Investment managers and funds in Vero Beach, FL
6 SEC-registered investment managers and 32 SEC-reporting funds give Vero Beach, FL as their filing address in public Form ADV and Form D filings.
Funds by type
- Hedge funds: 0
- Private equity funds: 12
- Venture capital funds: 13
- Other pooled vehicles: 7
Service providers named by funds in Vero Beach, FL
Named in filings, listed alphabetically, up to eight per category. No ranking or endorsement is implied.
Auditors
ANCHIN, BLOCK & ANCHIN LLP, BDO USA, Bennett Thrasher LLP, Forvis Mazars LLP, Grant Thornton LLP, WHITTLESEY PC
Custodians
Fidelity, J.P. Morgan, Northern Trust Company, PNC BANK, NATIONAL ASSOCIATION, Silicon Valley Bank, Wells Fargo, Wilmington Trust, WINTRUST BANK, N.A.
Fund administrators
Alter Domus, Carta, Northern Trust Company, Ocorian, Trustserve, Ultimus Fund Solutions, 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.
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