Stifel Financial
Custodian
Private funds
13
Advisory firms
3
About Stifel Financial
Stifel Financial is named as a custodian on Form ADV filings for 13 private funds across 3 SEC-registered advisers.
Largest fund clients
13 funds| Fund | Manager | Gross assets |
|---|---|---|
| Warberg Ca Fund LP | Warberg Asset Management LLC | $591.5M |
| Lock 8 Fund III LP | Lock 8 Partners LLC | $182.2M |
| Union Grove Partners Venture Access Fund Ii-B, LP | Ugvp Management, LLC | $160.8M |
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| As custodian | 13 funds |