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Investment managers and funds in Louisville, KY

15 SEC-registered investment managers and 64 SEC-reporting funds give Louisville, KY as their filing address in public Form ADV and Form D filings.

Funds by type

Service providers named by funds in Louisville, KY

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

Broker-dealers

ADM INVESTOR SERVICES, INC., Clear Street, Goldman Sachs, Interactive Brokers, Jefferies, Marex, Société Générale, Wells Fargo

Fund administrators

ARCHWAY GROUP, CITRIN COOPERMAN, DMLO, FAIRVIEW INVESTMENT SERVICES, HedgeServ (Cayman) Ltd., NAV Consulting, PERENNIAL FUND SERVICES, LLC, SS&C

Auditors

CHERRY BEKAERT ADVISORY LLC, Cherry Bekaert LLP, Cohen & Company Ltd., CohnReznick LLP, EisnerAmper LLP, HOBE AND LUCAS CPAS, INC., NOVOGRADAC & COMPANY, LLP, RUBINBROWN LLP

Custodians

ADM SECURITIES, INC., Clear Street, Fidelity, FIFTH THIRD BANK, FIRST FINANCIAL BANK, Goldman Sachs, MIDLAND TRUST COMPANY, PNC 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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