AltMountain

Stifel

Private fund custodian · 550 private funds on SEC Form ADV

Advisers' Form ADV filings name Stifel as custodian to 402, marketer or placement agent to 145 and prime broker to 28 private funds, 550 funds in all. It ranks No. 36 of 842 custodians by number of private funds served.

Rankings

Funds served, by type

  • Private equity funds249
  • Venture capital funds182
  • Hedge funds60
  • Other private funds50
  • Real estate funds9

Where its clients are

State of the funds' U.S. advisers.

  • New York242
  • California64
  • Texas56
  • Connecticut32
  • Missouri27
  • Maryland20
  • Massachusetts19
  • Florida12
  • Pennsylvania11
  • Virginia10
  • Illinois6
  • North Carolina5

Where the funds are organized

  • United States400
  • Cayman Islands134
  • Canada7
  • Luxembourg7
  • Bermuda1
  • Guernsey1

Private funds that name Stifel (128 listed here)

Fund
Gross assets
Minimum
Owners
Adviser
Mariner Atlantic Multi-Strategy Master Fund, LTD.
Cayman IslandsHedge fund
Gross assets$28B
Minimum$5.0M
Owners661
AdviserMariner Investment Group, LLC
Linden Capital L.P.
BermudaHedge fund
Gross assets$18B
Minimum$5.0M
Owners785
AdviserLinden Advisors LP
HG Vora Special Opportunities Master Fund, LTD.
Cayman IslandsHedge fund
Gross assets$7.6B
Minimum$5.0M
Owners642
AdviserHG Vora Capital Management, LLC
One William Street Capital Master Fund, LTD.
Cayman IslandsHedge fund
Gross assets$3.9B
Minimum$250K
Owners262
AdviserOne William Street Capital Management, Lp.
Grandval II, L.P.
Delaware, United StatesPrivate equity fund
Gross assets$1.4B
Minimum$10.0M
Owners1
AdviserInsight Venture Partners
Systematica Bluetrend Master Fund Limited
Cayman IslandsHedge fund
Gross assets$1.1B
Minimum$1.0M
Owners41
AdviserSystematica Investments Limited
Stepstone Vc Secondaries Fund IV, L.P.
Delaware, United StatesPrivate equity fund
Gross assets$1.0B
Minimum$200K
Owners398
AdviserStepstone Group LP
NB Private Equity Credit Opportunities Holdings LP
Delaware, United StatesPrivate equity fund
Gross assets$950M
Minimum$100K
Owners181
AdviserNB Alternatives Advisers LLC
NB Resof Holdings LP
Delaware, United StatesPrivate equity fund
Gross assets$878M
Minimum$500K
Owners320
AdviserNB Alternatives Advisers LLC
Insight Venture Partners (Delaware) IX, L.P.
Delaware, United StatesPrivate equity fund
Gross assets$719M
Minimum$10.0M
Owners2
AdviserInsight Venture Partners
Stepstone Vc Opportunities VI, L.P.
Delaware, United StatesVenture capital fund
Gross assets$663M
Minimum$30K
Owners349
AdviserStepstone Group LP
Colbeck Strategic Lending III Master Fund I, LP
Cayman IslandsPrivate equity fund
Gross assets$610M
Minimum$5.0M
Owners30
AdviserColbeck Capital Management, LLC
Sigma Partners 8, LP
Delaware, United StatesVenture capital fund
Gross assets$565M
Minimum$5.0M
Owners45
AdviserSigma Management 6, LLC
DSC Meridian Credit Opportunities Master Fund LP
Cayman IslandsHedge fund
Gross assets$500M
Minimum$1.0M
Owners42
AdviserDSC Meridian Capital LP
Virage Recovery Master LP
Delaware, United StatesPrivate equity fund
Gross assets$444M
Minimum$10.0M
Owners38
AdviserVirage Capital Management LP
Shenkman Tactical Credit Master Fund LP
Cayman IslandsHedge fund
Gross assets$444M
Minimum$5.0M
Owners105
AdviserShenkman Capital Management, Inc.
NB Resof II Holdings LP
Delaware, United StatesPrivate equity fund
Gross assets$405M
Minimum$100K
Owners161
AdviserNB Alternatives Advisers LLC
