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Investment managers and funds in Walnut Creek, CA

6 SEC-registered investment managers and 28 SEC-reporting funds give Walnut Creek, CA as their filing address in public Form ADV and Form D filings.

Funds by type

Service providers named by funds in Walnut Creek, CA

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

Custodians

AMERICAN SAVINGS BANK, Computershare Trust Company, N.A., EAST WEST BANCORP, INC., EAST WEST BANK, FREMONT BANK, Goldman Sachs, INSPIRA FINANCIAL, J.P. Morgan

Fund administrators

ALPINE FUND SERVICES, LLC, HC Global Fund Services, LLC, Maples Group, NAV Consulting, Standish Management, LLC, YULISH & ASSOCIATES

Broker-dealers

BTIG

Auditors

CohnReznick LLP, Frank, Rimerman + Co. LLP, KPMG LLP, Plante Moran, Richey May & Co. LLP, Spicer Jeffries LLP, SUMMIT 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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