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Investment managers and funds in Hunt Valley, MD

7 SEC-registered investment managers and 81 SEC-reporting funds give Hunt Valley, MD as their filing address in public Form ADV and Form D filings.

Funds by type

Service providers named by funds in Hunt Valley, MD

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

Broker-dealers

Goldman Sachs, M.S. Howells

Auditors

Cohen & Company Ltd., Frank, Rimerman + Co. LLP, RSM US LLP, SC&H GROUP INC.

Fund administrators

Aduro Advisors, LLC, FLEMING FUND SERVICES, HIGH DIVIDE MANAGEMENT, LLC, SS&C, UMB Bank, N.A.

Custodians

Bank of America, CARTA CAPITAL MARKETS, LLC, CITIZEN FINANCIAL GROUP, INC., CONTINENTAL STOCK TRANSFER & TRUST COMPANY, Goldman Sachs, Northern Trust Company, STIFEL BANK, UMB Bank, N.A.

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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