ALTALLO

Discover service providers, without the noise.

Investment managers and funds in Other Locations, ID

13 SEC-registered investment managers and 65 SEC-reporting funds give Other Locations, ID as their filing address in public Form ADV and Form D filings.

Funds by type

Service providers named by funds in Other Locations, ID

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

Broker-dealers

Goldman Sachs, Interactive Brokers

Custodians

Charles Schwab, CITIZENS FINANCIAL GROUP, INC., First Citizens Bank & Trust Company, Goldman Sachs, Interactive Brokers, J.P. Morgan, Jefferies, SOUTHSTATE BANK

Auditors

AKRAM & ASSOCIATES PLLC, ANCHIN, BLOCK & ANCHIN LLP, BAUER & CO, BKD, LLP, CliftonLarsonAllen LLP, Deloitte & Touche LLP, Grant Thornton LLP, KEITER, STEPHENS, HURST, GARY & SHREAVES, P.C

Fund administrators

Aduro Advisors, LLC, Alter Domus, FLEMING FUND SERVICES, Great Lakes Fund Solutions, OPTO INVESTMENTS, INC., Standish Management, LLC, Stone Coast Fund Services, TMF Group

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.

Related