FormDSignal

WELLS FARGO N.A.

Custodian · SIOUX FALLS, United States · SAN FRANCISCO, United States

Funds served
4
Advisers served
2
Gross assets on those funds
$1.6B
Client launches, 12 months
5

Form D launches by this custodian's clients

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

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

Funds naming WELLS FARGO N.A. as custodian

  • PARSEC TRADING CORP.
  • BIGHORN CONSUMER PARTNERS, LP
  • MILLER CONSUMER CAPITAL, LP
  • MILLER INVESTMENT MANAGEMENT FUND I, LP

All 4 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.