FormDSignal

UMB FUND SERICES

Administrator · MILWAUKEE, United States

Funds served
1
Advisers served
1
Gross assets on those funds
$1.34B
Client launches, 12 months
3

Form D launches by this administrator's clients

Fund vehicles filed on EDGAR in the last 12 months by advisers that name UMB FUND SERICES on an existing fund. For UMB FUND SERICES: your clients' new funds. For everyone else: launches where UMB FUND SERICES is the incumbent to beat.

3 launches in the last 12 months by advisers that already use UMB FUND SERICES, each with vehicle, size, strategy and the people on the filing. Subscribe to unlock

Funds naming UMB FUND SERICES as administrator

  • NB STRATEGIC CAPITAL LP

All 1 funds with the adviser behind each, gross assets and investor counts. Subscribe to unlock

Source: each adviser's latest Form ADV, Schedule D Section 7.B.(1), as filed on IAPD. Provider names are as written by the adviser; the same firm can appear under several legal entities.