AltMountain

Washington Trust Bank

Private fund custodian · 3 offices named in filings · 64 private funds on SEC Form ADV

Advisers' Form ADV filings name Washington Trust Bank as custodian to 64 private funds. It ranks No. 121 of 665 custodians by number of private funds served.

Rankings

Funds served, by type

  • Venture capital funds21
  • Private equity funds14
  • Real estate funds13
  • Other private funds10
  • Hedge funds6

Offices named in SEC filings

The office each fund's adviser names for Washington Trust Bank on Form ADV, with the number of funds naming it. A fund can name more than one office. Place names are as filed and can contain errors.

  • Seattle, Washington48 funds
  • Spokane, Washington9 funds
  • Bellevue, Washington7 funds

Where its clients are

State of the funds' U.S. advisers.

  • Washington57
  • California1

Where the funds are organized

  • United States62
  • Cayman Islands2

Private funds that name Washington Trust Bank (21 listed here)

Fund
Gross assets
Minimum
Owners
Adviser
WRG (Fcc), LLC
Delaware, United StatesVenture capital fund
Gross assets$35.5M
MinimumNone set
Owners14
AdviserWestriver Management, LLC
WRG Expd1, LLC
Delaware, United StatesPrivate equity fund
Gross assets$25.3M
MinimumNone set
Owners4
AdviserWestriver Management, LLC
Westriver Mezzanine Loans, LLC - Loan Pool IV
Delaware, United StatesPrivate fund
Gross assets$18.2M
MinimumNone set
Owners26
AdviserWestriver Management, LLC
Telesis Iiw, LLC
Delaware, United StatesHedge fund
Gross assets$15.0M
Minimum$250K
Owners10
AdviserFutureselect Portfolio Management, Inc.
Life Science Loans, LLC
Delaware, United StatesPrivate fund
Gross assets$12.0M
MinimumNone set
Owners24
AdviserWestriver Management, LLC
WRG Inv41, LLC
Delaware, United StatesPrivate equity fund
Gross assets$11.8M
MinimumNone set
Owners1
AdviserWestriver Management, LLC
Westriver Mezzanine Loans, LLC - Loan Pool III
Delaware, United StatesPrivate fund
Gross assets$9.4M
MinimumNone set
Owners27
AdviserWestriver Management, LLC
WRG Td1, LLC
Delaware, United StatesPrivate equity fund
Gross assets$8.9M
MinimumNone set
Owners8
AdviserWestriver Management, LLC
WRG Alv, LLC
Delaware, United StatesPrivate equity fund
Gross assets$7.4M
MinimumNone set
Owners3
AdviserWestriver Management, LLC
Westriver Cpiii Investment, LLC
Delaware, United StatesVenture capital fund
Gross assets$5.7M
MinimumNone set
Owners5
AdviserWestriver Management, LLC
WRG Hcd2, LLC
Delaware, United StatesPrivate equity fund
Gross assets$5.3M
MinimumNone set
Owners11
AdviserWestriver Management, LLC
Westriver Mezzanine Loans, LLC - Loan Pool II
Delaware, United StatesPrivate fund
Gross assets$4.8M
MinimumNone set
Owners13
AdviserWestriver Management, LLC
WRG Dcrd Investors, LLC
Delaware, United StatesPrivate equity fund
Gross assets$4.4M
MinimumNone set
Owners15
AdviserWestriver Management, LLC
Hudson Valley Ventures, LLC
Washington, United StatesReal estate fund
Gross assets$3.8M
Minimum$1K
Owners27
AdviserMatrix Planning Inc
WRG Hcd3, LLC
Delaware, United StatesPrivate equity fund
Gross assets$3.0M
MinimumNone set
Owners16
AdviserWestriver Management, LLC
WRG Energy Infrastructure, LLC
Delaware, United StatesVenture capital fund
Gross assets$2.4M
MinimumNone set
Owners2
AdviserWestriver Management, LLC
Futureselect Prime Advisor II, LLC
Delaware, United StatesHedge fund
Gross assets$1.7M
Minimum$1.0M
Owners1
AdviserFutureselect Portfolio Management, Inc.
WRG Broadway, LLC
Delaware, United StatesVenture capital fund
Gross assets$1.4M
MinimumNone set
Owners11
AdviserWestriver Management, LLC
WRG Hcd1, LLC
Delaware, United StatesPrivate equity fund
Gross assets$859K
MinimumNone set
Owners10
AdviserWestriver Management, LLC
WRG Dcrb Investors, LLC
Delaware, United StatesPrivate equity fund
Gross assets$576K
MinimumNone set
Owners10
AdviserWestriver Management, LLC
WRG Dcrc Investors, LLC
Delaware, United StatesPrivate equity fund
Gross assets$208K
MinimumNone set
Owners17
AdviserWestriver Management, LLC

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

Names as filed

Washington Trust 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.