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Investment managers and funds in Montreal, Quebec, Canada

12 SEC-registered investment managers and 36 SEC-reporting funds give Montreal, Quebec, Canada as their filing address in public Form ADV and Form D filings.

Funds by type

Service providers named by funds in Montreal, Quebec, Canada

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

Broker-dealers

Goldman Sachs, J.P. Morgan, Morgan Stanley, TD Securities

Auditors

Cohen & Company Ltd., Deloitte & Touche LLP, Ernst & Young LLP, Grant Thornton LLP, KPMG LLP, PricewaterhouseCoopers LLP, PSB BOISJOLI

Custodians

BMO BANK OF MONTREAL, BMO Capital Markets, CACEIS, COMPUTERSHARE TRUST COMPANY OF CANADA, J.P. Morgan, NATCAN TRUST COMPANY, RBC INVESTOR SERVICES TRUST, UMB Bank, N.A.

Fund administrators

Aztec Financial Services (Luxembourg) S.A., Citco Fund Services, FUNDPARTNER SOLUTIONS (EUROPE) S.A., NATCAN TRUST COMPANY, Opus Fund Services, RBC INVESTOR SERVICES TRUST, SS&C, UMB 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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