Investment managers and funds in Waltham, MA
15 SEC-registered investment managers and 169 SEC-reporting funds give Waltham, MA as their filing address in public Form ADV and Form D filings.
Funds by type
- Hedge funds: 3
- Private equity funds: 99
- Venture capital funds: 18
- Other pooled vehicles: 49
Service providers named by funds in Waltham, MA
Named in filings, listed alphabetically, up to eight per category. No ranking or endorsement is implied.
Custodians
Bank of America, BNY Mellon, BNY MELLON NA, DEUTSCHE BANK TRUST COMPANY AMERICAS, Fidelity, First Citizens Bank & Trust Company, Morgan Stanley, Silicon Valley Bank
Fund administrators
Alter Domus, BNY Mellon, Gryphon Fund Group, NAV Consulting, Opus Fund Services, SS&C, Standish Management, LLC, Ultimus Fund Solutions, LLC
Auditors
CBIZ CPAs P.C., Deloitte & Touche LLP, EisnerAmper LLP, Grant Thornton LLP, GRAY, GRAY AND GRAY LLP, KPMG LLP, PricewaterhouseCoopers LLP, RSM US 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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