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Investment managers and funds in Lehi, UT

17 SEC-registered investment managers and 108 SEC-reporting funds give Lehi, UT as their filing address in public Form ADV and Form D filings.

Funds by type

Service providers named by funds in Lehi, UT

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

Fund administrators

Carta, CliftonLarsonAllen LLP, NAV Consulting, PROSPER RED, SS&C, STRATA FUND SOLUTIONS, LLC, UMB Bank, N.A.

Auditors

BERKOWER LLC, EIDE BAILLY LLP, Ernst & Young LLP, PricewaterhouseCoopers LLP, RSM US LLP, SQUIRE TAX, TANNER LLC, WSRP, LLC

Broker-dealers

Coinbase Prime, Interactive Brokers, J.P. Morgan

Custodians

BANK OF UTAH, Citizens Bank, N.A., Coinbase Prime, First Citizens Bank & Trust Company, J.P. Morgan, KEYBANK NATIONAL ASSOCIATION, NATIONAL BANK HOLDINGS CORPORATION, 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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