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Investment managers and funds in Ann Arbor, MI

7 SEC-registered investment managers and 33 SEC-reporting funds give Ann Arbor, MI as their filing address in public Form ADV and Form D filings.

Funds by type

Service providers named by funds in Ann Arbor, MI

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

Auditors

Frank, Rimerman + Co. LLP, Plante Moran, Richey May & Co. LLP, RSM US LLP

Broker-dealers

Bank of America, Interactive Brokers, J.P. Morgan, Morgan Stanley

Custodians

Bank of America, BANK OF ANN ARBOR, COMERICA BANK, HUNTINGTON BANCSHARES INCORPORATED, J.P. Morgan, Morgan Stanley, Silicon Valley Bank, WATERFORD BANK, NA

Fund administrators

Carta, E78 PARTNERS, IQ-EQ, NAV Consulting, PUNCH FINANCIAL, LLC, Standish Management, LLC, UHY ADVISORS, INC

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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