For fund services
Every fund your competitors serve, and every new fund that hasn’t chosen yet.
Private funds name their administrator, auditor, custodian, prime broker and marketer on Form ADV. Embarc puts those names on one page per provider, with each client fund’s gross assets.
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From the filings
Fund administrators, by client funds
| # | Firm | Client funds | Last seen |
|---|---|---|---|
| 1 | BELLTOWER FUND GROUP | 22,859 | 2026-09-21 |
| 2 | SS&C TECHNOLOGIES | 6,283 | 2026-09-30 |
| 3 | CITCO FUND SERVICES | 4,691 | 2026-09-30 |
| 4 | CARTA INVESTOR SERVICES | 3,852 | 2026-09-30 |
| 5 | STANDISH MANAGEMENT | 3,506 | 2026-09-30 |
2,204 more firms, each with its full record. Open them with a 7-day free trial
What you can do
- List any provider’s client funds, largest first
- Rank providers in each role
- Compare your client book with a competitor’s
Plan: All, $200/mo ($500 list). Team plans start 2027-01-01; contact us for one sooner, or for a data license. See pricing
Start free trial
7-day all-access free trial. No card required.