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Investment managers and funds in West Palm Beach, FL

47 SEC-registered investment managers and 389 SEC-reporting funds give West Palm Beach, FL as their filing address in public Form ADV and Form D filings.

Funds by type

Service providers named by funds in West Palm Beach, FL

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

Custodians

Bank of America, Citi, CITY NATIONAL BANK, Goldman Sachs, INSPIRA FINANCIAL TRUST, LLC, J.P. Morgan, Silicon Valley Bank, Wells Fargo

Auditors

CohnReznick LLP, Deloitte & Touche LLP, EisnerAmper LLP, Ernst & Young LLP, Grant Thornton LLP, KPMG LLP, Plante Moran, PricewaterhouseCoopers LLP

Broker-dealers

Cantor Fitzgerald, Goldman Sachs, Interactive Brokers, J.P. Morgan, Morgan Stanley, Pershing, UBS, Wells Fargo

Fund administrators

Apex Group, CENTAUR FUND SERVICES US, INC., A WAYSTONE GROUP, Citco Fund Services, EA RESIG, Harmonic Fund Services, SS&C, State Street Bank and Trust Company, U.S. Bank Global Fund Services

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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