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Investment managers and funds in Hartford, CT

5 SEC-registered investment managers and 37 SEC-reporting funds give Hartford, CT as their filing address in public Form ADV and Form D filings.

Funds by type

Service providers named by funds in Hartford, CT

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

Fund administrators

Apex Group, BNY Mellon, CBRE, FIS GLOBAL, Maples Group, State Street Bank and Trust Company, Virtus Fund Services, LLC

Auditors

Deloitte & Touche LLP, Ernst & Young LLP, GRAY, GRAY AND GRAY LLP, PricewaterhouseCoopers LLP

Broker-dealers

EVERCORE GROUP L.L.C., J.P. Morgan, KEEFE, BRUYETTE & WOODS, INC., Morgan Stanley, WILLIAM BLAIR

Custodians

Bank of America, BNY Mellon, Citi, DEUTSCHE BANK TRUST COMPANY AMERICAS, Fidelity, State Street Bank and Trust Company, U.S. Bank National Association

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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