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Investment managers and funds in Other Locations, OR

7 SEC-registered investment managers and 28 SEC-reporting funds give Other Locations, OR as their filing address in public Form ADV and Form D filings.

Funds by type

Service providers named by funds in Other Locations, OR

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

Broker-dealers

Goldman Sachs, Jefferies, JONES PRIME INSTITUTIONAL SERVICES, LLC, Morgan Stanley

Auditors

Armanino LLP, BDO USA, CohnReznick LLP, DELAP LLP, KPMG LLP, RSM US LLP, Weaver and Tidwell LLP

Custodians

BANK OF THE WEST, CIBC BANK USA, FIRST INTERNATIONAL BANK AND TRUST, FORGE TRUST COMPANY, Goldman Sachs, J.P. Morgan, Jefferies, Morgan Stanley

Fund administrators

ALERA MANAGEMENT GROUP, HC Global Fund Services, LLC, Juniper Square, Morgan Stanley, Stone Coast Fund Services, VERIVEST LLC

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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