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Investment managers and funds in Other Locations, Canada

20 SEC-registered investment managers and 72 SEC-reporting funds give Other Locations, Canada as their filing address in public Form ADV and Form D filings.

Funds by type

Service providers named by funds in Other Locations, Canada

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

Auditors

BAKER TILLY MONTREAL S.E.N.C.R.L./LLP, Deloitte & Touche LLP, Ernst & Young LLP, INDICATOR GLOBAL, KPMG LLP, MNP LLP, PricewaterhouseCoopers LLP

Custodians

CIBC, CONEXUS CREDIT UNION 2006, Goldman Sachs, J.P. Morgan, NATIONAL BANK FINANCIAL INC., NATIONAL BANK OF CANADA, RBC INVESTOR SERVICES TRUST, U.S. Bank National Association

Broker-dealers

CIBC, Goldman Sachs, J.P. Morgan, NATIONAL BANK INDEPENDENT NETWORK, NATIONAL BANK INDEPENDENT NETWORK (NBIN), NATIONAL BANK OF CANADA FINANCIAL INC., UBS

Fund administrators

MUFG Fund Services, NATIONAL BANK INDEPENDENT NETWORK (NBIN), NAV Consulting, Northern Trust Company, Pinnacle Fund Services, SGGG FUND SERVICES INC., SS&C, UMB Bank, N.A.

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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