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Investment managers and funds in Honolulu, HI

7 SEC-registered investment managers and 25 SEC-reporting funds give Honolulu, HI as their filing address in public Form ADV and Form D filings.

Funds by type

Service providers named by funds in Honolulu, HI

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

Auditors

Deloitte & Touche LLP, Richey May & Co. LLP, Spicer Jeffries LLP

Broker-dealers

Charles Schwab, Goldman Sachs, Interactive Brokers, Wells Fargo

Custodians

BANK OF HAWAII, Charles Schwab, Goldman Sachs, Interactive Brokers, Morgan Stanley, Wells Fargo

Fund administrators

HC Global Fund Services, LLC, NAV Consulting

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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