FormDSignal

MERRILL LYNCH WEALTH MANAGEMENT

Prime broker · SAN FRANCISCO, United States

Funds served
5
Advisers served
1
Gross assets on those funds
$2.84B
Client launches, 12 months
10

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 WEALTH MANAGEMENT on an existing fund. For MERRILL LYNCH WEALTH MANAGEMENT: your clients' new funds. For everyone else: launches where MERRILL LYNCH WEALTH MANAGEMENT is the incumbent to beat.

10 launches in the last 12 months by advisers that already use MERRILL LYNCH WEALTH MANAGEMENT, each with vehicle, size, strategy and the people on the filing. Subscribe to unlock

Funds naming MERRILL LYNCH WEALTH MANAGEMENT as prime broker

  • SILVERY LUPINE FUND, LLC
  • GROSVENOR OPPORTUNISTIC MULTI-CREDIT FUND, L.P.
  • GCM GROSVENOR WINDANDSEA FUND, LLC
  • GROSVENOR OPPORTUNISTIC MULTI-CREDIT FUND C, LTD.
  • GROSVENOR NGLF, LLC

All 5 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.