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Investment managers and funds in Stamford, CT

104 SEC-registered investment managers and 1,226 SEC-reporting funds give Stamford, CT as their filing address in public Form ADV and Form D filings.

Funds by type

Service providers named by funds in Stamford, CT

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

Fund administrators

Apex Group, Citco Fund Services, Gen II Fund Services, LLC, MUFG Fund Services, NAV Consulting, Northern Trust Company, SS&C, U.S. Bank National Association

Broker-dealers

Bank of America, Barclays, BNP Paribas, Citi, Goldman Sachs, J.P. Morgan, Morgan Stanley, UBS

Custodians

Bank of America, BNY Mellon, Citco Bank, Citi, J.P. Morgan, Morgan Stanley, Northern Trust Company, U.S. Bank National Association

Auditors

BDO USA, CohnReznick LLP, Deloitte & Touche LLP, EisnerAmper LLP, Ernst & Young LLP, KPMG LLP, PricewaterhouseCoopers LLP, RSM US LLP

Placement agents and marketers

Deutsche Bank, DEUTSCHE BANK NATIONAL TRUST COMPANY, DEUTSCHE BANK TRUST COMPANY AMERICAS, DEUTSCHE BANK TRUST COMPANY, N.A., Jefferies, M HOLDINGS SECURITIES, INC., Morgan Stanley, ZANBATO SECURITIES LLC

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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