AltMountain

Amegy Bank

Private fund custodian · 5 offices named in filings · 158 private funds on SEC Form ADV

Advisers' Form ADV filings name Amegy Bank as custodian to 158 private funds. It ranks No. 68 of 665 custodians by number of private funds served.

Rankings

Funds served, by type

  • Private equity funds99
  • Venture capital funds26
  • Real estate funds17
  • Other private funds11
  • Hedge funds5

Offices named in SEC filings

The office each fund's adviser names for Amegy Bank on Form ADV, with the number of funds naming it. A fund can name more than one office. Place names are as filed and can contain errors.

  • Houston, Texas78 funds
  • Dallas, Texas72 funds
  • Austin, Texas7 funds
  • San Antonio, Texas3 funds
  • The Woodlands, Texas1 fund

Where its clients are

State of the funds' U.S. advisers.

  • Texas149
  • Connecticut2
  • Colorado2
  • New York1
  • Maryland1

Where the funds are organized

  • United States150
  • Cayman Islands6
  • Bermuda1
  • United Kingdom1

Private funds that name Amegy Bank (37 listed here)

Fund
Gross assets
Minimum
Owners
Adviser
Lionstone Oregon Real Estate One, L.P.
Delaware, United StatesHedge fund
Gross assets$1.2B
MinimumNone set
Owners2
AdviserLionstone Investments
Haddington Esp I LP
Delaware, United StatesPrivate equity fund
Gross assets$657M
Minimum$10.0M
Owners4
AdviserHaddington Ventures, LLC
Lionstone Commercial Real Estate Alpha Driver Partners, L.P.
Texas, United StatesHedge fund
Gross assets$604M
Minimum$25.0M
Owners2
AdviserLionstone Investments
Banner Oak Core Venture, LP
Delaware, United StatesReal estate fund
Gross assets$435M
MinimumNone set
Owners2
AdviserBanner Oak Capital Partners, LP
Scf-VIII Aiv, L.P.
Cayman IslandsPrivate equity fund
Gross assets$243M
Minimum$500K
Owners78
AdviserSimmons L E & Associates Inc
EFM Moda Holdings, L.P.
Texas, United StatesVenture capital fund
Gross assets$129M
Minimum$15.0M
Owners22
AdviserEncap Investments L.P.
Stellus Credit Funds Investor B, LP
Cayman IslandsPrivate equity fund
Gross assets$129M
Minimum$5.0M
Owners1
AdviserStellus Capital Management, LLC
Stellus Credit Funds Investor A, LLC
Delaware, United StatesPrivate equity fund
Gross assets$128M
Minimum$5.0M
Owners2
AdviserStellus Capital Management, LLC
AEC Partners, LP
Delaware, United StatesPrivate equity fund
Gross assets$125M
Minimum$100K
Owners41
AdviserAEC Holdings, L.P.
Stellus Senior Secured Loan Fund, LLC
Delaware, United StatesPrivate equity fund
Gross assets$99.1M
Minimum$5.0M
Owners3
AdviserStellus Capital Management, LLC
Scf-VII, L.P.
Delaware, United StatesPrivate equity fund
Gross assets$73.0M
Minimum$50K
Owners78
AdviserSimmons L E & Associates Inc
Africap, LLC
Delaware, United StatesPrivate fund
Gross assets$42.0M
Minimum$5K
Owners49
AdviserFCA Corp
FA Pipeline LLC
Texas, United StatesPrivate equity fund
Gross assets$38.6M
Minimum$1.0M
Owners25
AdviserThe Catalyst Group, Inc.
Foundation Energy Fund V - B Core, L.P.
Delaware, United StatesPrivate fund
Gross assets$33.8M
Minimum$250K
Owners5
AdviserFoundation Energy Management
Akard Street Holdings, L.P.
Delaware, United StatesReal estate fund
Gross assets$27.4M
MinimumNone set
Owners2
AdviserBanner Oak Capital Partners, LP
Foundation Energy Fund V - A, L.P.
Delaware, United StatesPrivate fund
Gross assets$23.7M
Minimum$250K
Owners15
AdviserFoundation Energy Management
FA Sanara LLC
Texas, United StatesPrivate equity fund
Gross assets$23.5M
Minimum$1.0M
Owners23
AdviserThe Catalyst Group, Inc.
FA Next Level LLC
Texas, United StatesPrivate equity fund
Gross assets$23.2M
Minimum$1.0M
Owners23
AdviserThe Catalyst Group, Inc.
Haddington Energy Partners III LP
