FIRST CITIZENS BANK

Custodian · BOSTON, United States · RALEIGH, United States · SANTA CLARA, United States

Funds served: 23
Advisers served: 4
Gross assets on those funds: $3.16B
Client launches, 12 months: 10

Form D launches by this custodian's clients

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

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

Funds naming FIRST CITIZENS BANK as custodian

AMBERJACK CAPITAL FUND II, L.P.
ECOSYSTEM INVESTMENT PARTNERS V, LP
ECOSYSTEM INVESTMENT PARTNERS IV, L.P.
CONSERVATION FORESTRY CAPITAL IV, LP
CONSERVATION FORESTRY CAPITAL III, L.P.

All 23 funds with the adviser behind each, gross assets and investor counts. Subscribe to unlock

Advisers served

PARTHENON CAPITAL PARTNERSCA · $13.35B
ECOSYSTEM INVESTMENT PARTNERS, LLCMD · $1.28B
AMBERJACK CAPITAL PARTNERS, L.P.TX · $1.25B
CONSERVATION RESOURCE PARTNERS, LLCNH · $822.1M

Same group

FIRST CITIZENS BANK AND TRUST CO. 443 funds
FIRST REPUBLIC BANK 222 funds
FIRST CITIZENS BANK AND TRUST CO. (FORMERLY SILICON VALLEY BANK 41 funds
FIRST REPUBLIC 11 funds
FIRST FINANCIAL BANK 3 funds
FIRST MERCHANTS BANK 2 funds
FIRST COUNTY BANK 2 funds
FIRST PIEDMONT 1 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.