Carta
Private fund administrator · 3,255 private funds on SEC Form ADV
Advisers' Form ADV filings name Carta as administrator to 2,644 and custodian to 709 private funds, 3,255 funds in all. It ranks No. 6 of 588 administrators by number of private funds served.
Rankings
Funds served, by type
- Venture capital funds2,558
- Private equity funds526
- Other private funds101
- Hedge funds53
- Real estate funds17
Where its clients are
State of the funds' U.S. advisers.
- California1,066
- New York615
- Virginia162
- Texas149
- Florida102
- Colorado80
- Massachusetts73
- Illinois70
- Connecticut49
- Utah43
- District of Columbia35
- New Jersey28
Where the funds are organized
- United States3,050
- Cayman Islands143
- Luxembourg20
- Germany12
- Canada11
- Bermuda7
- Singapore5
- British Virgin Islands3
Private funds that name Carta (818 listed here)
Showing the 150 largest by gross assets.
2,437 more funds name Carta: feeder funds, single-deal vehicles and funds listed from Form D, shown on their own or their adviser's pages.
Names as filed
Carta Investor Services, Inc.; Carta; Carta Securities, LLC; Carta, Inc.; Carta US Syndicate Administrator LLC; Carta Investor Services; Carta Investors Services, Inc.; Carta Investor Services Inc.; Carta Inc.; Carta Investor Services, Inc; Carta, Inc; Carta Investor Services Inc
From SEC filings, not verified. Counts are the number of private funds whose adviser names the firm in that role on Form ADV (Schedule D, Section 7.B.(1)), in the SEC's public Form ADV data through filings made by Dec 26, 2024. A fund can name several firms in the same role. Names are grouped automatically (spelling variants and, for the largest firms, their affiliated entities), which can be incomplete. Rankings count funds only; they do not reflect quality, assets served or fees, and are not a recommendation. Corrections: hello@altmountain.com.