Investment managers and funds in Milwaukee, WI
19 SEC-registered investment managers and 106 SEC-reporting funds give Milwaukee, WI as their filing address in public Form ADV and Form D filings.
Funds by type
- Hedge funds: 33
- Private equity funds: 43
- Venture capital funds: 5
- Other pooled vehicles: 25
Service providers named by funds in Milwaukee, WI
Named in filings, listed alphabetically, up to eight per category. No ranking or endorsement is implied.
Broker-dealers
Goldman Sachs, Interactive Brokers, J.P. Morgan, Jefferies, Marex, Morgan Stanley
Fund administrators
Appleby Global Services, Carta, NAV Consulting, Northern Trust Company, SEI Global Services, Inc., SS&C, U.S. Bank Global Fund Services, Virtus Group
Auditors
Baker Tilly US, LLP, Cohen & Company Ltd., Frank, Rimerman + Co. LLP, KPMG LLP, Plante Moran, PricewaterhouseCoopers LLP, RSM US LLP, WOLF & COMPANY, P.C.
Custodians
BNY Mellon, Citi, COMERICA BANK, Goldman Sachs, J.P. Morgan, Northern Trust Company, ROBERT W. BAIRD & CO. INCORPORATED, U.S. Bank National Association
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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