Investment managers and funds in Charlottesville, VA
17 SEC-registered investment managers and 103 SEC-reporting funds give Charlottesville, VA as their filing address in public Form ADV and Form D filings.
Funds by type
- Hedge funds: 67
- Private equity funds: 25
- Venture capital funds: 2
- Other pooled vehicles: 9
Service providers named by funds in Charlottesville, VA
Named in filings, listed alphabetically, up to eight per category. No ranking or endorsement is implied.
Placement agents and marketers
FRONTIER SECURITIES
Custodians
Bank of America, Fidelity, Interactive Brokers, J.P. Morgan, MANUFACTURERS AND TRADERS TRUST COMPANY, Morgan Stanley, Northern Trust Company, STIFEL BANK
Fund administrators
Alter Domus, HedgeServ (Cayman) Ltd., Krypton Fund Services, NAV Consulting, Opus Fund Services, PIEDMONT FUND SERVICES, INC., SS&C, Stone Coast Fund Services
Auditors
BDO USA, CBIZ CPAs P.C., CohnReznick LLP, Ernst & Young LLP, KEITER, KPMG LLP, PricewaterhouseCoopers LLP, RSM US LLP
Broker-dealers
Bank of America, Barclays, Goldman Sachs, Interactive Brokers, J.P. Morgan, Morgan Stanley, Northern Trust Company, UBS
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.