Riposte Global Opportunity Master Fund, LP
Cayman IslandsHedge fund
Gross assets$390M
Minimum$1.0M
Owners31
AdviserRiposte Capital LLC
Cardinal Advisor Series - International Value Equity Master Fund L.P.
Cayman IslandsHedge fund
Gross assets$341M
Minimum$100K
Owners152
AdviserIcapital Advisors, LLC
Goldcrest Capital QP, LP
Delaware, United StatesVenture capital fund
Gross assets$319M
MinimumNone set
Owners110
AdviserGoldcrest Advisory, LLC
TRGP Operating Company, LP
Delaware, United StatesPrivate equity fund
Gross assets$272M
MinimumNone set
Owners6
AdviserTRGP Investment Partners, LP
ABS Capital Partners VII, LP
Delaware, United StatesVenture capital fund
Gross assets$196M
Minimum$250K
Owners88
AdviserABS Capital Partners, Inc.
Legacy Capital III, L.P.
Cayman IslandsPrivate equity fund
Gross assets$176M
Minimum$250K
Owners296
AdviserLegacy Partners, LLC
Cardinal Advisor Series - International Growth Equity Master Fund L.P.
Cayman IslandsHedge fund
Gross assets$149M
Minimum$100K
Owners80
AdviserIcapital Advisors, LLC
CPA Opportunity Master Fund I, L.P.
Cayman IslandsHedge fund
Gross assets$147M
Minimum$5.0M
Owners22
AdviserCannae Portfolio Advisors, LLC
Legacy Harmony Investment Partnership, L.P.
Cayman IslandsPrivate equity fund
Gross assets$143M
Minimum$250K
Owners2
AdviserLegacy Partners, LLC
Crosslink Ventures VIII-B, LP
Delaware, United StatesVenture capital fund
Gross assets$136M
Minimum$1.0M
Owners31
AdviserCrosslink Capital, Inc.
DSC Meridian Climate Action Master Fund
Cayman IslandsHedge fund
Gross assets$133M
Minimum$100K
Owners9
AdviserDSC Meridian Capital LP
Crosslink Ventures X-B, LP
Delaware, United StatesVenture capital fund
Gross assets$125M
Minimum$1.0M
Owners42
AdviserCrosslink Capital, Inc.
Colbeck Strategic Lending III Fnt Mini-Master, LP
Cayman IslandsPrivate equity fund
Gross assets$123M
Minimum$5.0M
Owners27
AdviserColbeck Capital Management, LLC
Crosslink Ventures IX-B, L.p
Delaware, United StatesVenture capital fund
Gross assets$123M
Minimum$1.0M
Owners34
AdviserCrosslink Capital, Inc.
Devon Park Bioventures, L.P.
Delaware, United StatesVenture capital fund
Gross assets$108M
Minimum$5.0M
Owners14
AdviserDevon Park Management
CPA Opportunity Intermediate Fund I, L.P.
Cayman IslandsHedge fund
Gross assets$107M
Minimum$5.0M
Owners22
AdviserCannae Portfolio Advisors, LLC
Grandval, L.P.
Delaware, United StatesPrivate equity fund
Gross assets$103M
Minimum$10.0M
Owners1
AdviserInsight Venture Partners
32 Degrees Diversified Energy Fund III (U.S.) LP
CanadaPrivate equity fund
Gross assets$89.0M
Minimum$1.0M
Owners6
Adviser32 Degrees Capital Advisors, LTD
ABS Capital Partners VII Offshore, LP
Cayman IslandsVenture capital fund
Gross assets$83.7M
Minimum$5.0M
Owners16
AdviserABS Capital Partners, Inc.
Austin Ventures X, L.P.
Delaware, United StatesVenture capital fund
Gross assets$83.4M
MinimumNone set
Owners68
AdviserAustin Ventures
Crosslink Ventures V Liquidating Fund, LLC
Delaware, United StatesVenture capital fund
Gross assets$79.6M
Minimum$3.0M
Owners76
AdviserCrosslink Capital, Inc.
7x7 Holdings, LLC
Delaware, United StatesVenture capital fund
Gross assets$71.5M
MinimumNone set
Owners6
AdviserLock 8 Partners
Harbourvest Partners VII-Venture Partnership Fund L.P.
Delaware, United StatesPrivate equity fund
Gross assets$70.5M
Minimum$400K
Owners160
AdviserHarbourvest Partners, LLC
Black Fund
Delaware, United StatesVenture capital fund
Gross assets$66.9M
