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Investment managers and funds in Wayne, PA

23 SEC-registered investment managers and 234 SEC-reporting funds give Wayne, PA as their filing address in public Form ADV and Form D filings.

Funds by type

Service providers named by funds in Wayne, PA

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

Fund administrators

FORTIS FAMILY OFFICE SERVICES, LLC, HC Global Fund Services, LLC, NAV Consulting, Petra Funds Group, LLC, SEI Global Services, Inc., SEI Investments Global Funds Services, SS&C, Ultimus Fund Solutions, LLC

Custodians

CIBC BANK USA, CITIZENS PRIVATE BANK & TRUST, FIFTH THIRD BANK, N.A., Interactive Brokers, J.P. Morgan, TRISTATE CAPITAL BANK, UNIVEST CORPORATION OF PENNSYLVANIA, WSFS FINANCIAL CORPORATION

Broker-dealers

Interactive Brokers, J.P. Morgan, Jefferies, TD Securities

Auditors

BERKOWER LLC, CBIZ CPAs P.C., CohnReznick LLP, Deloitte & Touche LLP, Ernst & Young LLP, Grant Thornton LLP, KPMG LLP, PricewaterhouseCoopers LLP

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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