WELLS FARGO BANK, N.A., AS TRUSTEE
Custodian · COLUMBIA, United States
- Funds served
- 3
- Advisers served
- 1
- Gross assets on those funds
- $297.6M
- 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 WELLS FARGO BANK, N.A., AS TRUSTEE on an existing fund. For WELLS FARGO BANK, N.A., AS TRUSTEE: your clients' new funds. For everyone else: launches where WELLS FARGO BANK, N.A., AS TRUSTEE is the incumbent to beat.
3 launches in the last 12 months by advisers that already use WELLS FARGO BANK, N.A., AS TRUSTEE, each with vehicle, size, strategy and the people on the filing. Subscribe to unlock
Funds naming WELLS FARGO BANK, N.A., AS TRUSTEE as custodian
- ATLAS SENIOR LOAN FUND VII, LTD
- ATLAS SENIOR LOAN FUND X, LTD.
- ATLAS SENIOR LOAN FUND IX, LTD.
All 3 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.