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Investment managers and funds in Providence, RI

7 SEC-registered investment managers and 99 SEC-reporting funds give Providence, RI as their filing address in public Form ADV and Form D filings.

Funds by type

Service providers named by funds in Providence, RI

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

Fund administrators

4Pines Fund Services, LLC, Apex Group, Citco Fund Services, SS&C, Standish Management, LLC

Auditors

ASSURANCE DIMENSIONS, CBIZ CPAs P.C., Ernst & Young LLP, KPMG LLP, Richey May & Co. LLP

Broker-dealers

Interactive Brokers, J.P. Morgan

Custodians

Bank of America, BMO BANK N.A., Citi, Citizens Bank, N.A., Interactive Brokers, Morgan Stanley, 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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