First Republic Bank
Private fund custodian · 6,693 private funds on SEC Form ADV
Advisers' Form ADV filings name First Republic Bank as custodian to 6,684, prime broker to 135, marketer or placement agent to 4 and administrator to 1 private funds, 6,693 funds in all. It ranks No. 5 of 842 custodians by number of private funds served.
Rankings
Funds served, by type
- Private equity funds3,136
- Venture capital funds2,023
- Hedge funds631
- Other private funds451
- Real estate funds448
- Liquidity funds3
- Securitized asset funds1
Where its clients are
State of the funds' U.S. advisers.
- California2,012
- New York1,784
- Massachusetts425
- Texas277
- Florida236
- Connecticut214
- Illinois208
- Pennsylvania187
- North Carolina101
- Colorado97
- New Jersey65
- Wyoming64
Where the funds are organized
- United States5,829
- Cayman Islands777
- Luxembourg27
- Canada23
- Bermuda22
- British Virgin Islands7
- Australia2
- United Kingdom2
Private funds that name First Republic Bank (1,827 listed here)
Showing the 150 largest by gross assets.
4,866 more funds name First Republic 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 Republic Bank; First Republic Securities Company, LLC; First Republic Trust Company; First Republic; First Republic Bank, N.A.; First Republic Bank (Part of Jpmorgan Chase Bank, N.a.); First Republic Bank Now Part of Jp Morgan Chase; First Republic Bank (Part of Jp Morgan Chase); First Republic Now Part of Jp Morgan Chase; First Republic Bank Corporation; First Republic Bank, a Division of Jp Morgan Chase & Co; First Republic Bank/Jp Morgan Chase
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.