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Investment managers and funds in Omaha, NE

10 SEC-registered investment managers and 51 SEC-reporting funds give Omaha, NE as their filing address in public Form ADV and Form D filings.

Funds by type

Service providers named by funds in Omaha, NE

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

Fund administrators

Gen II Fund Services, LLC, GRYPHON GROUP, Maples Group, NAV Consulting, RADERMACHER, LLC, Securitize Fund Services, SS&C

Auditors

AKRAM & ASSOCIATES PLLC, BDO USA, Forvis Mazars LLP, KPMG LLP, Richey May & Co. LLP, WIPFLI LLP

Custodians

ACCESS BANK, Charles Schwab, Fidelity, FIRST NATIONAL BANK OF OMAHA, J.P. Morgan, Raymond James, SILICON VALLEY BRIDGE BANK, N.A., U.S. Bank National Association

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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