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Investment managers and funds in Greenville, DE

1 SEC-registered investment managers and 71 SEC-reporting funds give Greenville, DE as their filing address in public Form ADV and Form D filings.

Funds by type

Service providers named by funds in Greenville, DE

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

Custodians

BMO BANK N.A., BNY MELLON TREASURY SERVICES, Charles Schwab, CIBC BANK USA, Fidelity, Interactive Brokers, J.P. Morgan, U.S. Bank National Association

Fund administrators

Apex Group, Essential Fund Services, MUFG Fund Services, Northern Trust Company, SS&C, U.S. Bank Global Fund Services

Auditors

ANDERS MINKLER HUBER & HELM LLP, ASHLAND PARTNERS & COMPANY LLP, CHERRY BAKAERT, Cherry Bekaert LLP, CohnReznick LLP, EisnerAmper LLP, KPMG LLP

Broker-dealers

Bank of America, Goldman Sachs, J.P. Morgan, M.S. Howells

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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