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Investment managers and funds in Port Washington, NY

4 SEC-registered investment managers and 22 SEC-reporting funds give Port Washington, NY as their filing address in public Form ADV and Form D filings.

Funds by type

Service providers named by funds in Port Washington, NY

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

Fund administrators

NAV Consulting, Petra Funds Group, LLC, SS&C

Auditors

CBIZ CPAs P.C., EisnerAmper LLP, Grant Thornton LLP, KPMG LLP

Custodians

AXOS BANK, BUTTERFIELD BANK (CAYMAN) LIMITED, Citi, J.P. Morgan, Morgan Stanley, Silicon Valley Bank, SUNFLOWER 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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