ALTALLO

Discover service providers, without the noise.

Investment managers and funds in Jacksonville Beach, FL

3 SEC-registered investment managers and 46 SEC-reporting funds give Jacksonville Beach, FL as their filing address in public Form ADV and Form D filings.

Funds by type

Service providers named by funds in Jacksonville Beach, FL

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

Fund administrators

CSC Global Financial Markets, Opus Fund Services, SS&C, U.S. Bank Global Fund Services

Auditors

CohnReznick LLP, CROWE LLP, Deloitte & Touche LLP, PIVOT CPAS, PricewaterhouseCoopers LLP

Broker-dealers

COWEN, Interactive Brokers

Custodians

BANC OF CALIFORNIA, BMO HARRIS, KEY BANK, Pershing, PINNACLE BANK, SRS ACQUIOM, Wells Fargo

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.

Related