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Investment managers and funds in Other Locations, MI

21 SEC-registered investment managers and 81 SEC-reporting funds give Other Locations, MI as their filing address in public Form ADV and Form D filings.

Funds by type

Service providers named by funds in Other Locations, MI

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

Broker-dealers

BMO Capital Markets, BTIG, Interactive Brokers, Morgan Stanley, Wells Fargo

Placement agents and marketers

BLUE SAND SECURITIES LLC, FINALIS SECURITIES LLC, LAIDLAW & COMPANY (UK) LTD., PROFOR ADVISORS, UMERGENCE LLC

Fund administrators

Aduro Advisors, LLC, Carta, CORNERSTONE INVESTMENT MANAGEMENT, INC., CSC Global Financial Markets, Juniper Square, NAV Consulting, Opus Fund Services, Ultimus Fund Solutions, LLC

Auditors

Baker Tilly US, LLP, Cherry Bekaert LLP, CROWE LLP, Ernst & Young LLP, Frank, Rimerman + Co. LLP, KPMG LLP, Plante Moran, Spicer Jeffries LLP

Custodians

BMO BANK N.A., BNY Mellon, COMERICA BANK, First Republic Bank, Goldman Sachs, INSPIRA FINANCIAL TRUST, LLC, J.P. Morgan, Wells Fargo

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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