Investment managers and funds in Miami, FL
168 SEC-registered investment managers and 2,159 SEC-reporting funds give Miami, FL as their filing address in public Form ADV and Form D filings.
Funds by type
- Hedge funds: 557
- Private equity funds: 723
- Venture capital funds: 340
- Other pooled vehicles: 539
Service providers named by funds in Miami, FL
Named in filings, listed alphabetically, up to eight per category. No ranking or endorsement is implied.
Placement agents and marketers
EVOLUTION WEALTH ADVISORS, LLC, FINBRIGHT FINANCIAL SERVICES INC., FINVIA FAMILY OFFICE GMBH, FORGE SECURITIES LLC, Goldman Sachs, INSIGNEO SECURITIES, LLC, INVIU URUGUAY AGENTE DE VALORES S.A., ZANBATO SECURITIES LLC
Fund administrators
Carta, Citco Fund Services, JTC Group, NAV Consulting, REPUBLIC FUND ADMIN LLC, SS&C, UMB Bank, N.A., Zedra Fund Services
Custodians
Bank of America, BNY Mellon, Citi, First Citizens Bank & Trust Company, J.P. Morgan, Northern Trust Company, PREMIER BANK, Silicon Valley Bank
Auditors
CROWE LLP, Deloitte & Touche LLP, Ernst & Young LLP, Grant Thornton LLP, HOBE AND LUCAS, CPA, KPMG LLP, PricewaterhouseCoopers LLP, RSM US LLP
Broker-dealers
Bank of America, Citi, Coinbase Prime, Goldman Sachs, Interactive Brokers, J.P. Morgan, Morgan Stanley, Raymond James
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.
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