INSPIRA FINANCIAL TRUST, LLC

Custodian · CHICAGO, United States · OAK BROOK, United States

Funds served: 15
Advisers served: 2
Gross assets on those funds: $226.6M
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 INSPIRA FINANCIAL TRUST, LLC on an existing fund. For INSPIRA FINANCIAL TRUST, LLC: your clients' new funds. For everyone else: launches where INSPIRA FINANCIAL TRUST, LLC is the incumbent to beat.

10 launches in the last 12 months by advisers that already use INSPIRA FINANCIAL TRUST, LLC, each with vehicle, size, strategy and the people on the filing. Subscribe to unlock

Funds naming INSPIRA FINANCIAL TRUST, LLC as custodian

TAYLOR FRIGON CAPITAL PARTNERS, L.P.
TAYLOR FRIGON GROWTH PARTNERS, L.P.
OPTIMAL SIC 6X9, LLC
OPTIMAL HEALTH ADVOCATES FUND
OPTIMAL MCAP FUND II, LLC

All 15 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.