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Investment managers and funds in Old Greenwich, CT

13 SEC-registered investment managers and 103 SEC-reporting funds give Old Greenwich, CT as their filing address in public Form ADV and Form D filings.

Funds by type

Service providers named by funds in Old Greenwich, CT

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

Fund administrators

Apex Group, Carta, Gen II Fund Services, LLC, Maples Group, Morgan Stanley, SS&C, U.S. Bank Global Fund Services, U.S. Bank National Association

Broker-dealers

Bank of America, Barclays, BNP Paribas, Goldman Sachs, J.P. Morgan, Jefferies, Morgan Stanley, Wells Fargo

Custodians

Bank of America, BNP Paribas, BNY Mellon, DEUTSCHE BANK NATIONAL TRUST COMPANY, J.P. Morgan, Morgan Stanley, U.S. Bank National Association, Wells Fargo

Auditors

ANCHIN, BLOCK & ANCHIN (CAYMAN) LTD., Baker Tilly US, LLP, CBIZ CPAs P.C., Cherry Bekaert LLP, CohnReznick LLP, KPMG LLP, PricewaterhouseCoopers LLP, Weaver and Tidwell LLP

Placement agents and marketers

RBC Capital Markets

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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