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Investment managers and funds in Coral Gables, FL

24 SEC-registered investment managers and 250 SEC-reporting funds give Coral Gables, FL as their filing address in public Form ADV and Form D filings.

Funds by type

Service providers named by funds in Coral Gables, FL

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

Fund administrators

COGENCY GLOBAL INC., Formidium Corp., Gen II Fund Services, LLC, HedgeServ (Cayman) Ltd., JTC Group, KAUFMAN ROSSIN ALTERNATIVE INVESTMENT SERVICES, SS&C, Standish Management, LLC

Broker-dealers

Interactive Brokers, INVESTMENT PLACEMENT GROUP, Morgan Stanley, PICTET & CIE

Auditors

BDO USA, BERKOWER LLC, CohnReznick LLP, Deloitte & Touche LLP, Ernst & Young LLP, Grant Thornton LLP, KPMG LLP, NOVOGRADAC & COMPANY, LLP

Custodians

BANK UNITED INC., BNY Mellon, CHOICE FINANCIAL GROUP, J.P. Morgan, Morgan Stanley, Silicon Valley Bank, U.S. Bank National Association, 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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