FormDSignal

UMB FINANCIAL SERVICES, INC.

Custodian · NEW YORK, United States · KANSAS CITY, United States

Funds served
53
Advisers served
2
Gross assets on those funds
$1.99B
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 FINANCIAL SERVICES, INC. on an existing fund. For UMB FINANCIAL SERVICES, INC.: your clients' new funds. For everyone else: launches where UMB FINANCIAL SERVICES, INC. is the incumbent to beat.

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

Funds naming UMB FINANCIAL SERVICES, INC. as custodian

  • CRESTONE ALTERNATIVE STRATEGIES LP
  • MAROON PEAKS PRIVATE EQUITY FUND XII LP
  • MAROON PEAKS PRIVATE EQUITY FUND X LP
  • MAROON PEAKS PRIVATE EQUITY FUND XI LP
  • MAROON PEAKS PRIVATE EQUITY FUND VIII LP

All 53 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.