Citizens Private Bank
Private fund custodian · 4 offices named in filings · 24 private funds on SEC Form ADV
Advisers' Form ADV filings name Citizens Private Bank as custodian to 24 private funds. It ranks No. 224 of 665 custodians by number of private funds served.
Rankings
Funds served, by type
- Venture capital funds17
- Hedge funds3
- Private equity funds2
- Real estate funds1
- Other private funds1
Offices named in SEC filings
The office each fund's adviser names for Citizens Private Bank on Form ADV, with the number of funds naming it. A fund can name more than one office. Place names are as filed and can contain errors.
- Menlo Park, California15 funds
- New York, New York1 fund
- Providence, Rhode Island7 funds
- Riverside, Rhode Island2 funds
Where its clients are
State of the funds' U.S. advisers.
- California14
- Texas3
- North Carolina1
- New York1
Where the funds are organized
- United States22
- Cayman Islands1
- Luxembourg1
Private funds that name Citizens Private Bank (6 listed here)
18 more funds name Citizens Private Bank: feeder funds, single-deal vehicles and funds listed from Form D, shown on their own or their adviser's pages.
Names as filed
Citizens Private Bank
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.