FormDSignal

NATIONAL ADVISORS TRUST COMPANY, FSB

Custodian · OVERLAND PARK, United States

Funds served
1
Advisers served
1
Gross assets on those funds
$178K
Client launches, 12 months
2

Form D launches by this custodian's clients

Fund vehicles filed on EDGAR in the last 12 months by advisers that name NATIONAL ADVISORS TRUST COMPANY, FSB on an existing fund. For NATIONAL ADVISORS TRUST COMPANY, FSB: your clients' new funds. For everyone else: launches where NATIONAL ADVISORS TRUST COMPANY, FSB is the incumbent to beat.

2 launches in the last 12 months by advisers that already use NATIONAL ADVISORS TRUST COMPANY, FSB, each with vehicle, size, strategy and the people on the filing. Subscribe to unlock

Funds naming NATIONAL ADVISORS TRUST COMPANY, FSB as custodian

  • HAINES OPPORTUNITY PORTFOLIO II, LLC CLASS A

All 1 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.