Investment managers and funds in Charleston, SC
11 SEC-registered investment managers and 102 SEC-reporting funds give Charleston, SC as their filing address in public Form ADV and Form D filings.
Funds by type
- Hedge funds: 10
- Private equity funds: 20
- Venture capital funds: 1
- Other pooled vehicles: 71
Service providers named by funds in Charleston, SC
Named in filings, listed alphabetically, up to eight per category. No ranking or endorsement is implied.
Broker-dealers
BNY Mellon, BTIG, Charles Schwab, Goldman Sachs, Jefferies, Pershing, State Street Bank and Trust Company
Fund administrators
CBRE Global, CSC, CSC Global Financial Markets, MUFG Fund Services, NAV Consulting, Petra Funds Group, LLC, SEI Global Services, Inc., STP INVESTMENT SERVICES
Custodians
BNY Mellon, CAPITAL ONE, NATIONAL ASSOCIATION, HSBC, J.P. Morgan, Jefferies, MUFG Fund Services, Pershing, SYNOVUS BANK
Auditors
BDO USA, Deloitte & Touche LLP, EisnerAmper LLP, Elliott Davis LLC, Ernst & Young LLP, KPMG LLP, RSM US LLP, Weaver and Tidwell LLP
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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