WELLS FARGO BANK, NATIONAL ASSOCIATION

Custodian · SAN FRANCISCO, United States · MINNEAPOLIS, United States · COLUMBIA, United States

Funds served: 15
Advisers served: 5
Gross assets on those funds: $6.12B
Client launches, 12 months: 41

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, NATIONAL ASSOCIATION on an existing fund. For WELLS FARGO BANK, NATIONAL ASSOCIATION: your clients' new funds. For everyone else: launches where WELLS FARGO BANK, NATIONAL ASSOCIATION is the incumbent to beat.

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

Funds naming WELLS FARGO BANK, NATIONAL ASSOCIATION as custodian

WATERFALL EDEN MASTER FUND, LTD.
SCULPTOR CLO XXXIV, LTD.
SCULPTOR CLO XXVII, LTD.
SCULPTOR CLO XXVIII, LTD.
SCULPTOR CLO XXXII, LTD.

All 15 funds with the adviser behind each, gross assets and investor counts. Subscribe to unlock

Advisers served

NEUBERGER BERMAN INVESTMENT ADVISERS LLCNY · $398.65B
BLACKSTONE ASSET BASED FINANCE ADVISORS LPNY · $70.45B
SCULPTOR CAPITAL LPNY · $52.68B
BRIGADE CAPITAL MANAGEMENT, LPNY · $33.02B
WATERFALL ASSET MANAGEMENT, LLCNY · $22.04B

Same group

WELLS FARGO BANK N.A 293 funds
WELLS FARGO SECURITIES, LLC 66 funds
WELLS FARGO BANK 30 funds
WELLS FARGO PRIME SERVICES, LLC 16 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.