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Investment managers and funds in Kansas City, MO

19 SEC-registered investment managers and 145 SEC-reporting funds give Kansas City, MO as their filing address in public Form ADV and Form D filings.

Funds by type

Service providers named by funds in Kansas City, MO

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

Custodians

ACADEMY BANK, NATIONAL ASSOCIATION, BANC OF CALIFORNIA, Bank of America, Charles Schwab, EAGLEBANK, Fidelity, HDFC BANK LIMITED, UMB Bank, N.A.

Broker-dealers

Goldman Sachs, Morgan Stanley

Auditors

BDO USA, CBIZ CPAs P.C., Deloitte & Touche LLP, Forvis Mazars LLP, KPMG LLP, Plante Moran, RSM US LLP, RUBINBROWN LLP

Fund administrators

Alter Domus, Carta, JTC Group, MUFG Fund Services, NAV Consulting, PIEDMONT FUND SERVICES, INC., SEGUE PARTNERS, 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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