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Investment managers and funds in Conshohocken, PA

7 SEC-registered investment managers and 618 SEC-reporting funds give Conshohocken, PA as their filing address in public Form ADV and Form D filings.

Funds by type

Service providers named by funds in Conshohocken, PA

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

Broker-dealers

Clear Street, Interactive Brokers

Fund administrators

Alter Domus, Apex Group, Brown Brothers Harriman & Co., EA RESIG, FD FUND ADMINISTRATION, Gen II Fund Services, LLC, MUFG Fund Services, SS&C

Placement agents and marketers

GALLATIN CAPITAL LLC

Auditors

APRIO, LLP, Cohen & Company Ltd., DELAP LLP, EISNER AMPER, L, EisnerAmper LLP, Ernst & Young LLP, KPMG LLP, PricewaterhouseCoopers LLP

Custodians

Bank of America, BNY Mellon, Citizens Bank, N.A., J.P. Morgan, M&T BANK, RBS INTERNATIONAL, TRISTATE CAPITAL 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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