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Investment managers and funds in Other Locations, CT

26 SEC-registered investment managers and 94 SEC-reporting funds give Other Locations, CT as their filing address in public Form ADV and Form D filings.

Funds by type

Service providers named by funds in Other Locations, CT

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

Broker-dealers

Bank of America, Barclays, Citi, Goldman Sachs, J.P. Morgan, Morgan Stanley, Pershing, UBS

Fund administrators

ADVANTAGE CAPITAL MANAGEMENT CORPORATION, Carta, Langham Hall, RSM US LLP, SEI Global Services, Inc., State Street Bank and Trust Company, UMB Bank, N.A., Waystone

Auditors

CBIZ CPAs P.C., Cohen & Company Ltd., CohnReznick LLP, Ernst & Young LLP, KPMG LLP, Plante Moran, PricewaterhouseCoopers LLP, RSM US LLP

Custodians

BMO HARRIS, Computershare Trust Company, N.A., FIRST CITIZENS BANCSHARES, INC., J.P. Morgan, Morgan Stanley, Silicon Valley Bank, State Street Bank and Trust Company, WEBSTER 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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