R J O Brien & Associates
Custodian
Private funds
18
Advisory firms
8
About R J O Brien & Associates
R J O Brien & Associates is named as a custodian on Form ADV filings for 18 private funds across 8 SEC-registered advisers. It appears in multiple roles across filings: prime broker, custodian.
Largest fund clients
18 funds| Fund | Manager | Gross assets |
|---|---|---|
| Saluda Grade Tactical Credit Holdings LLC | Saluda Grade Asset Management LLC | $2.24B |
| Crc Bond Opportunity Trading Fund, LP | Christofferson, Robb & Company, LLC | $1.3B |
| Msb Capital Ltd. | Christofferson, Robb & Company, LLC | $826.8M |
| Saluda Grade Income Master Fund Ltd | Saluda Grade Asset Management LLC | $536.5M |
| Regan Credit Offshore Operating Fund, LP | Regan Capital, LLC | $333.9M |
| Broadview Group Holdings, LLC | Broadview Management, LLC | $296.4M |
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| As prime broker | 2 funds |
| As custodian | 17 funds |