AltMountain

Cambridge Trust

Private fund custodian · 15 private funds on SEC Form ADV

Advisers' Form ADV filings name Cambridge Trust as custodian to 15 private funds. It ranks No. 374 of 842 custodians by number of private funds served.

Rankings

Funds served, by type

  • Private equity funds10
  • Real estate funds4
  • Venture capital funds1

Where its clients are

State of the funds' U.S. advisers.

  • Massachusetts15

Where the funds are organized

  • United States15

Private funds that name Cambridge Trust (15 listed here)

Fund
Gross assets
Minimum
Owners
Adviser
Wincove Private Holdings, L.P.
Delaware, United StatesPrivate equity fund
Gross assets$176M
Minimum$250K
Owners15
AdviserWincove
Eventide Healthcare Innovation Fund I LP (F/K/A Eventide Healthcare Vc Fund I LP)
Delaware, United StatesVenture capital fund
Gross assets$66.4M
Minimum$3.0M
Owners58
AdviserEventide Asset Management, LLC
WPH Bluff, LP
Delaware, United StatesPrivate equity fund
Gross assets$61.2M
Minimum$50K
Owners13
AdviserWincove
Perennial Real Estate Fund IV, Limited Partnership
Delaware, United StatesReal estate fund
Gross assets$44.4M
Minimum$500K
Owners46
AdviserPerennial Capital Advisors, LLC
Perennial Real Estate Fund III, Limited Partnership
Delaware, United StatesReal estate fund
Gross assets$21.3M
Minimum$500K
Owners46
AdviserPerennial Capital Advisors, LLC
Perennial Real Estate Fund II, Limited Partnership
Delaware, United StatesReal estate fund
Gross assets$12.7M
Minimum$500K
Owners45
AdviserPerennial Capital Advisors, LLC
WPH Quantum, LP
Delaware, United StatesPrivate equity fund
Gross assets$9.5M
Minimum$200K
Owners15
AdviserWincove
WPH Filtration, LP
Delaware, United StatesPrivate equity fund
Gross assets$6.1M
Minimum$200K
Owners11
AdviserWincove
WPH Pump, LP
Delaware, United StatesPrivate equity fund
Gross assets$3.9M
Minimum$50K
Owners4
AdviserWincove
WPH Fortbrand, LP
Delaware, United StatesPrivate equity fund
Gross assets$2.7M
Minimum$50K
Owners15
AdviserWincove
Perennial Real Estate Fund, Limited Partnership
Delaware, United StatesReal estate fund
Gross assets$2.4M
Minimum$500K
Owners47
AdviserPerennial Capital Advisors, LLC
WPH Centerline, LP
Delaware, United StatesPrivate equity fund
Gross assets$1.5M
Minimum$250K
Owners3
AdviserWincove
WPH Rhino, LP
Delaware, United StatesPrivate equity fund
Gross assets$515K
Minimum$250K
Owners4
AdviserWincove
WPH Aloi, LP
Delaware, United StatesPrivate equity fund
Gross assets$282K
Minimum$25K
Owners5
AdviserWincove
WPH Procure, LP
Delaware, United StatesPrivate equity fund
Gross assets$165K
Minimum$50K
Owners4
AdviserWincove

Names as filed

Cambridge Trust

From SEC filings, not verified. Counts are the number of private funds whose adviser names the firm in that role on Form ADV (Schedule D, Section 7.B.(1)), in the SEC's public Form ADV data through filings made by Dec 26, 2024. A fund can name several firms in the same role. Names are grouped automatically (spelling variants and, for the largest firms, their affiliated entities), which can be incomplete. Rankings count funds only; they do not reflect quality, assets served or fees, and are not a recommendation. Corrections: hello@altmountain.com.