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Investment managers and funds in Washington, DC

66 SEC-registered investment managers and 1,094 SEC-reporting funds give Washington, DC as their filing address in public Form ADV and Form D filings.

Funds by type

Service providers named by funds in Washington, DC

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

Broker-dealers

Bank of America, Goldman Sachs, Interactive Brokers, J.P. Morgan, Marex, Morgan Stanley, Raymond James, StoneX

Placement agents and marketers

ALPINE CAPITAL ADVISORS SPA, BA SECURITIES, LLC, CAVU SECURITIES LLC, GENCAP GLOBAL ADVISORS, HOLLISTER ASSOCIATES, LLC, SOUTH 40, LTD

Fund administrators

Aduro Advisors, LLC, Apex Group, Gen II Fund Services, LLC, SEI Global Services, Inc., SEI Investments Global Funds Services, SS&C, Standish Management, LLC, U.S. Bank National Association

Auditors

BDO USA, CROWE LLP, Deloitte & Touche LLP, Ernst & Young LLP, KPMG LLP, Meisel, Tuteur & Lewis, P.C., PricewaterhouseCoopers LLP, RSM US LLP

Custodians

BANC OF CALIFORNIA, Bank of America, Citi, GRASSHOPPER BANK, N.A., J.P. Morgan, Silicon Valley Bank, U.S. Bank National Association, Wells Fargo

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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