ALTALLO

Discover service providers, without the noise.

Investment managers and funds in Madison, WI

9 SEC-registered investment managers and 65 SEC-reporting funds give Madison, WI as their filing address in public Form ADV and Form D filings.

Funds by type

Service providers named by funds in Madison, WI

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

Auditors

BDO USA, EisnerAmper LLP, Forvis Mazars LLP, Plante Moran, PLANTE MORGAN, Richey May & Co. LLP, Spicer Jeffries LLP

Custodians

BANQUE ET CAISSE D'EPARGNE DE L'ETAT, BELL BANK, COLUMN NA - BREX, FIRST BUSINESS BANK, First Citizens Bank & Trust Company, J.P. Morgan, U.S. Bank National Association, WINTRUST BANK

Broker-dealers

Interactive Brokers

Fund administrators

ARENDT SERVICES, Carta, HAMILTON LANE, HC Global Fund Services, LLC, NAV Consulting, Ocorian, VECTOR

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