UMB Financial
Custodian
Private funds
27
Advisory firms
10
About UMB Financial
UMB Financial is named as a custodian on Form ADV filings for 27 private funds across 10 SEC-registered advisers. It appears in multiple roles across filings: custodian, administrator.
Largest fund clients
27 funds| Fund | Manager | Gross assets |
|---|---|---|
| Gsp 4.0 Fund-A, L.P. | Garnett Station Partners, LLC | $1.07B |
| Stonepeak-Plus Infrastructure Fund LP | Stonepeak Partners LP | $397.7M |
| Alidade Capital Fund V, LP | Alidade Capital, LLC | $358.1M |
| Newbury Equity Partners VI L.P. | Bridge Multifamily Fund Manager LLC | $342.4M |
| Oaktree Insurance Dedicated Fund II Series of the Sali Multi-Series Fund, L.P. | Sali Fund Management, LLC | $220.1M |
| Mbc Private Equity Fund II LP | Seneca Management LLC | $164.5M |
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| As custodian | 25 funds |
| As administrator | 2 funds |