FormDSignal

SVB, A DIVISION OF FIRST CITIZENS BANK

Custodian · SANTA CLARA, United States

Funds served
28
Advisers served
2
Gross assets on those funds
$11.68B
Client launches, 12 months
6

Form D launches by this custodian's clients

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

6 launches in the last 12 months by advisers that already use SVB, A DIVISION OF FIRST CITIZENS BANK, each with vehicle, size, strategy and the people on the filing. Subscribe to unlock

Funds naming SVB, A DIVISION OF FIRST CITIZENS BANK as custodian

  • FIVE POINT ENERGY FUND III LP
  • FIVE POINT WATER MANAGEMENT AND SUSTAINABLE INFRASTRUCTURE FUND IV LP
  • PERCEPTIVE CREDIT OPPORTUNITIES FUND IV, LP
  • PERCEPTIVE CREDIT OPPORTUNITIES FUND III, LP
  • FIVE POINT ENERGY FUND II LP

All 28 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.