Minimum$250K
Owners36
AdviserKodiak Venture Partners
Central Park Group Activist Fund, LLC
Delaware, United StatesHedge fund
Gross assets$66.9M
Minimum$100K
Owners129
AdviserCentral Park Advisers, LLC
Providence Public Master L.P.
Cayman IslandsHedge fund
Gross assets$65.1M
Minimum$5.0M
Owners3
AdviserProvidence Equity Partners L.L.C.
Missionog Parallel Fund II, LP
Delaware, United StatesVenture capital fund
Gross assets$59.2M
Minimum$50K
Owners97
AdviserMissionog
Cardinal Advisor Series - Strategic Commodities Master Fund L.P.
Cayman IslandsHedge fund
Gross assets$59.0M
Minimum$100K
Owners11
AdviserIcapital Advisors, LLC
Insight Venture Partners (Delaware) VII, L.P.
Delaware, United StatesPrivate equity fund
Gross assets$57.5M
Minimum$10.0M
Owners3
AdviserInsight Venture Partners
Carbide Ventures Fund I, L.P.
Cayman IslandsVenture capital fund
Gross assets$55.6M
MinimumNone set
Owners3
AdviserCarbide Ventures
TRGP Operating Company II, LP
Delaware, United StatesPrivate equity fund
Gross assets$50.0M
MinimumNone set
Owners7
AdviserTRGP Investment Partners, LP
Sail Nh II, L.P.
Delaware, United StatesPrivate equity fund
Gross assets$49.9M
Minimum$10.0M
Owners3
AdviserInsight Venture Partners
Maples Investments II, L.P.
Delaware, United StatesVenture capital fund
Gross assets$48.7M
MinimumNone set
Owners5
AdviserFloodgate
Missionog Parallel Fund III, L.P.
Delaware, United StatesVenture capital fund
Gross assets$47.7M
Minimum$40K
Owners228
AdviserMissionog
CB Access Fund LP
Delaware, United StatesVenture capital fund
Gross assets$46.6M
MinimumNone set
Owners2
AdviserCrossbeam Venture Partners
Venture Capital Multiplier Fund
Delaware, United StatesVenture capital fund
Gross assets$42.6M
Minimum$2.5M
Owners2
AdviserHatteras Venture Partners
MVA Green Mountain Fund LLC
Delaware, United StatesPrivate fund
Gross assets$40.8M
MinimumNone set
Owners6
AdviserOnewelth Inc
Treville Capital Solutions Rated Feeder LP
Delaware, United StatesPrivate equity fund
Gross assets$40.8M
Minimum$250K
Owners2
AdviserCoventure Management, LLC
Turning Rock Offshore Fund I LP
Cayman IslandsPrivate equity fund
Gross assets$38.0M
Minimum$1.0M
Owners7
AdviserTurning Rock Partners, L.P.
Camp One Ventures Fund A, LLC
Delaware, United StatesVenture capital fund
Gross assets$37.8M
Minimum$100K
Owners50
AdviserBrookline Investments, Inc.
MGP Venture QP Fund III, L.P.
Delaware, United StatesVenture capital fund
Gross assets$33.9M
Minimum$1.0M
Owners64
AdviserMGP Venture Fund III GP, LLC
Austin Ventures IX, L.P.
Delaware, United StatesVenture capital fund
Gross assets$33.7M
MinimumNone set
Owners63
AdviserAustin Ventures
The Mohawk River Fund III L.P.
Delaware, United StatesPrivate equity fund
Gross assets$32.3M
Minimum$3.0M
Owners2
AdviserHarbourvest Partners, LLC
7x7 Holdings II, LP
Delaware, United StatesVenture capital fund
Gross assets$29.7M
MinimumNone set
Owners2
AdviserLock 8 Partners
Sail Nh, L.P.
Delaware, United StatesPrivate equity fund
Gross assets$29.3M
Minimum$10.0M
Owners3
AdviserInsight Venture Partners
Hatteras Venture Partners III, LP
Delaware, United StatesVenture capital fund
Gross assets$26.6M
Minimum$250K
Owners15
AdviserHatteras Venture Partners
Flying Fish Fund II QP, LP
Delaware, United StatesVenture capital fund
Gross assets$24.5M
Minimum$50K
Owners163
AdviserFlying Fish Management, LLC
Joshua Tree Capital, L.P. Fund
Delaware, United StatesHedge fund
Gross assets$24.0M
Minimum$500K
