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Investment managers and funds in Other Locations, TX

42 SEC-registered investment managers and 155 SEC-reporting funds give Other Locations, TX as their filing address in public Form ADV and Form D filings.

Funds by type

Service providers named by funds in Other Locations, TX

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

Broker-dealers

ADM INVESTOR SERVICES, INC., Interactive Brokers, Marex, Morgan Stanley, StoneX, UBS

Auditors

Baker Tilly US, LLP, BDO USA, Deloitte & Touche LLP, Grant Thornton LLP, KPMG LLP, MESCH, LLP, PricewaterhouseCoopers LLP, Spicer Jeffries LLP

Fund administrators

Aduro Advisors, LLC, Carta, LICCAR FUND SERVICES, MUFG Fund Services, NAV Consulting, Opus Fund Services, POST SEASON ADVISORS LLC, UMB Bank, N.A.

Custodians

AMEGY BANK, N.A., Bank of America, Citi, FIRST FINANCIAL BANK, NATIONAL ASSOCIATION, HORIZON BANK, SSB, J.P. Morgan, U.S. Bank National Association, UBS

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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