First Citizens Bank
Private fund custodian · 2,553 private funds on SEC Form ADV
Advisers' Form ADV filings name First Citizens Bank as custodian to 2,553 private funds. It ranks No. 14 of 842 custodians by number of private funds served.
Rankings
Funds served, by type
- Venture capital funds1,328
- Private equity funds1,057
- Real estate funds81
- Other private funds58
- Hedge funds29
Where its clients are
State of the funds' U.S. advisers.
- California933
- New York345
- Massachusetts336
- Texas219
- Connecticut77
- Utah70
- Illinois68
- Pennsylvania66
- Washington57
- Ohio31
- Maryland31
- Florida29
Where the funds are organized
- United States2,247
- Cayman Islands285
- Singapore7
- Canada6
- Luxembourg6
- British Virgin Islands2
Private funds that name First Citizens Bank (774 listed here)
Showing the 150 largest by gross assets.
1,779 more funds name First Citizens Bank: feeder funds, single-deal vehicles and funds listed from Form D, shown on their own or their adviser's pages.
Names as filed
First-Citizens Bank & Trust Company; First Citizens Bank & Trust Company; First Citizens Bank; First Citizens Bancshares, Inc.; First Citizens Bank and Trust Co; First Citizens Bank and Trust Co.; First Citizens Bank and Trust Co. (Formerly Silicon Valley Bank); First-Citizens Bank & Trust Co.; First Citizens Investor Services, Inc.; First Citizens Bank & Trust; First-Citizens Bank and Trust Company; First Citizens Bancshares, Inc
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.