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Investment managers and funds in Colorado Springs, CO

13 SEC-registered investment managers and 58 SEC-reporting funds give Colorado Springs, CO as their filing address in public Form ADV and Form D filings.

Funds by type

Service providers named by funds in Colorado Springs, CO

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

Custodians

BANK OF COLORADO, BUSEY BANK, COMMUNITY BANKS OF COLORADO, FIRST WESTERN TRUST, INSPIRA FINANCIAL TRUST, LLC, Pershing, RBC Capital Markets, UMB Bank, N.A.

Fund administrators

Carta, CliftonLarsonAllen LLP, The Ascent Group

Auditors

ARANINO, Armanino LLP, BDO USA, Cherry Bekaert LLP, INDICATOR GLOBAL, Plante Moran, Richey May & Co. LLP, Spicer Jeffries 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.

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

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