Investment managers and funds in Charlotte, NC
39 SEC-registered investment managers and 1,053 SEC-reporting funds give Charlotte, NC as their filing address in public Form ADV and Form D filings.
Funds by type
- Hedge funds: 451
- Private equity funds: 224
- Venture capital funds: 1
- Other pooled vehicles: 377
Service providers named by funds in Charlotte, NC
Named in filings, listed alphabetically, up to eight per category. No ranking or endorsement is implied.
Custodians
BNY Mellon, Brown Brothers Harriman & Co., Citizens Bank, N.A., J.P. Morgan, State Street Bank and Trust Company, TRUIST BANK, U.S. Bank National Association, Wilmington Trust
Auditors
Cherry Bekaert LLP, Deloitte & Touche LLP, EIDE BAILLY LLP, Ernst & Young LLP, Forvis Mazars LLP, Grant Thornton LLP, KPMG LLP, PricewaterhouseCoopers LLP
Fund administrators
BNY Mellon, Brown Brothers Harriman & Co., CSC Global Financial Markets, Maples Group, SEI Investments Global Funds Services, SS&C, State Street Bank and Trust Company, Walkers
Placement agents and marketers
HARRIS WILLIAMS PRIMARY FUND PLACEMENT LLC
Broker-dealers
Goldman Sachs, Interactive Brokers, Wells Fargo
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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