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Investment managers and funds in Aventura, FL

10 SEC-registered investment managers and 50 SEC-reporting funds give Aventura, FL as their filing address in public Form ADV and Form D filings.

Funds by type

Service providers named by funds in Aventura, FL

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

Auditors

BERKOWER LLC, DELOITTE & TOUCHE (CAYMAN), Deloitte & Touche LLP, Grant Thornton LLP, KAUFMAN ROSSIN, P.A., Richey May & Co. LLP, Spicer Jeffries LLP

Custodians

BANCO BTG PACTUAL S.A., BANK OZK, CIBC BANK USA, CIBC MELLON, FLAGSTAR BANK, Goldman Sachs, J.P. Morgan, Pershing

Broker-dealers

J.P. Morgan

Fund administrators

Apex Group, Brain Capital, Gen II Fund Services, LLC, Krypton Fund Services, NAV Consulting, Opus Fund Services, SS&C

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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