Truist
Private fund custodian · 22 private funds on SEC Form ADV
Advisers' Form ADV filings name Truist as custodian to 17, marketer or placement agent to 4 and administrator to 1 private funds, 22 funds in all. It ranks No. 350 of 842 custodians by number of private funds served.
Rankings
Funds served, by type
- Private equity funds9
- Hedge funds5
- Other private funds4
- Real estate funds3
- Venture capital funds1
Where its clients are
State of the funds' U.S. advisers.
- North Carolina10
- Virginia4
- New York4
- Georgia3
- Pennsylvania1
Where the funds are organized
- United States22
Private funds that name Truist (6 listed here)
16 more funds name Truist: feeder funds, single-deal vehicles and funds listed from Form D, shown on their own or their adviser's pages.
Names as filed
Truist; Truist, NA; Truist, 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.