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Investment managers and funds in Atlanta, GA

98 SEC-registered investment managers and 982 SEC-reporting funds give Atlanta, GA as their filing address in public Form ADV and Form D filings.

Funds by type

Service providers named by funds in Atlanta, GA

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

Auditors

AGL CPA GROUP LLC, Bennett Thrasher LLP, Deloitte & Touche LLP, Ernst & Young LLP, Forvis Mazars LLP, KPMG LLP, PricewaterhouseCoopers LLP, RSM US LLP

Custodians

AMERIS BANK, BANC OF CALIFORNIA, Bank of America, INSPIRA FINANCIAL, J.P. Morgan, Silicon Valley Bank, SOUTHSTATE BANK, TRUIST BANK

Fund administrators

Alter Domus, Apex Group, Carta, Maples Group, MICHAEL J. LICCAR & CO D/B/A LICCAR FUND SERVICES, NAV Consulting, SS&C, Trident Fund Services

Broker-dealers

Bank of America, Citi, Goldman Sachs, Interactive Brokers, Jefferies, Marex, Morgan Stanley, 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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