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Investment managers and funds in Other Locations, OH

21 SEC-registered investment managers and 93 SEC-reporting funds give Other Locations, OH as their filing address in public Form ADV and Form D filings.

Funds by type

Service providers named by funds in Other Locations, OH

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

Custodians

ASSOCIATED BANC-CORP, CIBC BANK USA, First Citizens Bank & Trust Company, GRASSHOPPER BANK, N.A., Interactive Brokers, J.P. Morgan, PEOPLES BANK, WILMINGTON SAVINGS FUND SOCIETY, FSB

Broker-dealers

BTIG, Charles Schwab, FINALIS SECURITIES LLC, Interactive Brokers, ROTH CAPITAL PARTNERS, LLC

Fund administrators

Carta, INTERNATIONAL FUND MANAGEMENT CORPORATION, IQ-EQ, Juniper Square, NAV Consulting, OAKPOINT FUND SERVICES LLC, SS&C, Sydecar, LLC

Auditors

BDO USA, CLARK SCHAEFER HACKETT & CO, Cohen & Company Ltd., CROWE LLP, Deloitte & Touche LLP, Ernst & Young LLP, FGMK, LLC, RSM US LLP

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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