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Investment managers and funds in Alpharetta, GA

4 SEC-registered investment managers and 50 SEC-reporting funds give Alpharetta, GA as their filing address in public Form ADV and Form D filings.

Funds by type

Service providers named by funds in Alpharetta, GA

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

Fund administrators

Carta, NAV Consulting, Trident Fund Services

Auditors

Baker Tilly US, LLP, Bennett Thrasher LLP, CBIZ CPAs P.C., CohnReznick LLP, FGMK, LLC

Broker-dealers

BTIG, UBS

Custodians

BTIG, COLUMBIA PRIVATE TRUST, Goldman Sachs, J.P. Morgan, Pershing, UBS

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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