WELLS FARGO SECURITIES, LLC

Custodian · CHARLOTTE, United States · NEW YORK, United States · SAN FRANCISCO, United States

Funds served: 66
Advisers served: 18
Gross assets on those funds: $171.73B
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 SECURITIES, LLC on an existing fund. For WELLS FARGO SECURITIES, LLC: your clients' new funds. For everyone else: launches where WELLS FARGO SECURITIES, LLC is the incumbent to beat.

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

Funds naming WELLS FARGO SECURITIES, LLC as custodian

BRIDGEWATER PURE ALPHA TRADING COMPANY II, LTD.
TWO SIGMA FUTURES PORTFOLIO, LLC
TWO SIGMA KUIPER PORTFOLIO, LLC
TWO SIGMA HORIZON PORTFOLIO, LLC
ALL WEATHER PORTFOLIO TRADING, LLC

All 66 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.