Citizens Securities, Inc.
Private fund custodian · 10 private funds on SEC Form ADV
Advisers' Form ADV filings name Citizens Securities, Inc. as custodian to 10 private funds. It ranks No. 478 of 842 custodians by number of private funds served.
Rankings
Funds served, by type
- Private equity funds8
- Venture capital funds2
Where its clients are
State of the funds' U.S. advisers.
- Florida5
- New York3
- California2
Where the funds are organized
- United States6
- Cayman Islands4
Names as filed
Citizens Securities, Inc.
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.