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Investment managers and funds in Portland, OR

16 SEC-registered investment managers and 109 SEC-reporting funds give Portland, OR as their filing address in public Form ADV and Form D filings.

Funds by type

Service providers named by funds in Portland, OR

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

Broker-dealers

Interactive Brokers

Auditors

Baker Tilly US, LLP, Deloitte & Touche LLP, EisnerAmper LLP, GEFFEN MESHER, MOSS ADAMS LLP, NOVOGRADAC & COMPANY, LLP, PricewaterhouseCoopers LLP, Richey May & Co. LLP

Fund administrators

Aduro Advisors, LLC, Alter Domus, Apex Group, IQ-EQ, Juniper Square, PRAESIDEO MANAGEMENT, LLC, SS&C, Sydecar, LLC

Custodians

Bank of America, CITY NATIONAL BANK, COLUMBIA BANK, EAST WEST BANCORP, INC., First Citizens Bank & Trust Company, J.P. Morgan, Silicon Valley Bank, Wells Fargo

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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