WELLS FARGO BANK, N.A.
Custodian · NEW YORK, United States · CHARLOTTE, United States · MINNEAPOLIS, United States · SAN FRANCISCO, United States · SIOUX FALLS, United States · WASHINGTON, United States
- Funds served
- 554
- Advisers served
- 42
- Gross assets on those funds
- $748.33B
- Client launches, 12 months
- 60
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, N.A. on an existing fund. For WELLS FARGO BANK, N.A.: your clients' new funds. For everyone else: launches where WELLS FARGO BANK, N.A. is the incumbent to beat.
60 launches in the last 12 months by advisers that already use WELLS FARGO BANK, N.A., each with vehicle, size, strategy and the people on the filing. Subscribe to unlock
Funds naming WELLS FARGO BANK, N.A. as custodian
- D. E. SHAW COMPOSITE PORTFOLIOS, L.L.C.
- MEDALLION HOLDINGS LLC
- D. E. SHAW OCULUS PORTFOLIOS, L.L.C.
- D. E. SHAW VALENCE PORTFOLIOS, L.L.C.
- TWO SIGMA ABSOLUTE RETURN PORTFOLIO, LLC
All 554 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.