INSTITUTIONAL SHAREHOLDER SERVICES INC.
SEC file number 801-55092
· ROCKVILLE, MD
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
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Discretionary AUM
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Employees
3380
Clients
2300
Firm
- Address
- 702 KING FARM BLVD.
ROCKVILLE, MD 20850 - Phone
- —
- Website
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- Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed Apr 28, 2026
Possible Form D name matches (not verified)
- abrdn Institutional Commingled Funds, LLC Low name-match confidence · CIK 1501571 · PA
- Acacia Institutional Partners, L.P. Low name-match confidence · CIK 1017193 · NY
- AION Value ADD III Institutional Feeder LP Low name-match confidence · CIK 2063616 · NY
- AllianceBernstein Institutional Fund Low name-match confidence · CIK 1328193 · DE
- Alpine Institutional LP Low name-match confidence · CIK 1405713 · FL
- American Beacon Institutional Funds Trust Low name-match confidence · CIK 1700933 · TX
- Ancora Catalyst Institutional, LP Low name-match confidence · CIK 1620142 · OH
- Ancora Catalyst Institutional, Ltd. Low name-match confidence · CIK 1695691 · E9
- Ancora Commodity Institutional LP Low name-match confidence · CIK 1791563 · OH
- ANCORA MERLIN INSTITUTIONAL, LP Low name-match confidence · CIK 1431892 · OH
- Ancora Merlin Institutional, Ltd. Low name-match confidence · CIK 1695701 · E9
- Antares Institutional Loan Feeder Fund (DE) LP Low name-match confidence · CIK 2026628 · IL
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abrdn Institutional Commingled Funds, LLC · D/A · Sep 25, 2026
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Antares Institutional Loan Feeder Fund (DE) LP · D/A · Jun 15, 2026
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AION Value ADD III Institutional Feeder LP · D/A · Apr 9, 2026
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American Beacon Institutional Funds Trust · D/A · Apr 7, 2026
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Ancora Commodity Institutional LP · D/A · Feb 27, 2026
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Alpine Institutional LP · D · Feb 20, 2026
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Ancora Merlin Institutional, Ltd. · D/A · Jan 16, 2026
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Ancora Catalyst Institutional, Ltd. · D/A · Jan 16, 2026
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Ancora Catalyst Institutional, LP · D/A · Jan 16, 2026
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ANCORA MERLIN INSTITUTIONAL, LP · D/A · Jan 16, 2026
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Acacia Institutional Partners, L.P. · D/A · Jan 2, 2026
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abrdn Institutional Commingled Funds, LLC · D/A · Sep 25, 2025
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Antares Institutional Loan Feeder Fund (DE) LP · D/A · Jun 13, 2025
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American Beacon Institutional Funds Trust · D/A · May 7, 2025
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AION Value ADD III Institutional Feeder LP · D · Apr 9, 2025
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AllianceBernstein Institutional Fund · D/A · Mar 14, 2025
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Ancora Commodity Institutional LP · D/A · Feb 28, 2025
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Alpine Institutional LP · D/A · Feb 21, 2025
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Ancora Merlin Institutional, Ltd. · D/A · Jan 17, 2025
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Ancora Catalyst Institutional, Ltd. · D/A · Jan 17, 2025
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Ancora Catalyst Institutional, LP · D/A · Jan 17, 2025
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ANCORA MERLIN INSTITUTIONAL, LP · D/A · Jan 17, 2025
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Acacia Institutional Partners, L.P. · D/A · Jan 3, 2025