Investment managers and funds in Winter Park, FL
9 SEC-registered investment managers and 70 SEC-reporting funds give Winter Park, FL as their filing address in public Form ADV and Form D filings.
Funds by type
- Hedge funds: 5
- Private equity funds: 5
- Venture capital funds: 17
- Other pooled vehicles: 43
Service providers named by funds in Winter Park, FL
Named in filings, listed alphabetically, up to eight per category. No ranking or endorsement is implied.
Fund administrators
ALTA TRUST COMPANY, Carta, GOTHAM ASSET MANAGEMENT, LLC, NAV Consulting, Northern Trust Company, OAKWOOD FUND SERVICE LIMITED, Ultimus Fund Solutions, LLC
Broker-dealers
Charles Schwab, Marex, Morgan Stanley, Northern Trust Company, Pershing
Custodians
BARWICK BANKING COMPANY, Charles Schwab, COGENT BANK, DFCU FINANCIAL, First Republic Bank, Interactive Brokers, Morgan Stanley, WINTER PARK NATIONAL BANK
Auditors
BAKER TILLEY INTERNATIONAL, CohnReznick LLP, Grassi & Co., KPMG LLP, REHMANN ROBSON LLC, Spicer Jeffries LLP, WithumSmith+Brown, PC
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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