SILICON VALLEY BANK (SVB), A DIVISION OF FIRST CITIZENS BANK

Custodian · BOSTON, United States

Funds served: 4
Advisers served: 1
Gross assets on those funds: $3.09B
Client launches, 12 months: 1

Form D launches by this custodian's clients

Fund vehicles filed on EDGAR in the last 12 months by advisers that name SILICON VALLEY BANK (SVB), A DIVISION OF FIRST CITIZENS BANK on an existing fund. For SILICON VALLEY BANK (SVB), A DIVISION OF FIRST CITIZENS BANK: your clients' new funds. For everyone else: launches where SILICON VALLEY BANK (SVB), A DIVISION OF FIRST CITIZENS BANK is the incumbent to beat.

1 launch in the last 12 months by advisers that already use SILICON VALLEY BANK (SVB), A DIVISION OF FIRST CITIZENS BANK, each with vehicle, size, strategy and the people on the filing. Subscribe to unlock

Funds naming SILICON VALLEY BANK (SVB), A DIVISION OF FIRST CITIZENS BANK as custodian

AMPERSAND 2023 LIMITED PARTNERSHIP
AMPERSAND 2020 LIMITED PARTNERSHIP
AMPERSAND 2018 LIMITED PARTNERSHIP
AMPERSAND CF LIMITED PARTNERSHIP

All 4 funds with the adviser behind each, gross assets and investor counts. Subscribe to unlock

Advisers served

AMPERSAND CAPITAL PARTNERSMA · $3.09B

Same group

SILICON VALLEY BANK 1101 funds
SILICON VALLEY BANK (A DIVISION OF FIRST CITIZENS BANK) 449 funds
SILICON VALLEY BANK, A SUBSIDIARY OF SVB FINANCIAL GROUP 173 funds
SILICON VALLEY BANK, A DIVISION OF FIRST-CITIZENS BANK & TRUST COMPANY 140 funds
SILICON VALLEY BANK NA 34 funds
SILICON VALLEY BANK, A DIVISION OF FIRST CITIZENS 23 funds
SILICON VALLEY BANK, A DIVISION OF FIRST CITIZENS BANCSHARES 7 funds
SILICON VALLEY BANK, PRIVATE EQUITY SERVICES 4 funds

Launches with the incumbent named

Every new fund the morning after it files, with the administrator, auditor and custodian its adviser already uses, from $39.99/month.

See plans

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.