Equity Trust Company
Private fund custodian · 3 offices named in filings · 19 private funds on SEC Form ADV
Advisers' Form ADV filings name Equity Trust Company as custodian to 19 private funds. It ranks No. 264 of 665 custodians by number of private funds served.
Rankings
Funds served, by type
- Private equity funds11
- Real estate funds3
- Venture capital funds2
- Other private funds1
- Hedge funds1
- Securitized asset funds1
Offices named in SEC filings
The office each fund's adviser names for Equity Trust Company 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.
- Fort Myers, Florida1 fund
- Westlake, Ohio17 funds
- Melbourne, Australia1 fund
Where its clients are
State of the funds' U.S. advisers.
- Pennsylvania4
- Minnesota1
- California1
- Tennessee1
Where the funds are organized
- United States18
- Australia1
Private funds that name Equity Trust Company (14 listed here)
5 more funds name Equity Trust Company: feeder funds, single-deal vehicles and funds listed from Form D, shown on their own or their adviser's pages.
Names as filed
Equity Trust Company; Equity Trust; Equity Trustee Limited
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.