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Pershing Advisor Solutions

Custodian
Private funds
148
Advisory firms
30

About Pershing Advisor Solutions

Pershing Advisor Solutions is named as a custodian on Form ADV filings for 148 private funds across 30 SEC-registered advisers. It appears in multiple roles across filings: prime broker, custodian.

Largest fund clients

148 funds
FundManagerGross assets
The Vittoria Fund, L.P.Pathstone Family Office, LLC$2.25B
Ep Absolute Return Strategies L.P.E Capital Management L.P.$2.11B
Tolleson US Equity, LPTolleson Private Wealth Management, LP$1.97B
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Coverage

As prime broker26 funds
As custodian144 funds