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Investment managers and funds in Bala Cynwyd, PA

5 SEC-registered investment managers and 67 SEC-reporting funds give Bala Cynwyd, PA as their filing address in public Form ADV and Form D filings.

Funds by type

Service providers named by funds in Bala Cynwyd, PA

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

Broker-dealers

Barclays, CIBC, Jefferies, Pershing, TD Securities, Wells Fargo

Fund administrators

Gen II Fund Services, LLC, SEI Global Services, Inc., STP INVESTMENT SERVICES, STRATEGIC FUND SERVICES

Custodians

BANC OF CALIFORNIA, Bank of America, CIBC BANK USA, J.P. Morgan, Morgan Stanley, Northern Trust Company, Silicon Valley Bank, TD Securities

Auditors

EisnerAmper LLP, KPMG LLP, RSM US LLP

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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