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Investment managers and funds in Newtown Square, PA

5 SEC-registered investment managers and 85 SEC-reporting funds give Newtown Square, PA as their filing address in public Form ADV and Form D filings.

Funds by type

Service providers named by funds in Newtown Square, PA

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

Auditors

BERKOWER LLC, CROWE LLP, Ernst & Young LLP, PricewaterhouseCoopers LLP

Custodians

CITIZENS PRIVATE BANK & TRUST, First Citizens Bank & Trust Company, J.P. Morgan, TD BANK, N.A., U.S. Bank National Association, Wilmington Trust

Fund administrators

NAV Consulting, Petra Funds Group, LLC, SS&C

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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