Stifel
Private fund custodian · 550 private funds on SEC Form ADV
Advisers' Form ADV filings name Stifel as custodian to 402, marketer or placement agent to 145 and prime broker to 28 private funds, 550 funds in all. It ranks No. 36 of 842 custodians by number of private funds served.
Rankings
Funds served, by type
- Private equity funds249
- Venture capital funds182
- Hedge funds60
- Other private funds50
- Real estate funds9
Where its clients are
State of the funds' U.S. advisers.
- New York242
- California64
- Texas56
- Connecticut32
- Missouri27
- Maryland20
- Massachusetts19
- Florida12
- Pennsylvania11
- Virginia10
- Illinois6
- North Carolina5
Where the funds are organized
- United States400
- Cayman Islands134
- Canada7
- Luxembourg7
- Bermuda1
- Guernsey1
Private funds that name Stifel (128 listed here)
422 more funds name Stifel: feeder funds, single-deal vehicles and funds listed from Form D, shown on their own or their adviser's pages.
Names as filed
Stifel, Nicolaus & Company, Incorporated; Stifel Bank; Stifel Financial Corp.; Stifel, Nicolaus & Co., Inc.; Stifel Bank & Trust; Stifel, Nicolaus & Company; Stifel Nicolaus Europe Limited; Stifel; Stifel Bank and Trust; Stifel Independent Advisors, LLC; Stifel Nicolaus; Stifel Nicolaus & Company, Incorporated
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.