Principal Trust
Custodian
Private funds
3
Advisory firms
1
About Principal Trust
Principal Trust is named as a custodian on Form ADV filings for 3 private funds across 1 SEC-registered advisers.
Largest fund clients
3 funds| Fund | Manager | Gross assets |
|---|---|---|
| Rubenstein Properties Fund IV, LP | Rubenstein Partners, L.P. | $120.8M |
| Rubenstein Properties Fund III, LP | Rubenstein Partners, L.P. | $79M |
| Rubenstein Mortgage Fund, LP | Rubenstein Partners, L.P. | $67.2M |
Coverage
| As custodian | 3 funds |