FormDSignal

CITIZENS PRIVATE BANK & TRUST

Custodian · PROVIDENCE, United States

Funds served
32
Advisers served
2
Gross assets on those funds
$1.62B
Client launches, 12 months
6

Form D launches by this custodian's clients

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

6 launches in the last 12 months by advisers that already use CITIZENS PRIVATE BANK & TRUST, each with vehicle, size, strategy and the people on the filing. Subscribe to unlock

Funds naming CITIZENS PRIVATE BANK & TRUST as custodian

  • INVERNESS GRAHAM INVESTMENTS IV, L.P.
  • INVERNESS GRAHAM INVESTMENTS III, L.P.
  • INVERNESS GRAHAM INVESTMENTS V, L.P.
  • INVERNESS GRAHAM INVESTMENTS IV-A, L.P.
  • INVERNESS GRAHAM GREEN LIGHT FUND D, L.P.

All 32 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.