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Investment managers and funds in Norfolk, VA

3 SEC-registered investment managers and 91 SEC-reporting funds give Norfolk, VA as their filing address in public Form ADV and Form D filings.

Funds by type

Service providers named by funds in Norfolk, VA

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

Auditors

Deloitte & Touche LLP, KEITER, KPMG LLP, YOUNT, HYDE & BARBOUR, P.C.

Broker-dealers

Charles Schwab

Fund administrators

FLEMING FINANCIAL SERVICES, Harmonic Fund Services, NAV Consulting, UMB Bank, N.A.

Custodians

BNY Mellon, Charles Schwab, Fidelity, INSPIRA FINANCIAL, J.P. Morgan

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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