WELLS FARGO BANK

Custodian · LOS ANGELES, United States · TAMPA, United States · SAN FRANCISCO, United States · SA, United States · NEW YORK, United States

Funds served: 30
Advisers served: 6
Gross assets on those funds: $7.49B
Client launches, 12 months: 15

Form D launches by this custodian's clients

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

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

Funds naming WELLS FARGO BANK as custodian

AMERICAN STRATEGIC VALUE REALTY FUND, L.P.
POMONA CAPITAL XI, L.P.
GLADIUS ARX FUND LLC
GATOR FINANCIAL PARTNERS, LLC
ALVARIUM CAPITAL STRATEGIES FUND LLC

All 30 funds with the adviser behind each, gross assets and investor counts. Subscribe to unlock

Advisers served

PATHSTONENJ · $110.3B
POMONA CAPITALNY · $14.67B
INDUSTRY VENTURESCA · $9.06B
AMERICAN REALTY ADVISORSCA · $3.24B
GLADIUS CAPITAL MANAGEMENT LPUT · $2.88B
GATOR CAPITAL MANAGEMENT, LLCFL · $751.1M

Same group

WELLS FARGO BANK N.A 293 funds
WELLS FARGO SECURITIES, LLC 66 funds
WELLS FARGO PRIME SERVICES, LLC 16 funds
WELLS FARGO BANK, NATIONAL ASSOCIATION 15 funds
WELLS FARGO 14 funds
WELLS FARGO N.A. 4 funds
WELLS FARGO CLEARING SERVICES, LLC 3 funds
WELLS FARGO BANK, N.A., AS TRUSTEE 3 funds

Launches with the incumbent named

Every new fund the morning after it files, with the administrator, auditor and custodian its adviser already uses, from $39.99/month.

See plans

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.