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UMB Financial Services

Custodian
Private funds
77
Advisory firms
9

About UMB Financial Services

UMB Financial Services is named as a custodian on Form ADV filings for 77 private funds across 9 SEC-registered advisers. It appears in multiple roles across filings: custodian, administrator.

Largest fund clients

77 funds
FundManagerGross assets
Kildare US Partners III, L.P.Kildare Partners US, LLC$464.6M
Matterhorn Capital Partners, LPMatterhorn Capital Advisors, LLC$331.4M
Whitehawk IV Master Fund L.P.Whitehawk Capital Partners LP$279.8M
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Coverage

As custodian74 funds
As administrator43 funds