Owners19
AdviserPrincipal Street Partners, LLC
Crosslink Bayview VIII, LLC
Delaware, United StatesVenture capital fund
Gross assets$20.3M
Minimum$1.0
Owners5
AdviserCrosslink Capital, Inc.
Goldcrest Capital II-C LP
Delaware, United StatesVenture capital fund
Gross assets$19.9M
MinimumNone set
Owners3
AdviserGoldcrest Advisory, LLC
Sigma Associates 8, LP
Delaware, United StatesVenture capital fund
Gross assets$19.3M
MinimumNone set
Owners22
AdviserSigma Management 6, LLC
32 Degrees Diversified Energy Fund II (U.S.) LP
CanadaPrivate equity fund
Gross assets$17.0M
Minimum$1.0M
Owners5
Adviser32 Degrees Capital Advisors, LTD
Starwood Global Opportunity Fund VII-A, L.P.
Delaware, United StatesReal estate fund
Gross assets$15.6M
MinimumNone set
Owners33
AdviserStarwood Capital Group Management, L.L.C.
The Mohawk River Fund L.P.
Delaware, United StatesPrivate equity fund
Gross assets$11.6M
Minimum$2.7M
Owners2
AdviserHarbourvest Partners, LLC
KPCB Digital Growth Founders Fund III, LLC
Delaware, United StatesVenture capital fund
Gross assets$10.1M
MinimumNone set
Owners12
AdviserKleiner Perkins
Goldcrest Capital III-C LP
Delaware, United StatesVenture capital fund
Gross assets$9.2M
MinimumNone set
Owners4
AdviserGoldcrest Advisory, LLC
Offshore Crosslink Ventures VI Unit Trust
Cayman IslandsVenture capital fund
Gross assets$8.3M
Minimum$3.0M
Owners3
AdviserCrosslink Capital, Inc.
Private Equity Investment Fund IV, L.P.
Delaware, United StatesPrivate equity fund
Gross assets$8.0M
Minimum$50K
Owners104
AdviserPrivate Equity Investors, Inc.
Sigma Investors 8, LP
Delaware, United StatesVenture capital fund
Gross assets$7.0M
Minimum$50K
Owners42
AdviserSigma Management 6, LLC
Sparrow Fund L.P.
Missouri, United StatesHedge fund
Gross assets$7.0M
Minimum$50K
Owners15
AdviserSparrow Capital Management Inc
RPM Ventures II, LP
Delaware, United StatesVenture capital fund
Gross assets$6.1M
Minimum$25K
Owners73
AdviserRPM Ventures
Starwood Global Opportunity Fund VII-B, L.P.
Delaware, United StatesReal estate fund
Gross assets$5.9M
MinimumNone set
Owners38
AdviserStarwood Capital Group Management, L.L.C.
Beta Bayview, LLC
Delaware, United StatesVenture capital fund
Gross assets$5.4M
Minimum$1.0
Owners4
AdviserCrosslink Capital, Inc.
Oak Investment Partners XI, Limited Partnership
Delaware, United StatesVenture capital fund
Gross assets$5.0M
MinimumNone set
Owners128
AdviserOak Management Corporation
The Mohawk River Fund II L.P.
Delaware, United StatesPrivate equity fund
Gross assets$4.9M
Minimum$1.0M
Owners2
AdviserHarbourvest Partners, LLC
Highcape Special Opportunities 4-A, LLC
Delaware, United StatesVenture capital fund
Gross assets$4.4M
Minimum$25K
Owners2
AdviserHighcape Partners Management, L.P.
Highcape Special Opportunities 4-B, LLC
Delaware, United StatesVenture capital fund
Gross assets$3.9M
Minimum$25K
Owners7
AdviserHighcape Partners Management, L.P.
Maples Associates II, L.P.
Delaware, United StatesVenture capital fund
Gross assets$3.6M
MinimumNone set
Owners14
AdviserFloodgate
Avestar Global Growth Strategy SP
Cayman IslandsHedge fund
Gross assets$3.3M
Minimum$100K
Owners8
AdviserAvestar Capital, LLC
Brave Capital Opportunity Holdings Llc-Seriesd Anthropic-Milvetangels
Delaware, United StatesVenture capital fund
Gross assets$3.1M
MinimumNone set
Owners17
AdviserTalon Management Company LLC Dba Brave Capital
Crosslink Bayview VI, LLC
Delaware, United StatesVenture capital fund
