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Investment managers and funds in Darien, CT

20 SEC-registered investment managers and 260 SEC-reporting funds give Darien, CT as their filing address in public Form ADV and Form D filings.

Funds by type

Service providers named by funds in Darien, CT

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

Auditors

ANCHIN, BLOCK & ANCHIN LLP, CohnReznick LLP, CROWE LLP, Deloitte & Touche LLP, Ernst & Young LLP, Grant Thornton LLP, KPMG LLP, PricewaterhouseCoopers LLP

Broker-dealers

Barclays, Charles Schwab, Goldman Sachs, Interactive Brokers, J.P. Morgan, Morgan Stanley, Pershing, Wells Fargo

Fund administrators

Apex Group, Carta, Citco Fund Services, Gen II Fund Services, LLC, NAV Consulting, SS&C, U.S. Bank Global Fund Services, VENTURA FUND SERVICES

Placement agents and marketers

COMPASS INTERNATIONAL ADVISORS LLC, LAZARD FRERES & CO. LLC, PARK HILL GROUP LLC, PJT PARTNERS LP, UMERGENCE LLC

Custodians

ALEX BROWN A DIVISION OF RAYMOND JAMES, Bank of America, BMO HARRIS BANK N.A., BNY Mellon, First Citizens Bank & Trust Company, J.P. Morgan, Morgan Stanley, Northern Trust Company

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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