FormDSignal

UMB

Custodian · KANSAS CITY, United States

Funds served
3
Advisers served
1
Gross assets on those funds
$122.1M
Client launches, 12 months
3

Form D launches by this custodian's clients

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

3 launches in the last 12 months by advisers that already use UMB, each with vehicle, size, strategy and the people on the filing. Subscribe to unlock

Funds naming UMB as custodian

  • SUMMIT PRIVATE INVESTMENTS II, L.P.
  • SUMMIT PRIVATE INVESTMENTS I, L.P.
  • SPI MLP & ENERGY FUND, LP

All 3 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.