FormDSignal

WELLS FARGO SECURITIES, LLC

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

Funds served
41
Advisers served
15
Gross assets on those funds
$83.91B
Client launches, 12 months
56

Form D launches by this prime broker'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.

56 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 prime broker

  • TWO SIGMA FUTURES PORTFOLIO, LLC
  • TWO SIGMA KUIPER PORTFOLIO, LLC
  • TWO SIGMA HORIZON PORTFOLIO, LLC
  • WHITEBOX RELATIVE VALUE PARTNERS, L.P.
  • WHITEBOX MULTI-STRATEGY PARTNERS, L.P.

All 41 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.