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Investment managers and funds in Great Neck, NY

6 SEC-registered investment managers and 38 SEC-reporting funds give Great Neck, NY as their filing address in public Form ADV and Form D filings.

Funds by type

Service providers named by funds in Great Neck, NY

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

Custodians

Charles Schwab, Citco Bank, Citi, INSPIRA FINANCIAL TRUST, LLC, Interactive Brokers, M&T BANK, U.S. Bank National Association, VALLEY NATIONAL BANK

Fund administrators

ALLOCATIONS.COM, Carta, Citco Fund Services, NAV Consulting, Opus Fund Services, Sydecar, LLC, Ultimus Fund Solutions, LLC

Auditors

CBIZ CPAs P.C., Deloitte & Touche LLP, Ernst & Young LLP, PricewaterhouseCoopers LLP

Broker-dealers

BTIG

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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