FormDSignal

UMB BANK, N.A.

Custodian · KANSAS CITY, United States · DENVER, United States

Funds served
58
Advisers served
7
Gross assets on those funds
$3.67B
Client launches, 12 months
41

Form D launches by this custodian's clients

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

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

Funds naming UMB BANK, N.A. as custodian

  • CC&L Q EMERGING MARKETS EQUITY FUND LP
  • GUILFORD CAPITAL CREDIT III L.P.
  • GUILFORD CAPITAL CREDIT II L.P.
  • PALMER SQUARE EXCELSIOR INVESTMENTS FUND, LLC
  • GUILFORD CAPITAL CREDIT L.P.

All 58 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.