Investment managers and funds in Birmingham, AL
24 SEC-registered investment managers and 262 SEC-reporting funds give Birmingham, AL as their filing address in public Form ADV and Form D filings.
Funds by type
- Hedge funds: 29
- Private equity funds: 97
- Venture capital funds: 16
- Other pooled vehicles: 120
Service providers named by funds in Birmingham, AL
Named in filings, listed alphabetically, up to eight per category. No ranking or endorsement is implied.
Broker-dealers
BTIG, Charles Schwab, Interactive Brokers, J.P. Morgan, Marex, Morgan Stanley, Northern Trust Company, StoneX
Fund administrators
4Pines Fund Services, LLC, Carta, FAIRVIEW INVESTMENT ADMINISTRATION, LLC, GLOBAL TRUST COMPANY, ML GRIFFITH CPA, LLC, NATIONAL ADVISORS TRUST COMPANY, FSB, SS&C, STRATEGIC FUND SERVICES
Custodians
ARLINGTON TRUST COMPANY, LLC, Bank of America, Charles Schwab, COMMERCEONE, HINSDALE BANK & TRUST COMPANY, N.A., OAKWORTH CAPITAL BANK, Pershing, SERVISFIRST BANK
Auditors
Cohen & Company Ltd., DIPIAZZA LAROCCA HEETER & CO., LLC, KPMG LLP, Plante Moran, PricewaterhouseCoopers LLP, Richey May & Co. LLP, RSM US LLP, 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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