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Investment managers and funds in Overland Park, KS

8 SEC-registered investment managers and 30 SEC-reporting funds give Overland Park, KS as their filing address in public Form ADV and Form D filings.

Funds by type

Service providers named by funds in Overland Park, KS

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

Auditors

CBIZ CPAs P.C., DAVID LUNDGREN & CO. CPA'S CHTD., Deloitte & Touche LLP, Ernst & Young LLP, Grant Thornton LLP, KPMG LLP, MICHAEL COGLIANESE CPA, P.C., Tait, Weller & Baker LLP

Custodians

ADM INVESTMENT SERVICES, Bank of America, Charles Schwab, COMMERCE BANK, Fidelity, INSPIRA FINANCIAL, NATIONAL ADVISORS TRUST COMPANY, FSB, SEI PRIVATE TRUST COMPANY

Fund administrators

Krypton Fund Services, NAV Consulting, SEI Global Services, Inc., SS&C, U.S. Bank Global Fund Services, UMB Bank, N.A.

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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