BANK OF MONTREAL
Custodian · TORONTO, Canada
- Funds served
- 5
- Advisers served
- 2
- Gross assets on those funds
- $198.26B
- Client launches, 12 months
- 2
Form D launches by this custodian's clients
Fund vehicles filed on EDGAR in the last 12 months by advisers that name BANK OF MONTREAL on an existing fund. For BANK OF MONTREAL: your clients' new funds. For everyone else: launches where BANK OF MONTREAL is the incumbent to beat.
2 launches in the last 12 months by advisers that already use BANK OF MONTREAL, each with vehicle, size, strategy and the people on the filing. Subscribe to unlock
Funds naming BANK OF MONTREAL as custodian
- D. E. SHAW COMPOSITE PORTFOLIOS, L.L.C.
- D. E. SHAW OCULUS PORTFOLIOS, L.L.C.
- D. E. SHAW VALENCE PORTFOLIOS, L.L.C.
- D. E. SHAW MULTI-ASSET PORTFOLIOS, L.L.C.
- NORTHLEAF INFRASTRUCTURE CAPITAL PARTNERS (US) III LP
All 5 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.