Investment managers and funds in Cleveland, OH
21 SEC-registered investment managers and 300 SEC-reporting funds give Cleveland, OH as their filing address in public Form ADV and Form D filings.
Funds by type
- Hedge funds: 21
- Private equity funds: 165
- Venture capital funds: 0
- Other pooled vehicles: 114
Service providers named by funds in Cleveland, OH
Named in filings, listed alphabetically, up to eight per category. No ranking or endorsement is implied.
Fund administrators
ALPS Fund Services, Inc., Alter Domus, Apex Group, Carta, NAV Consulting, OAKPOINT FUND SERVICES LLC, Petra Funds Group, LLC, Ultimus Fund Solutions, LLC
Broker-dealers
BTIG, Clear Street, Jefferies, Marex, Pershing, THALES CAPITAL PARTNERS LLC, Wells Fargo
Auditors
BDO USA, Cohen & Company Ltd., Deloitte & Touche LLP, Ernst & Young LLP, KPMG LLP, MEADEN & MOORE, PricewaterhouseCoopers LLP, RSM US LLP
Custodians
Bank of America, BMO BANK N.A., Fidelity, FIRST REPUBLIC, Goldman Sachs, KEYBANK NATIONAL ASSOCIATION, PNC BANK, U.S. BANCORP INVESTMENTS, INC.
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.