First Western Trust
Private fund marketer or placement agent · 5 private funds on SEC Form ADV
Advisers' Form ADV filings name First Western Trust as marketer or placement agent to 3 and custodian to 2 private funds, 5 funds in all. It ranks No. 713 of 775 marketers and placement agents by number of private funds served.
Rankings
Funds served, by type
- Other private funds3
- Private equity funds2
Where its clients are
State of the funds' U.S. advisers.
- New York3
- Colorado2
Where the funds are organized
- United States5
Private funds that name First Western Trust (1 listed here)
4 more funds name First Western Trust: feeder funds, single-deal vehicles and funds listed from Form D, shown on their own or their adviser's pages.
Names as filed
First Western 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.