UBS FINANCIAL SERVICES INC.
Custodian · BOSTON, United States · SANTA CLARA, United States · NASHVILLE, United States
- Funds served
- 20
- Advisers served
- 3
- Gross assets on those funds
- $5.66B
- Client launches, 12 months
- 29
Form D launches by this custodian's clients
Fund vehicles filed on EDGAR in the last 12 months by advisers that name UBS FINANCIAL SERVICES INC. on an existing fund. For UBS FINANCIAL SERVICES INC.: your clients' new funds. For everyone else: launches where UBS FINANCIAL SERVICES INC. is the incumbent to beat.
29 launches in the last 12 months by advisers that already use UBS FINANCIAL SERVICES INC., each with vehicle, size, strategy and the people on the filing. Subscribe to unlock
Funds naming UBS FINANCIAL SERVICES INC. as custodian
- EH INVESTMENT FUND, L.P.
- HARBOURVEST PARTNERS IX-VENTURE FUND L.P.
- HARBOURVEST PARTNERS VIII-VENTURE FUND L.P.
- GCM GROSVENOR MIDDLE MARKET INVESTMENT FUND, L.P.
- GCM GROSVENOR EMERGING OPPORTUNITIES FUND, L.P.
All 20 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.