FormDSignal

R.J. O'BRIEN & ASSOCIATES LLC

Custodian · CHICAGO, United States

Funds served
6
Advisers served
2
Gross assets on those funds
$2.55B
Client launches, 12 months
21

Form D launches by this custodian's clients

Fund vehicles filed on EDGAR in the last 12 months by advisers that name R.J. O'BRIEN & ASSOCIATES LLC on an existing fund. For R.J. O'BRIEN & ASSOCIATES LLC: your clients' new funds. For everyone else: launches where R.J. O'BRIEN & ASSOCIATES LLC is the incumbent to beat.

21 launches in the last 12 months by advisers that already use R.J. O'BRIEN & ASSOCIATES LLC, each with vehicle, size, strategy and the people on the filing. Subscribe to unlock

Funds naming R.J. O'BRIEN & ASSOCIATES LLC as custodian

  • CRC BOND OPPORTUNITY TRADING FUND, LP
  • MSB CAPITAL LTD.
  • CRC SINGLE INVESTOR FUND VI, LTD.
  • BETA MASTER FUND, SPC- CLASS F SP
  • CRC SINGLE INVESTOR FUND XV LTD.

All 6 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.