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Investment managers and funds in Baltimore, MD

18 SEC-registered investment managers and 552 SEC-reporting funds give Baltimore, MD as their filing address in public Form ADV and Form D filings.

Funds by type

Service providers named by funds in Baltimore, MD

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

Fund administrators

Aduro Advisors, LLC, Alter Domus, Citco Fund Services, Gen II Fund Services, LLC, NAV Consulting, Petra Funds Group, LLC, Vistra, Waystone

Auditors

ASHLAND PARTNERS & COMPANY LLP, BDO USA, Cohen & Company Ltd., Ernst & Young LLP, Plante Moran, PricewaterhouseCoopers LLP, RSM US LLP, SC&H ATTEST SERVICES, P.C.

Broker-dealers

Bank of America, Citi, Goldman Sachs, J.P. Morgan, Jefferies, Morgan Stanley, UBS, Wells Fargo

Custodians

CITCO BANKING CORPORATION N.V., Citizens Bank, N.A., COMERICA BANK, J.P. Morgan, M&T BANK, Silicon Valley Bank, U.S. BANCORP, UMB Bank, N.A.

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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