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UMB Financial Services

Custodian
Private funds
83
Advisory firms
12

About UMB Financial Services

UMB Financial Services is named as a custodian on Form ADV filings for 83 private funds across 12 SEC-registered advisers. It appears in multiple roles across filings: custodian, administrator.

Largest fund clients

83 funds
FundManagerGross assets
Whitehawk IV Master Fund L.P.Whitehawk Capital Partners LP$549.6M
Whitehawk IV Onshore Fund, L.P.Whitehawk Capital Partners LP$533.6M
Grove Street Holdings, L.L.C.Castlelake, L.P.$427.1M
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Coverage

As custodian80 funds
As administrator50 funds