Delaware, United StatesPrivate equity fund
Gross assets$19.3M
Minimum$100K
Owners63
AdviserHaddington Ventures, LLC
Lionstone U.S. Land One, L.P.
Delaware, United StatesReal estate fund
Gross assets$16.1M
MinimumNone set
Owners3
AdviserLionstone Investments
Encap Flatrock Midstream Cayman Fund III, L.P.
Cayman IslandsVenture capital fund
Gross assets$13.6M
Minimum$1.0M
Owners279
AdviserEncap Investments L.P.
FA Asl LLC
Texas, United StatesPrivate equity fund
Gross assets$11.8M
Minimum$1.0M
Owners23
AdviserThe Catalyst Group, Inc.
Foundation Energy Fund IV - B, L.P.
Delaware, United StatesPrivate fund
Gross assets$10.7M
Minimum$250K
Owners9
AdviserFoundation Energy Management
FA Spr LLC
Texas, United StatesPrivate equity fund
Gross assets$9.8M
Minimum$1.0M
Owners26
AdviserThe Catalyst Group, Inc.
FA Celtic LLC
Texas, United StatesPrivate equity fund
Gross assets$7.1M
Minimum$1.0M
Owners21
AdviserThe Catalyst Group, Inc.
Foundation Energy Fund IV - A, L.P.
Delaware, United StatesPrivate fund
Gross assets$7.0M
Minimum$250K
Owners21
AdviserFoundation Energy Management
FA Flagship LLC
Texas, United StatesPrivate equity fund
Gross assets$6.8M
Minimum$1.0M
Owners22
AdviserThe Catalyst Group, Inc.
LH Uscre III C, LP
Texas, United StatesPrivate equity fund
Gross assets$4.3M
Minimum$200K
Owners16
AdviserHc2 Capital, LLC
AEC Partners (Offshore), L.P.
BermudaPrivate equity fund
Gross assets$4.2M
Minimum$75K
Owners2
AdviserAEC Holdings, L.P.
Trinity Hunt Partners III, LP
Delaware, United StatesPrivate equity fund
Gross assets$3.1M
Minimum$2.0M
Owners21
AdviserTrinity Hunt Management, L.P.
CAF Medical Real Estate B, LP
Texas, United StatesPrivate equity fund
Gross assets$1.5M
Minimum$200K
Owners43
AdviserHc2 Capital, LLC
Efm-Rangeland IV Aiv, L.P.
Delaware, United StatesVenture capital fund
Gross assets$501K
MinimumNone set
Owners2
AdviserEncap Investments L.P.
Hc2 Colonial Oaks Senior Living B, LP
Texas, United StatesPrivate equity fund
Gross assets$427K
Minimum$200K
Owners24
AdviserHc2 Capital, LLC
Hc2 Cp Multifamily, LP
Texas, United StatesPrivate equity fund
Gross assets$144K
Minimum$100K
Owners6
AdviserHc2 Capital, LLC
Basa Petrofund I, L.P.
Delaware, United StatesPrivate equity fund
Gross assets$138K
Minimum$2.0M
Owners17
AdviserBasa Advisors
Foundation Energy Fund II, L.L.C.
Delaware, United StatesPrivate fund
Gross assets$121K
Minimum$250K
Owners16
AdviserFoundation Energy Management
HEP IV Aiv LP
Delaware, United StatesPrivate equity fund
Gross assets$300.0
Minimum$5.0M
Owners1
AdviserHaddington Ventures, LLC

121 more funds name Amegy Bank: feeder funds, single-deal vehicles and funds listed from Form D, shown on their own or their adviser's pages.

Names as filed

Amegy Bank; Amegy Bank of Texas, a Division of Zions Bancorporation, N.A.; Amegy Bank, N.A.; Amegy Bank National Association; Amegy Bank NA; Amegy Bank N.A.; Amegy Bank of Texas (Cash and Collateral); Amegy Bank of Texas (Cash and Collateral); Amegy Bank, a Division of Zions Bancorporation, N.A.; Amegy Bank of Texas (Cash and Collateral); Amegy Bank, NA; Amegy Bank of Texas N.A.

From SEC filings, not verified. Counts are the number of private funds whose adviser names the firm in that role on Form ADV (Schedule D, Section 7.B.(1)), in the SEC's public Form ADV data through filings made by Dec 26, 2024. A fund can name several firms in the same role. Names are grouped automatically (spelling variants and, for the largest firms, their affiliated entities), which can be incomplete. Rankings count funds only; they do not reflect quality, assets served or fees, and are not a recommendation. Corrections: hello@altmountain.com.