FormDSignal

MERRYLL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Custodian · SAN FRANCISCO, United States

Funds served
4
Advisers served
1
Gross assets on those funds
$3.72B
Client launches, 12 months
3

Form D launches by this custodian's clients

Fund vehicles filed on EDGAR in the last 12 months by advisers that name MERRYLL LYNCH, PIERCE, FENNER & SMITH INCORPORATED on an existing fund. For MERRYLL LYNCH, PIERCE, FENNER & SMITH INCORPORATED: your clients' new funds. For everyone else: launches where MERRYLL LYNCH, PIERCE, FENNER & SMITH INCORPORATED is the incumbent to beat.

3 launches in the last 12 months by advisers that already use MERRYLL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, each with vehicle, size, strategy and the people on the filing. Subscribe to unlock

Funds naming MERRYLL LYNCH, PIERCE, FENNER & SMITH INCORPORATED as custodian

  • NBFOF XXII - HOLDINGS LP
  • NB SOF III HOLDINGS LP
  • NBFOF XXI - HOLDINGS LP
  • NBFOF XX - HOLDINGS LP

All 4 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.