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Investment managers and funds in Chevy Chase, MD

12 SEC-registered investment managers and 89 SEC-reporting funds give Chevy Chase, MD as their filing address in public Form ADV and Form D filings.

Funds by type

Service providers named by funds in Chevy Chase, MD

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

Fund administrators

Aduro Advisors, LLC, Carta, CSC, EA RESIG, EisnerAmper LLP, Gen II Fund Services, LLC, IQ-EQ, Juniper Square

Auditors

BDO USA, CITRIN COOPERMAN, Cohen & Company Ltd., Deloitte & Touche LLP, Ernst & Young LLP, Frank, Rimerman + Co. LLP, PricewaterhouseCoopers LLP, RSM US LLP

Broker-dealers

Jefferies

Custodians

Bank of America, CITIZENS PRIVATE BANK, First Citizens Bank & Trust Company, J.P. Morgan, Raymond James, Royal Bank of Canada, Silicon Valley Bank, 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.

ALTALLO is a discovery platform where technology and service providers and investment managers find each other and connect.

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