Investment managers and funds in Oaks, PA
1 SEC-registered investment managers and 85 SEC-reporting funds give Oaks, PA as their filing address in public Form ADV and Form D filings.
Funds by type
- Hedge funds: 15
- Private equity funds: 0
- Venture capital funds: 0
- Other pooled vehicles: 70
Service providers named by funds in Oaks, PA
Named in filings, listed alphabetically, up to eight per category. No ranking or endorsement is implied.
Custodians
BNY Mellon, Brown Brothers Harriman & Co., Northern Trust Company, SEI PRIVATE TRUST COMPANY
Broker-dealers
Goldman Sachs, J.P. Morgan, Morgan Stanley, UBS
Fund administrators
Citco Fund Services, SEI Global Services, Inc., SEI Investments Global Funds Services
Auditors
Deloitte & Touche LLP, KPMG 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.
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