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Investment managers and funds in Other Locations, NM

5 SEC-registered investment managers and 22 SEC-reporting funds give Other Locations, NM as their filing address in public Form ADV and Form D filings.

Funds by type

Service providers named by funds in Other Locations, NM

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

Broker-dealers

Cantor Fitzgerald, TD Securities, Wells Fargo

Auditors

Baker Tilly US, LLP, BDO USA, MOSS ADAMS LLP, Weaver and Tidwell LLP

Custodians

BOK FINANCIAL CORPORATION, Brown Brothers Harriman & Co., Cantor Fitzgerald, FLAGSTAR BANK, N.A., Silicon Valley Bank, TEXAS CAPITAL BANK, U.S. Bank National Association, Wells Fargo

Fund administrators

Apex Group, ARCHWAY GROUP, Brown Brothers Harriman & Co., DAVID FRITSCHY, Juniper Square, Standish Management, LLC, ZIVEAI INC

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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