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Folio Investments

Custodian
Private funds
17
Advisory firms
3

About Folio Investments

Folio Investments is named as a custodian on Form ADV filings for 17 private funds across 3 SEC-registered advisers.

Largest fund clients

17 funds
FundManagerGross assets
White Oaks Global Equity Portfolio, LLCWhite Oaks Investment Management, Inc$328.9M
White Oaks Investment Management Alternative Strategies Fund SpWhite Oaks Investment Management, Inc$87.4M
White Oaks Investment Management Alternative Strategies FundWhite Oaks Investment Management, Inc$86.3M
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Coverage

As custodian17 funds