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Investment managers and funds in The Woodlands, TX

7 SEC-registered investment managers and 46 SEC-reporting funds give The Woodlands, TX as their filing address in public Form ADV and Form D filings.

Funds by type

Service providers named by funds in The Woodlands, TX

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

Custodians

Carta, DELAWARE TRUST COMPANY, First Citizens Bank & Trust Company, Jefferies, Northern Trust Company, SUMITOMO MITSUI BANKING CORPORATION, U.S. Bank National Association, UBS

Auditors

CohnReznick LLP, Ernst & Young LLP, HARPER & PEARSON COMPANY, P.C., PricewaterhouseCoopers LLP, RSM US LLP

Broker-dealers

Wells Fargo

Fund administrators

Citco Fund Services, JTC Group, NAV Consulting, Northern Trust Company, SS&C

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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