Investment managers and funds in Sunny Isles Beach, FL
6 SEC-registered investment managers and 55 SEC-reporting funds give Sunny Isles Beach, FL as their filing address in public Form ADV and Form D filings.
Funds by type
- Hedge funds: 6
- Private equity funds: 13
- Venture capital funds: 25
- Other pooled vehicles: 11
Service providers named by funds in Sunny Isles Beach, FL
Named in filings, listed alphabetically, up to eight per category. No ranking or endorsement is implied.
Fund administrators
Carta, Hanover Park, NAV Consulting, PERENNIAL FUND SERVICES, LLC, SEI Investments Global Funds Services
Auditors
BDO USA, Ernst & Young LLP, Grant Thornton LLP, Richey May & Co. LLP, Sensiba LLP, WithumSmith+Brown, PC
Broker-dealers
ADM INVESTOR SERVICES, INC., Marex, StoneX
Custodians
ADM INVESTOR SERVICES, INC., Bank of America, Citizens Bank, N.A., FIRST HORIZON BANK, J.P. Morgan, Marex, Morgan Stanley, Northern Trust Company
Placement agents and marketers
J.P. Morgan
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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