ALTALLO

Discover service providers, without the noise.

Investment managers and funds in Akron, OH

1 SEC-registered investment managers and 34 SEC-reporting funds give Akron, OH as their filing address in public Form ADV and Form D filings.

Funds by type

Service providers named by funds in Akron, OH

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

Fund administrators

SEI Global Services, Inc., Ultimus Fund Solutions, LLC

Auditors

Deloitte & Touche LLP, Ernst & Young LLP

Broker-dealers

J.P. Morgan

Custodians

BRYN MAWR SECURITIES INC., BRYN MAWR TRUST, Charles Schwab, UBS, UMB 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.

ALTALLO is a discovery platform where technology and service providers and investment managers find each other and connect.

Related