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Investment managers and funds in Durham, NC

13 SEC-registered investment managers and 44 SEC-reporting funds give Durham, NC as their filing address in public Form ADV and Form D filings.

Funds by type

Service providers named by funds in Durham, NC

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

Fund administrators

Aduro Advisors, LLC, Citco Fund Services, Dynamo Software, Sydecar, LLC, TMF Group

Auditors

BDO USA, CohnReznick LLP, Deloitte & Touche LLP, Ernst & Young LLP, LBMC, PC, PIPARA & CO., LLP, PricewaterhouseCoopers LLP, STEWARD INGRAM & COOPER PLLC

Broker-dealers

J.P. Morgan, Morgan Stanley, Wells Fargo

Custodians

BANC OF CALIFORNIA, Bank of America, BROADRIDGE CORPORATE ISSUER SOLUTIONS, J.P. Morgan, Jefferies, Morgan Stanley, Raymond James, 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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