Gross assets$2.8M
Minimum$1.0
Owners9
AdviserCrosslink Capital, Inc.
Grotech Partners VII, L.P.
Delaware, United StatesVenture capital fund
Gross assets$2.7M
Minimum$500K
Owners12
AdviserGrotech Management Company
Mainsail Incentive Program, LLC
Delaware, United StatesPrivate equity fund
Gross assets$2.4M
MinimumNone set
Owners39
AdviserMainsail Partners
Highcape Special Opportunities 3-B, LLC
Delaware, United StatesVenture capital fund
Gross assets$2.0M
Minimum$25K
Owners6
AdviserHighcape Partners Management, L.P.
Highcape Special Opportunities 2-B, LLC
Delaware, United StatesVenture capital fund
Gross assets$2.0M
Minimum$25K
Owners5
AdviserHighcape Partners Management, L.P.
Highcape Special Opportunities 2-A, LLC
Delaware, United StatesVenture capital fund
Gross assets$2.0M
Minimum$25K
Owners3
AdviserHighcape Partners Management, L.P.
Highcape Special Opportunities 1-A, LLC
Delaware, United StatesVenture capital fund
Gross assets$2.0M
Minimum$25K
Owners2
AdviserHighcape Partners Management, L.P.
Highcape Special Opportunities 1-B, LLC
Delaware, United StatesVenture capital fund
Gross assets$2.0M
Minimum$25K
Owners6
AdviserHighcape Partners Management, L.P.
Highcape Special Opportunities 3-A, LLC
Delaware, United StatesVenture capital fund
Gross assets$1.6M
Minimum$25K
Owners3
AdviserHighcape Partners Management, L.P.
Grotech Partners VI, L.P.
Delaware, United StatesVenture capital fund
Gross assets$796K
Minimum$1.0M
Owners46
AdviserGrotech Management Company
Starwood U.S. Opportunity Fund VII-D, L.P.
Delaware, United StatesReal estate fund
Gross assets$472K
MinimumNone set
Owners14
AdviserStarwood Capital Group Management, L.L.C.
Oak Investment Partners IX, Limited Partnership
Delaware, United StatesVenture capital fund
Gross assets$391K
MinimumNone set
Owners79
AdviserOak Management Corporation
Starwood U.S. Opportunity Fund VII D-2, L.P.
Delaware, United StatesReal estate fund
Gross assets$286K
MinimumNone set
Owners5
AdviserStarwood Capital Group Management, L.L.C.
Oak IX Affiliates Fund, Limited Partnership
Delaware, United StatesVenture capital fund
Gross assets$5K
MinimumNone set
Owners44
AdviserOak Management Corporation
Oak IX Affiliates Fund-A, Limited Partnership
Delaware, United StatesVenture capital fund
Gross assets$2K
MinimumNone set
Owners81
AdviserOak Management Corporation
Insight Venture Partners VII (Seller Aip), L.P.
Cayman IslandsPrivate equity fund
Gross assets$0
Minimum$10.0M
Owners0
AdviserInsight Venture Partners
Insight Venture Partners (Cayman) X (Seller Aip), L.P.
Cayman IslandsPrivate equity fund
Gross assets$0
Minimum$10.0M
Owners0
AdviserInsight Venture Partners
Insight Venture Partners IX (Holding Aip), L.P.
Cayman IslandsPrivate equity fund
Gross assets$0
Minimum$10.0M
Owners0
AdviserInsight Venture Partners
Insight Venture Partners (Cayman) VIII (Holding Aip), L.P.
Cayman IslandsPrivate equity fund
Gross assets$0
Minimum$10.0M
Owners0
AdviserInsight Venture Partners
Insight Venture Partners (Delaware) IX (Holding Aip), L.P.
Delaware, United StatesPrivate equity fund
Gross assets$0
Minimum$10.0M
Owners0
AdviserInsight Venture Partners
Colbeck Strategic Lending III Master Fund II, LP
Cayman IslandsPrivate equity fund
Gross assets$0
Minimum$5.0M
Owners57
AdviserColbeck Capital Management, LLC
Insight Venture Partners Gbcf (Delaware) (Holding Aip), L.P.
Delaware, United StatesPrivate equity fund
Gross assets$0
Minimum$10.0M
Owners0
