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Investment managers and funds in Other Locations, VA

15 SEC-registered investment managers and 74 SEC-reporting funds give Other Locations, VA as their filing address in public Form ADV and Form D filings.

Funds by type

Service providers named by funds in Other Locations, VA

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

Auditors

BDO USA, Cherry Bekaert LLP, CohnReznick LLP, Grant Thornton LLP, KOSSLER & COMPANY, LLC, KPMG LLP, PKF O'CONNOR DAVIES, LLP, RSM US LLP

Fund administrators

Aduro Advisors, LLC, FLEMING FINANCIAL SERVICES, NAV Consulting, RSM US LLP, SS&C, Standish Management, LLC, TMF Group, U.S. Bank Global Fund Services

Broker-dealers

Interactive Brokers, Raymond James, VANGUARD, Wells Fargo

Custodians

ATLANTIC UNION BANK, Bank of America, CIBC BANK USA, Citi, INSPIRA FINANCIAL TRUST, LLC, Interactive Brokers, J.P. Morgan, Morgan Stanley

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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