Southstate Bank
Private fund custodian · 9 offices named in filings · 89 private funds on SEC Form ADV
Advisers' Form ADV filings name Southstate Bank as custodian to 89 private funds. It ranks No. 102 of 665 custodians by number of private funds served.
Rankings
Funds served, by type
- Other private funds29
- Private equity funds29
- Venture capital funds18
- Real estate funds12
- Hedge funds1
Offices named in SEC filings
The office each fund's adviser names for Southstate 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.
- Huntsville, Alabama8 funds
- Winter Haven, Florida43 funds
- Winter Park, Florida3 funds
- W, Florida2 funds
- Atlanta, Georgia19 funds
- Charlotte, North Carolina3 funds
- Charleston, South Carolina4 funds
- Columbia, South Carolina3 funds
- Richmond, Virginia4 funds
Where its clients are
State of the funds' U.S. advisers.
- Georgia39
- New York13
- Alabama10
- Florida8
- Virginia7
- California4
- South Carolina4
- North Carolina3
Where the funds are organized
- United States89
Private funds that name Southstate Bank (10 listed here)
79 more funds name Southstate Bank: feeder funds, single-deal vehicles and funds listed from Form D, shown on their own or their adviser's pages.
Names as filed
Southstate Bank; Southstate Bank, N.A.; Southstate Bank N.A.; South State Bank; Southstate Bank, National Association; South State Bank, N.A.; Southstate Bank, NA; Southstate Bank (Fka Atlantic Capital 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.