Investment managers and funds in West Conshohocken, PA
16 SEC-registered investment managers and 417 SEC-reporting funds give West Conshohocken, PA as their filing address in public Form ADV and Form D filings.
Funds by type
- Hedge funds: 22
- Private equity funds: 62
- Venture capital funds: 8
- Other pooled vehicles: 325
Service providers named by funds in West Conshohocken, PA
Named in filings, listed alphabetically, up to eight per category. No ranking or endorsement is implied.
Custodians
Bank of America, BNY Mellon, Charles Schwab, CITIZENS FINANCIAL GROUP, INC., Jefferies, State Street Bank and Trust Company, TD BANK, Wells Fargo
Broker-dealers
Bank of America, BTIG, Charles Schwab, Goldman Sachs, Interactive Brokers, J.P. Morgan, Jefferies, PLURIMI WEALTH LLP
Auditors
CBIZ CPAs P.C., Deloitte & Touche LLP, EisnerAmper LLP, Ernst & Young LLP, Grant Thornton LLP, KPMG LLP, MENGEL, METZGER, BARR & CO. LLP, TAIT WELLER
Placement agents and marketers
Morgan Stanley
Fund administrators
ALPS Fund Services, Inc., Alter Domus, BNY Mellon, INTERNATIONAL SVS (N.A.) LLC, NAV Consulting, SS&C, State Street Bank and Trust Company, UMB Bank, N.A.
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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