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Investment managers and funds in Morristown, NJ

8 SEC-registered investment managers and 63 SEC-reporting funds give Morristown, NJ as their filing address in public Form ADV and Form D filings.

Funds by type

Service providers named by funds in Morristown, NJ

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

Fund administrators

BGT FUND ADMINISTRATION, INTERTRUST GROUP, Morgan Stanley, NAV Consulting, REAL FOUNDATIONS, INC., SUMMIT FUND SERVICES LLC, U.S. Bank Global Fund Services, UMB Bank, N.A.

Auditors

CohnReznick LLP, Deloitte & Touche LLP, Ernst & Young LLP, MEISEL, TEUTER & LEWIS, PricewaterhouseCoopers LLP, Richey May & Co. LLP, SAX LLP

Custodians

Bank of America, Fidelity, FIRST BANK, N.A., INSPIRA FINANCIAL TRUST, LLC, Morgan Stanley, OCEANFIRST BANK, OCEANFIRST FINANCIAL CORPORATION, U.S. Bank National Association

Broker-dealers

Bank of America, Goldman Sachs, J.P. Morgan, Jefferies, Morgan Stanley

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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