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Investment managers and funds in Jacksonville, FL

7 SEC-registered investment managers and 29 SEC-reporting funds give Jacksonville, FL as their filing address in public Form ADV and Form D filings.

Funds by type

Service providers named by funds in Jacksonville, FL

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

Fund administrators

Morgan Stanley, Stone Coast Fund Services, STRATEGIC FUND SERVICES

Broker-dealers

BTIG, Clear Street, Goldman Sachs, Jefferies, Morgan Stanley

Auditors

ADEPTUS PARTNERS, LLC, BDO USA, Elliott Davis LLC, HACKER, JOHNSON & SMITH PA, HENDERSON HUTCHERSON & MCCULLOUGH, KAUFMAN ROSSIN & CO, P.A., KPMG LLP, SEIDEL SCHROEDER

Custodians

BTIG, CAPITAL ONE, FIRST HORIZON BANK, Goldman Sachs, Jefferies, Morgan Stanley, Northern Trust Company, 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.

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