AltMountain

Umpqua Bank

Private fund custodian · 23 private funds on SEC Form ADV

Advisers' Form ADV filings name Umpqua Bank as custodian to 23 private funds. It ranks No. 281 of 842 custodians by number of private funds served.

Rankings

Funds served, by type

  • Venture capital funds21
  • Private equity funds1
  • Other private funds1

Where its clients are

State of the funds' U.S. advisers.

  • Oregon7
  • Florida1

Where the funds are organized

  • United States23

Private funds that name Umpqua Bank (6 listed here)

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

Names as filed

Umpqua Bank

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.