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Investment managers and funds in Englewood, NJ

6 SEC-registered investment managers and 211 SEC-reporting funds give Englewood, NJ as their filing address in public Form ADV and Form D filings.

Funds by type

Service providers named by funds in Englewood, NJ

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

Auditors

CohnReznick LLP, Deloitte & Touche LLP, EisnerAmper LLP, Ernst & Young LLP, Frank, Rimerman + Co. LLP, KPMG LLP, Plante Moran, PricewaterhouseCoopers LLP

Custodians

Bank of America, Charles Schwab, CITY NATIONAL BANK, J.P. Morgan, Pershing, UBS, UMB Bank, N.A., Wells Fargo

Broker-dealers

Bank of America, BNY Mellon, Goldman Sachs, Interactive Brokers, J.P. Morgan, Morgan Stanley, UBS, Wells Fargo

Fund administrators

ALPS Fund Services, Inc., BNY Mellon, Dynamo Software, SEI Global Services, Inc., SS&C, UMB Bank, N.A.

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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