FormDSignal

FIDELITY

Custodian · SAN FRANCISCO, United States · BOSTON, United States

Funds served
16
Advisers served
2
Gross assets on those funds
$617.4M
Client launches, 12 months
37

Form D launches by this custodian's clients

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

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

Funds naming FIDELITY as custodian

  • BCA HEDGED STRATEGIES FUND, LP
  • CRESSET PRIVATE MARKETS, LLC-SERIES 1
  • CRESSET PRIVATE MARKETS, LLC-SERIES 7
  • CRESSET PRIVATE MARKETS, LLC-SERIES 3
  • BCA SELECT, LLC - SERIES 2 - REDWOOD OPPORTUNITY

All 16 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.