FormDSignal

CHARLES, FREDERIC & CO./THE BANK OF NEW YORK MELLON

Custodian · NEW YORK, United States

Funds served
1
Advisers served
1
Gross assets on those funds
$2.05B
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 CHARLES, FREDERIC & CO./THE BANK OF NEW YORK MELLON on an existing fund. For CHARLES, FREDERIC & CO./THE BANK OF NEW YORK MELLON: your clients' new funds. For everyone else: launches where CHARLES, FREDERIC & CO./THE BANK OF NEW YORK MELLON is the incumbent to beat.

2 launches in the last 12 months by advisers that already use CHARLES, FREDERIC & CO./THE BANK OF NEW YORK MELLON, each with vehicle, size, strategy and the people on the filing. Subscribe to unlock

Funds naming CHARLES, FREDERIC & CO./THE BANK OF NEW YORK MELLON as custodian

  • IRONWOOD PARTNERS L.P.

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.