FormDSignal

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Prime broker · NEW YORK, United States · SAN FRANCISCO, United States · SAN FRANCICSO, United States

Funds served
52
Advisers served
4
Gross assets on those funds
$25.5B
Client launches, 12 months
16

Form D launches by this prime broker's clients

Fund vehicles filed on EDGAR in the last 12 months by advisers that name MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED on an existing fund. For MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED: your clients' new funds. For everyone else: launches where MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED is the incumbent to beat.

16 launches in the last 12 months by advisers that already use MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, each with vehicle, size, strategy and the people on the filing. Subscribe to unlock

Funds naming MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED as prime broker

  • AGILITY COMPREHENSIVE SOLUTIONS FUND LP
  • POMONA CAPITAL X, L.P.
  • INDUSTRY VENTURES SECONDARY X, L.P.
  • POMONA CAPITAL XI, L.P.
  • MPMD

All 52 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.