AdviserInsight Venture Partners
Insight Venture Partners (Delaware) X (Holding Aip), L.P.
Delaware, United StatesPrivate equity fund
Gross assets$0
Minimum$10.0M
Owners0
AdviserInsight Venture Partners
Insight Venture Partners (Cayman) IX (Seller Aip), L.P.
Cayman IslandsPrivate equity fund
Gross assets$0
Minimum$10.0M
Owners0
AdviserInsight Venture Partners
Insight Venture Partners (Cayman) IX (Holding Aip), L.P.
Cayman IslandsPrivate equity fund
Gross assets$0
Minimum$10.0M
Owners0
AdviserInsight Venture Partners
Insight Venture Partners (Cayman) VII (Holding Aip), L.P.
Cayman IslandsPrivate equity fund
Gross assets$0
Minimum$10.0M
Owners0
AdviserInsight Venture Partners
Insight Venture Partners (Cayman) VIII (Seller Aip), L.P.
Cayman IslandsPrivate equity fund
Gross assets$0
Minimum$10.0M
Owners0
AdviserInsight Venture Partners
Insight Venture Partners (Cayman) VII (Seller Aip), L.P.
Cayman IslandsPrivate equity fund
Gross assets$0
Minimum$10.0M
Owners0
AdviserInsight Venture Partners
Insight Venture Partners VII (Holding Aip), L.P.
Cayman IslandsPrivate equity fund
Gross assets$0
Minimum$10.0M
Owners0
AdviserInsight Venture Partners
Insight Venture Partners (Cayman) X (Holding Aip), L.P.
Cayman IslandsPrivate equity fund
Gross assets$0
Minimum$10.0M
Owners0
AdviserInsight Venture Partners
Insight Venture Partners Gbcf (Cayman) (Seller Aip), L.P.
Cayman IslandsPrivate equity fund
Gross assets$0
Minimum$10.0M
Owners0
AdviserInsight Venture Partners
Insight Venture Partners VIII (Holding Aip), L.P.
Cayman IslandsPrivate equity fund
Gross assets$0
Minimum$10.0M
Owners0
AdviserInsight Venture Partners
Insight Venture Partners Gbcf (Cayman) (Holding Aip), L.P.
Cayman IslandsPrivate equity fund
Gross assets$0
Minimum$10.0M
Owners0
AdviserInsight Venture Partners
Insight Venture Partners IX (Seller Aip), L.P.
Cayman IslandsPrivate equity fund
Gross assets$0
Minimum$10.0M
Owners0
AdviserInsight Venture Partners
Sprott Structured Opportunities (Canadian), LP
CanadaHedge fund
Gross assets$0
Minimum$20.0M
Owners0
AdviserResource Capital Investment Corporation
Insight Venture Partners Gbcf (Seller Aip), L.P.
Cayman IslandsPrivate equity fund
Gross assets$0
Minimum$10.0M
Owners0
AdviserInsight Venture Partners
Insight Venture Partners X (Seller Aip), L.P.
Cayman IslandsPrivate equity fund
Gross assets$0
Minimum$10.0M
Owners0
AdviserInsight Venture Partners
Insight Venture Partners Gbcf (Holding Aip), L.P.
Cayman IslandsPrivate equity fund
Gross assets$0
Minimum$10.0M
Owners0
AdviserInsight Venture Partners
Insight Venture Partners X (Holding Aip), L.P.
Cayman IslandsPrivate equity fund
Gross assets$0
Minimum$10.0M
Owners0
AdviserInsight Venture Partners
Insight Venture Partners VIII (Seller Aip), L.P.
Cayman IslandsPrivate equity fund
Gross assets$0
Minimum$10.0M
Owners0
AdviserInsight Venture Partners
Arps Special Opportunities I, L.P.
Delaware, United StatesPrivate equity fund
Gross assets$0
Minimum$10K
Owners2
AdviserNB Alternatives Advisers LLC

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

Names as filed

Stifel, Nicolaus & Company, Incorporated; Stifel Bank; Stifel Financial Corp.; Stifel, Nicolaus & Co., Inc.; Stifel Bank & Trust; Stifel, Nicolaus & Company; Stifel Nicolaus Europe Limited; Stifel; Stifel Bank and Trust; Stifel Independent Advisors, LLC; Stifel Nicolaus; Stifel Nicolaus & Company, Incorporated

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.