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Investment managers and funds in Burlington, VT

6 SEC-registered investment managers and 957 SEC-reporting funds give Burlington, VT as their filing address in public Form ADV and Form D filings.

Funds by type

Service providers named by funds in Burlington, VT

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

Fund administrators

Carta, SEI Global Services, Inc., Stone Coast Fund Services

Auditors

Grant Thornton LLP, MCSOLEY MCCOY AND COMPANY, WithumSmith+Brown, PC

Broker-dealers

BTIG, Morgan Stanley

Custodians

CIBC, CIBC BANK USA, COMMUNITY BANK NA, EASTRISE CREDIT UNION, Goldman Sachs, J.P. Morgan, Silicon Valley Bank, U.S. BANK, NATIONAL TRUST

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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