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Investment managers and funds in Bloomington, MN

3 SEC-registered investment managers and 48 SEC-reporting funds give Bloomington, MN as their filing address in public Form ADV and Form D filings.

Funds by type

Service providers named by funds in Bloomington, MN

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

Fund administrators

Alter Domus, Apex Group, INTERNATIONAL FUNDS MANAGEMENT CORP

Auditors

BDO USA, KPMG LLP, Sanville & Company LLC

Broker-dealers

Charles Schwab

Custodians

BMO HARRIS BANK, BNY Mellon, Carta, Charles Schwab, EQUITY TRUST COMPANY, FIRST CITIZENS BANCSHARES, INC., PIPER SANDLER & CO., TRADITION CAPITAL BANK

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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