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Investment managers and funds in Raleigh, NC

17 SEC-registered investment managers and 132 SEC-reporting funds give Raleigh, NC as their filing address in public Form ADV and Form D filings.

Funds by type

Service providers named by funds in Raleigh, NC

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

Custodians

BANC OF CALIFORNIA, Bank of America, DOGWOOD STATE BANK, FIFTH THIRD BANK, FIRST CITIZENS BANCSHARES, INC., First Citizens Bank & Trust Company, GENESEE REGIONAL BANK, Silicon Valley Bank

Broker-dealers

Interactive Brokers, Jefferies, UBS

Auditors

BDO USA, Bennett Thrasher LLP, Cherry Bekaert LLP, Deloitte & Touche LLP, Elliott Davis LLC, Ernst & Young LLP, Forvis Mazars LLP, MENGEL, METZGER, BARR & CO. LLP

Fund administrators

Carta, FAIRVIEW INVESTMENT ADMINISTRATION, LLC, NAV Consulting, Pinnacle Fund Services, RSM US LLP, SS&C, Standish Management, LLC, TMF Group

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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