MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Custodian · SAN FRANCISCO, United States · NEW YORK, United States · PROVIDENCE, United States · SAN FRANCICSO, United States
- Funds served
- 388
- Advisers served
- 22
- Gross assets on those funds
- $221.59B
- Client launches, 12 months
- 60
Form D launches by this custodian's clients
Fund vehicles filed on EDGAR in the last 12 months by advisers that name MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED on an existing fund. For MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED: your clients' new funds. For everyone else: launches where MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED is the incumbent to beat.
60 launches in the last 12 months by advisers that already use MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, each with vehicle, size, strategy and the people on the filing. Subscribe to unlock
Funds naming MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED as custodian
- DOVER STREET IX L.P.
- PATHWAY PRIVATE EQUITY FUND XXV, LP
- INSIGHT PARTNERS (CAYMAN) XI, L.P.
- INSIGHT PARTNERS XI, L.P.
- INSIGHT VENTURE PARTNERS X, L.P.
All 388 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.