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Investment managers and funds in Nashville, TN

51 SEC-registered investment managers and 522 SEC-reporting funds give Nashville, TN as their filing address in public Form ADV and Form D filings.

Funds by type

Service providers named by funds in Nashville, TN

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

Fund administrators

Alter Domus, Baker Tilly US, LLP, SS&C, SSB, Standish Management, LLC, State Street Bank and Trust Company, TMF Group, Ultimus Fund Solutions, LLC

Auditors

CALVETTI FERGUSON, LLC, EisnerAmper LLP, Ernst & Young LLP, KPMG LLP, LATTIMORE BLACK MORGAN & CAIN, P.C., LBMC, PC, PricewaterhouseCoopers LLP, WithumSmith+Brown, PC

Custodians

BANC OF CALIFORNIA, J.P. Morgan, PINNACLE, PINNACLE BANK, PINNACLE FINANCIAL PARTNERS, State Street Bank and Trust Company, U.S. Bank National Association, WINTRUST BANK

Placement agents and marketers

CAPLINK SECURITIES, INC

Broker-dealers

BTIG, CANACCORD GENUITY LLC, Clear Street, GAR WOOD SECURITIES, LLC, Goldman Sachs, Interactive Brokers, Morgan Stanley, UBS

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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