Investment managers and funds in Palm Beach, FL
17 SEC-registered investment managers and 122 SEC-reporting funds give Palm Beach, FL as their filing address in public Form ADV and Form D filings.
Funds by type
- Hedge funds: 14
- Private equity funds: 63
- Venture capital funds: 35
- Other pooled vehicles: 10
Service providers named by funds in Palm Beach, FL
Named in filings, listed alphabetically, up to eight per category. No ranking or endorsement is implied.
Fund administrators
Formidium Corp., J.P. Morgan, NAV Consulting, PEAK FUND MANAGEMENT, QUERCUS CANYON MANAGEMENT LLC, SEI Global Services, Inc., SS&C, Standish Management, LLC
Broker-dealers
BTIG, Citi, Goldman Sachs, Interactive Brokers, J.P. Morgan, Morgan Stanley, Pershing, UBS
Auditors
Cherry Bekaert LLP, CohnReznick LLP, Deloitte & Touche LLP, EisnerAmper LLP, Frank, Rimerman + Co. LLP, Haynie & Company, KPMG LLP, Weaver and Tidwell LLP
Custodians
BNY Mellon, CIBC BANK USA, Citi, Citizens Bank, N.A., Interactive Brokers, J.P. Morgan, Pershing, 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.
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