Investment managers and funds in Wellesley, MA
14 SEC-registered investment managers and 83 SEC-reporting funds give Wellesley, MA as their filing address in public Form ADV and Form D filings.
Funds by type
- Hedge funds: 7
- Private equity funds: 20
- Venture capital funds: 38
- Other pooled vehicles: 18
Service providers named by funds in Wellesley, MA
Named in filings, listed alphabetically, up to eight per category. No ranking or endorsement is implied.
Fund administrators
BNP Paribas, Carta, EISNER ADVISORY GROUP LLC, JTC Group, PROVANZANO & MARCHESIANI P.C., SOUTH WATCH LLC, Standish Management, LLC, Waystone
Broker-dealers
Bank of America, Goldman Sachs, Interactive Brokers, J.P. Morgan, Morgan Stanley
Auditors
BDO USA, CBIZ CPAs P.C., CITRIN COOPERMAN, CohnReznick LLP, Elliott Davis LLC, PricewaterhouseCoopers LLP, RSM US LLP, WS CPAS P.C.
Custodians
BANC OF CALIFORNIA, Bank of America, BANK UNITED INC., Citizens Bank, N.A., First Citizens Bank & Trust Company, Goldman Sachs, J.P. Morgan, PNC BANK, N.A.
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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