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Investment managers and funds in Fort Worth, TX

30 SEC-registered investment managers and 598 SEC-reporting funds give Fort Worth, TX as their filing address in public Form ADV and Form D filings.

Funds by type

Service providers named by funds in Fort Worth, TX

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

Fund administrators

Alter Domus, BIOS TALENT MANAGEMENT COMPANY, LLC, Citco Fund Services, Langham Hall, SEI Global Services, Inc., SEI Investments Global Funds Services, SS&C, Standish Management, LLC

Custodians

Bank of America, Citi, FROST BANK, J.P. Morgan, Northern Trust Company, SANDERS MORRIS LLC, SIMMONS BANK, Wilmington Trust

Auditors

BVWD, Deloitte & Touche LLP, Ernst & Young LLP, KPMG LLP, PricewaterhouseCoopers LLP, Richey May & Co. LLP, Weaver and Tidwell LLP, WHITLEY PENN LLP

Broker-dealers

Bank of America, Charles Schwab, Goldman Sachs, J.P. Morgan, Morgan Stanley, Wells Fargo

Placement agents and marketers

ARBOUR PARTNERS LLP, BTIG, CITI PRIVATE ADVISORY, LLC, FINEX HONG KONG LIMITED, GENCAP GLOBAL ADVISORS DMCC, PROSPERITAS CAPITAL, LTD., SEIRYU ASSET MANAGEMENT LTD, UBS

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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