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Investment managers and funds in Grand Rapids, MI

12 SEC-registered investment managers and 114 SEC-reporting funds give Grand Rapids, MI as their filing address in public Form ADV and Form D filings.

Funds by type

Service providers named by funds in Grand Rapids, MI

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

Custodians

BANKING: BMO, CENTRAL FEDERAL CORPORATION, Charles Schwab, COMERICA BANK, HUIZENGA CAPITAL MANAGEMENT, MERCANTILE BANK OF MICHIGAN, Northern Trust Company, Silicon Valley Bank

Auditors

ANDREWS HOOPER PAVLIK PLC, ASHLAND PARTNERS, BDO USA, Deloitte & Touche LLP, Grant Thornton LLP, Plante Moran, PricewaterhouseCoopers LLP, REHMANN

Broker-dealers

StoneX

Fund administrators

Carta, Gen II Fund Services, LLC, Juniper Square, Maples Group, NAV Consulting, OAK POINT FINANCIAL SERVICES LLC, OAKPOINT FUND SERVICES LLC, PAGET-BROWN TRUST COMPANY LTD.

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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