Investment managers and funds in Palm Beach Gardens, FL
14 SEC-registered investment managers and 410 SEC-reporting funds give Palm Beach Gardens, FL as their filing address in public Form ADV and Form D filings.
Funds by type
- Hedge funds: 282
- Private equity funds: 18
- Venture capital funds: 4
- Other pooled vehicles: 106
Service providers named by funds in Palm Beach Gardens, FL
Named in filings, listed alphabetically, up to eight per category. No ranking or endorsement is implied.
Broker-dealers
Bank of America, Barclays, Citi, Goldman Sachs, HSBC, J.P. Morgan, Morgan Stanley, UBS
Fund administrators
Dynamo Software, GLOBAL FUND ALLIANCE, LLC, Juniper Square, Northern Trust Company, O'CONNOR DAVIES ADMINISTRATION, LLC, Reliant Fund Services, SS&C, Suntera Fund Services
Auditors
BDO USA, CBIZ CPAs P.C., CohnReznick LLP, EisnerAmper LLP, Ernst & Young LLP, Grant Thornton LLP, GRANT THRONTON LLP, PricewaterhouseCoopers LLP
Custodians
Bank of America, BNY Mellon, CHASE BANK N.A, CONTINENTAL STOCK TRANSFER & TRUST COMPANY, Goldman Sachs, J.P. Morgan, Morgan Stanley, RBC Capital Markets
Placement agents and marketers
AAN ADVISOR HK LIMITED, ASHTON THOMAS SECURITIES, LLC, BRADESCO INVESTMENTS INC., CIBC PRIVATE WEALTH ADVISORS, INC, LONGREACH ALTERNATIVES LTD., MESIROW FINANCIAL, INC., Raymond James, STIFEL, NICOLAUS & COMPANY, INCORPORATED
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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