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Investment managers and funds in Westport, CT

39 SEC-registered investment managers and 300 SEC-reporting funds give Westport, CT as their filing address in public Form ADV and Form D filings.

Funds by type

Service providers named by funds in Westport, CT

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

Placement agents and marketers

TENEO PARTNERS JAPAN LIMITED

Broker-dealers

Bank of America, BNP Paribas, Citi, Goldman Sachs, J.P. Morgan, Jefferies, Morgan Stanley, Wedbush

Fund administrators

Aduro Advisors, LLC, BNY Mellon, Carta, Gen II Fund Services, LLC, Juniper Square, NAV Consulting, SS&C, Trident Fund Services

Auditors

Deloitte & Touche LLP, Ernst & Young LLP, Grant Thornton LLP, KPMG LLP, Plante Moran, PricewaterhouseCoopers LLP, RSM US LLP, Spicer Jeffries LLP

Custodians

Bank of America, BNP Paribas, BNY Mellon, Citi, Goldman Sachs, J.P. Morgan, Northern Trust Company, Société Générale

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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