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Investment managers and funds in Tampa, FL

29 SEC-registered investment managers and 254 SEC-reporting funds give Tampa, FL as their filing address in public Form ADV and Form D filings.

Funds by type

Service providers named by funds in Tampa, FL

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

Broker-dealers

Clear Street, Goldman Sachs, Interactive Brokers, J.P. Morgan, Jefferies, TD Securities, Velocity Clearing

Auditors

Forvis Mazars LLP, Grant Thornton LLP, KAUFMAN ROSSIN & CO, P.A., PricewaterhouseCoopers LLP, RSM INTERNATIONAL, RSM US LLP, SPOOR BUNCH FRANZ, WithumSmith+Brown, PC

Fund administrators

Aduro Advisors, LLC, Apex Group, ELEMENT 78 PARTNERS, LLC, IQ-EQ, NAV Consulting, Northern Trust Company, ONE10 FINANCIAL, Sydecar, LLC

Placement agents and marketers

MCAM ADVISORS UK LIMITED

Custodians

CIBC BANK USA, Fidelity, J.P. Morgan, Northern Trust Company, Raymond James, Silicon Valley Bank, TRUIST BANK, VALLEY NATIONAL 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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