AltMountain

Evolve Bank and Trust

Private fund custodian · 15 private funds on SEC Form ADV

Advisers' Form ADV filings name Evolve Bank and Trust as custodian to 15 private funds. It ranks No. 375 of 842 custodians by number of private funds served.

Rankings

Funds served, by type

  • Venture capital funds14
  • Hedge funds1

Where its clients are

State of the funds' U.S. advisers.

  • California5
  • Connecticut1

Where the funds are organized

  • United States15

Private funds that name Evolve Bank and Trust (5 listed here)

Fund
Gross assets
Minimum
Owners
Adviser
LSV Space Perspective I LLC
Delaware, United StatesVenture capital fund
Gross assets$4.3M
MinimumNone set
Owners15
AdviserLightshed Ventures Group, LP
LSV Helium I LLC
Delaware, United StatesVenture capital fund
Gross assets$3.1M
MinimumNone set
Owners11
AdviserLightshed Ventures Group, LP
LSV Illumix I LLC
Delaware, United StatesVenture capital fund
Gross assets$2.0M
Minimum$50K
Owners7
AdviserLightshed Ventures Group, LP
LSV Overtime II LLC
Delaware, United StatesVenture capital fund
Gross assets$1.3M
Minimum$102K
Owners4
AdviserLightshed Ventures Group, LP
LSV Federated I LLC
Delaware, United StatesVenture capital fund
Gross assets$1.2M
Minimum$51K
Owners8
AdviserLightshed Ventures Group, LP

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

Names as filed

Evolve Bank and Trust

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.