FIRST CITIZENS BANCSHARES, INC.

Custodian · NEW YORK, United States · RALEIGH, United States · SANTA CLARA, United States

Funds served: 20
Advisers served: 3
Gross assets on those funds: $3.12B
Client launches, 12 months: 8

Form D launches by this custodian's clients

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

8 launches in the last 12 months by advisers that already use FIRST CITIZENS BANCSHARES, INC., each with vehicle, size, strategy and the people on the filing. Subscribe to unlock

Funds naming FIRST CITIZENS BANCSHARES, INC. as custodian

CERTARES HOLDINGS (BLOCKABLE) LLC
CERTARES HOLDINGS LLC
CERTARES HOLDINGS (OPTIONAL) LLC
VARIANT OPPORTUNITY FUND, L.P.
VARIANT FUND III, L.P.

All 20 funds with the adviser behind each, gross assets and investor counts. Subscribe to unlock

Advisers served

CERTARES MANAGEMENT LLCNY · $6.41B
VARIANTNY · $729.2M
EQUIAMCA

Same group

FIRST CITIZENS BANK AND TRUST CO. 973 funds
FIRST REPUBLIC BANK 264 funds
FIRST CITIZENS BANK 94 funds
FIRST CITIZENS BANK AND TRUST CO. (FORMERLY SILICON VALLEY BANK 41 funds
FIRST CITIZENS INVESTOR SERVICES, INC. 33 funds
FIRST NATIONAL BANK OF OMAHA 12 funds
FIRST REPUBLIC 11 funds
FIRST SOUTHERN NATIONAL BANK 11 funds

Launches with the incumbent named

Every new fund the morning after it files, with the administrator, auditor and custodian its adviser already uses, from $39.99/month.

See plans

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.