Investment managers and funds in Bethesda, MD
28 SEC-registered investment managers and 253 SEC-reporting funds give Bethesda, MD as their filing address in public Form ADV and Form D filings.
Funds by type
- Hedge funds: 15
- Private equity funds: 73
- Venture capital funds: 121
- Other pooled vehicles: 44
Service providers named by funds in Bethesda, MD
Named in filings, listed alphabetically, up to eight per category. No ranking or endorsement is implied.
Broker-dealers
BNY Mellon, Charles Schwab, Goldman Sachs, Interactive Brokers, J.P. Morgan, Marex, Morgan Stanley, Northern Trust Company
Fund administrators
Aduro Advisors, LLC, BNY Mellon, Carta, Computershare Trust Company, N.A., FLEMING FINANCIAL SERVICES, Gen II Fund Services, LLC, SS&C, Ultimus Fund Solutions, LLC
Custodians
Bank of America, BNY Mellon, CAPITAL ONE BANK, NA, Charles Schwab, EAST WEST BANK, First Citizens Bank & Trust Company, J.P. Morgan, Wells Fargo
Auditors
BDO USA, CohnReznick LLP, Ernst & Young LLP, KEITER, PricewaterhouseCoopers LLP, RSM US LLP, SUMMIT LLC, WARREN AVERETT, LLC
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.
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