FormDSignal

FIRST CITIZENS INVESTOR SERVICES, INC.

Custodian · MENLO PARK, United States · SAN JOSE, United States

Funds served
33
Advisers served
1
Gross assets on those funds
$7.48B
Client launches, 12 months
9

Form D launches by this custodian's clients

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

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

Funds naming FIRST CITIZENS INVESTOR SERVICES, INC. as custodian

  • 2165
  • 2645
  • 2148
  • 6546
  • 2583

All 33 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.