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Investment managers and funds in Norwalk, CT

15 SEC-registered investment managers and 259 SEC-reporting funds give Norwalk, CT as their filing address in public Form ADV and Form D filings.

Funds by type

Service providers named by funds in Norwalk, CT

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

Fund administrators

Aduro Advisors, LLC, Carta, IQ-EQ, NAV Consulting, Northern Trust Company, SS&C, State Street Bank and Trust Company

Broker-dealers

BTIG, Goldman Sachs, Interactive Brokers, J.P. Morgan, Marex, Morgan Stanley

Custodians

Bank of America, CIBC BANK USA, J.P. Morgan, Morgan Stanley, PNC BANK, NATIONAL ASSOCIATION, Raymond James, Silicon Valley Bank, State Street Bank and Trust Company

Auditors

BDO USA, Cherry Bekaert LLP, CITRIN COOPERMAN & COMPANY, LLP, Deloitte & Touche LLP, Ernst & Young LLP, Grant Thornton LLP, PricewaterhouseCoopers LLP, Weaver and Tidwell LLP

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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