UMB FUND SERVICES
Custodian · MILWAUKEE, United States
- Funds served
- 2
- Advisers served
- 1
- Gross assets on those funds
- $1.48B
- 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 FUND SERVICES on an existing fund. For UMB FUND SERVICES: your clients' new funds. For everyone else: launches where UMB FUND SERVICES is the incumbent to beat.
3 launches in the last 12 months by advisers that already use UMB FUND SERVICES, each with vehicle, size, strategy and the people on the filing. Subscribe to unlock
Funds naming UMB FUND SERVICES as custodian
- NB BLUEPRINT 2025 DIRECT INVESTMENT HOLDCO LP
- NB PARTNERS FUND VII LP
All 2 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.