PPrivate Fund Data Log in Join · $37/mo

UMB Financial

Custodian
Private funds
17
Advisory firms
10

About UMB Financial

UMB Financial is named as a custodian on Form ADV filings for 17 private funds across 10 SEC-registered advisers. It appears in multiple roles across filings: custodian, administrator.

Largest fund clients

17 funds
FundManagerGross assets
Bridge Opportunity Zone Fund II LPBridge Multifamily Fund Manager LLC$812.7M
Gsp 4.0 Fund-A, L.P.Garnett Station Partners, LLC$643.1M
Reflow Fund, LLCReflow Services, LLC$333.8M
See all 17 fund clients — unlock the full record.
Join to unlock · $37/mo

Coverage

As custodian16 funds
As administrator1 funds