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Investment managers and funds in Other Locations, NC

14 SEC-registered investment managers and 44 SEC-reporting funds give Other Locations, NC as their filing address in public Form ADV and Form D filings.

Funds by type

Service providers named by funds in Other Locations, NC

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

Fund administrators

Alter Domus, Carta, HedgeServ (Cayman) Ltd., Juniper Square, LICCAR FUND SERVICES, Northern Trust Company, SEI Global Services, Inc., U.S. Bank National Association

Broker-dealers

Charles Schwab, Interactive Brokers, Northern Trust Company, THINKEQUITY LLC, Wells Fargo

Auditors

ANCHIN, BLOCK & ANCHIN LLP, BOVELL FINANCIAL, Cherry Bekaert LLP, Elliott Davis LLC, Forvis Mazars LLP, Grant Thornton LLP, KPMG LLP, WithumSmith+Brown, PC

Custodians

BANC OF CALIFORNIA, Charles Schwab, Fidelity, Interactive Brokers, Northern Trust Company, PINNACLE BANK, U.S. Bank National Association, 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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