX
Named in filings, listed alphabetically, up to eight per category. No ranking or endorsement is implied.
Broker-dealers
Interactive Brokers
Custodians
AMARILLO NATIONAL BANK, Citizens Bank, N.A., EQUITY TRUST COMPANY, First Citizens Bank & Trust Company, SOUTHSTATE BANK, TEXAS CAPITAL BANK, TEXAS CAPITAL BANK, N.A., VISTA BANK
Fund administrators
Alter Domus, BURGHER HAGGARD, Carta, HARMONIOUS CAPITAL ADMINISTRATION, Krypton Fund Services, Opus Fund Services, SS&C, Sydecar, LLC
Auditors
BDO USA, BERKOWER LLC, BPM, LLP, CALVETTI FERGUSON, P.C. DBA CALVETTI FERGUSON, CohnReznick LLP, KPMG LLP, Weaver and Tidwell LLP, WIPFLI LLP
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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