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Investment managers and funds in Naples, FL

19 SEC-registered investment managers and 99 SEC-reporting funds give Naples, FL as their filing address in public Form ADV and Form D filings.

Funds by type

Service providers named by funds in Naples, FL

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

Auditors

ASSURANCE DIMENSIONS, BDO USA, CohnReznick LLP, EisnerAmper LLP, Ernst & Young LLP, KPMG LLP, RSM US LLP, WithumSmith+Brown, PC

Custodians

Fidelity, FINEMARK BANK, FIRST HORIZON CORPORATION, Goldman Sachs, IBERIABANK, J.P. Morgan, Morgan Stanley, Northern Trust Company

Broker-dealers

Bank of America, BNP Paribas, BTIG, Citi, Clear Street, Goldman Sachs, Interactive Brokers, UBS

Fund administrators

Aduro Advisors, LLC, Apex Group, KAUFMAN ROSSIN ALTERNATIVE INVESTMENT SERVICES, NAV Consulting, Northern Trust Company, Ocorian, SS&C, Ultimus Fund Solutions, LLC

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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