Investment managers and funds in Sarasota, FL
10 SEC-registered investment managers and 150 SEC-reporting funds give Sarasota, FL as their filing address in public Form ADV and Form D filings.
Funds by type
- Hedge funds: 21
- Private equity funds: 5
- Venture capital funds: 0
- Other pooled vehicles: 124
Service providers named by funds in Sarasota, FL
Named in filings, listed alphabetically, up to eight per category. No ranking or endorsement is implied.
Fund administrators
Bolder Fund Services, EA RESIG, Essential Fund Services, Formidium Corp., KAUFMAN ROSSIN ALTERNATIVE INVESTMENT SERVICES, NAV Consulting, WHITE OAK FUND SERVICES, LLC, YULISH & ASSOCIATES
Auditors
CBIZ CPAs P.C., CohnReznick LLP, EisnerAmper LLP, EISNERAPMPER LLP, GRANT THORNTON L.L.P., RSM US LLP, Spicer Jeffries LLP, TESSERACT ADVISORY GROUP
Broker-dealers
BTIG, DALMORE GROUP LLC, Goldman Sachs, Jefferies, StoneX
Custodians
Anchorage Digital, BitGo Prime, BNY Mellon, CAPITAL ONE BANK, FCI LENDER SERVICES, INC, Folio Investments, Inc., Goldman Sachs, Silicon Valley 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.
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