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Investment managers and funds in Carmel, IN

8 SEC-registered investment managers and 160 SEC-reporting funds give Carmel, IN as their filing address in public Form ADV and Form D filings.

Funds by type

Service providers named by funds in Carmel, IN

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

Auditors

CBIZ CPAs P.C., CROWE LLP, Grant Thornton LLP, Grassi & Co., KPMG LLP, PricewaterhouseCoopers LLP, RSM US LLP, SMITH & HOWARD, P.C.

Custodians

BMO HARRIS BANK N.A., Charles Schwab, CHOICE FINANCIAL GROUP, CIBC BANK USA, Computershare Trust Company, N.A., Fidelity, J.P. Morgan, State Street Bank and Trust Company

Fund administrators

4Pines Fund Services, LLC, A5 SECURITIES LLC, Computershare Trust Company, N.A., HARMONIOUS CAPITAL ADMINISTRATION, Maples Group, NAV Consulting, Ocorian, SS&C

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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