Bank of Montreal
Custodian
Private funds
134
Advisory firms
30
About Bank of Montreal
Bank of Montreal is named as a custodian on Form ADV filings for 134 private funds across 30 SEC-registered advisers. It appears in multiple roles across filings: prime broker, custodian.
Largest fund clients
134 funds| Fund | Manager | Gross assets |
|---|---|---|
| D. e. Shaw Composite Portfolios, L.L.C. | D. e. Shaw & Co., L.P. | $90.96B |
| D. e. Shaw Oculus Portfolios, L.L.C. | D. e. Shaw & Co., L.P. | $55.83B |
| D. e. Shaw Valence Portfolios, L.L.C. | D. e. Shaw & Co., L.P. | $48.08B |
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| As prime broker | 12 funds |
| As custodian | 133 funds |