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Investment managers and funds in Summit, NJ

17 SEC-registered investment managers and 150 SEC-reporting funds give Summit, NJ as their filing address in public Form ADV and Form D filings.

Funds by type

Service providers named by funds in Summit, NJ

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

Fund administrators

Aduro Advisors, LLC, ARGO FUND SOLUTIONS, INC., Citco Fund Services, IQ-EQ, PETRA FUND SERVICES, SS&C, TMF Group, U.S. Bank Global Fund Services

Broker-dealers

Bank of America, Barclays, Goldman Sachs, J.P. Morgan, Morgan Stanley, TD Securities, U.S. Bank National Association, Wells Fargo

Custodians

Bank of America, Barclays, BNY Mellon, Citizens Bank, N.A., CITIZENS PRIVATE BANK, J.P. Morgan, Morgan Stanley, STIFEL FINANCIAL CORP.

Auditors

CohnReznick LLP, Deloitte & Touche LLP, EisnerAmper LLP, Ernst & Young LLP, KPMG LLP, RSM US LLP, SAX LLP, WithumSmith+Brown, PC

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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