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Investment managers and funds in Miami Beach, FL

44 SEC-registered investment managers and 285 SEC-reporting funds give Miami Beach, FL as their filing address in public Form ADV and Form D filings.

Funds by type

Service providers named by funds in Miami Beach, FL

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

Broker-dealers

Bank of America, Charles Schwab, Goldman Sachs, Interactive Brokers, Jefferies, Morgan Stanley, Société Générale, TD Securities

Auditors

CohnReznick LLP, Deloitte & Touche LLP, EisnerAmper LLP, Ernst & Young LLP, Grant Thornton LLP, KPMG LLP, PricewaterhouseCoopers LLP, WithumSmith+Brown, PC

Placement agents and marketers

DELPHOS MMJ L.P., UMERGENCE LLC

Fund administrators

Allocations, Inc., Apex Group, BNY Mellon, Citco Fund Services, Ernst & Young LLP, Formidium Corp., SS&C, UMB Bank, N.A.

Custodians

Bank of America, CITCO BANK NEDERLAND N.V., Goldman Sachs, J.P. Morgan, Northern Trust Company, Société Générale, U.S. Bank National Association, 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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