Truist Financial
Private fund custodian · 19 private funds on SEC Form ADV
Advisers' Form ADV filings name Truist Financial as custodian to 19 private funds. It ranks No. 328 of 842 custodians by number of private funds served.
Rankings
Funds served, by type
- Private equity funds10
- Other private funds4
- Real estate funds3
- Hedge funds2
Where its clients are
State of the funds' U.S. advisers.
- North Carolina12
- Maryland2
- New York2
- Florida1
- California1
Where the funds are organized
- United States18
- Bermuda1
Private funds that name Truist Financial (9 listed here)
10 more funds name Truist Financial: feeder funds, single-deal vehicles and funds listed from Form D, shown on their own or their adviser's pages.
Names as filed
Truist Financial; Truist Financial Corporation; Truist Financial Corp
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.