Axos Bank
Private fund custodian · 38 private funds on SEC Form ADV
Advisers' Form ADV filings name Axos Bank as custodian to 38 private funds. It ranks No. 192 of 842 custodians by number of private funds served.
Rankings
Funds served, by type
- Private equity funds20
- Hedge funds11
- Real estate funds3
- Venture capital funds2
- Other private funds2
Where its clients are
State of the funds' U.S. advisers.
- New York12
- Florida6
- California5
- Tennessee5
- District of Columbia1
- Massachusetts1
Where the funds are organized
- United States33
- Cayman Islands4
- British Virgin Islands1
Private funds that name Axos Bank (6 listed here)
32 more funds name Axos Bank: feeder funds, single-deal vehicles and funds listed from Form D, shown on their own or their adviser's pages.
Names as filed
Axos Bank
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.