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Investment managers and funds in Rockville, MD

5 SEC-registered investment managers and 28 SEC-reporting funds give Rockville, MD as their filing address in public Form ADV and Form D filings.

Funds by type

Service providers named by funds in Rockville, MD

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

Fund administrators

Carta, Gen II Fund Services, LLC, NAV Consulting, Opus Fund Services, TMF Group, VENTURE BACK OFFICE, INC.

Broker-dealers

Interactive Brokers, J.P. Morgan

Auditors

BDO USA, EisnerAmper LLP, Grant Thornton LLP, MARCUM LLP

Custodians

Bank of America, CUSTOMERS BANK, FLAGSTAR BANK, Interactive Brokers, J.P. Morgan, SIGNATURE BANK

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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