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Investment managers and funds in Philadelphia, PA

40 SEC-registered investment managers and 332 SEC-reporting funds give Philadelphia, PA as their filing address in public Form ADV and Form D filings.

Funds by type

Service providers named by funds in Philadelphia, PA

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

Broker-dealers

BNP Paribas, Goldman Sachs, J.P. Morgan, JonesTrading, Morgan Stanley

Custodians

BNY Mellon, Fidelity, First Citizens Bank & Trust Company, J.P. Morgan, Morgan Stanley, PRINCIPAL CUSTODY SOLUTIONS, State Street Bank and Trust Company, Wells Fargo

Fund administrators

4Pines Fund Services, LLC, Aduro Advisors, LLC, MUFG Fund Services, SEI Global Services, Inc., SS&C, State Street Bank and Trust Company, Ultimus Fund Solutions, LLC, Waystone

Auditors

BDO USA, CohnReznick LLP, EisnerAmper LLP, Ernst & Young LLP, Grant Thornton LLP, KPMG LLP, KREISCHER MILLER, RSM US LLP

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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