Folio Investments
Custodian
Private funds
27
Advisory firms
4
About Folio Investments
Folio Investments is named as a custodian on Form ADV filings for 27 private funds across 4 SEC-registered advisers.
Largest fund clients
27 funds| Fund | Manager | Gross assets |
|---|---|---|
| White Oaks Global Equity Portfolio, LLC | White Oaks Investment Management, Inc | $378.3M |
| 9823 Fund, LP | 9823 Capital, LP | $110M |
| White Oaks Investment Management Alternative Strategies Fund | White Oaks Investment Management, Inc | $101.8M |
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| As custodian | 27 funds |