RIA Intelligence

UMB BANK

SALT LAKE CITY, Utah, United States

Funds Served
62
Total GAV
$10B

Funds

Fund Name Adviser Type GAV
MWEF 3 NWQ, LP TAYLOR DERRICK CAPITAL, L.L.C. Real Estate Fund $56.7M
ELMTREE U.S. NET LEASE FUND V-B, LP ELMTREE FUNDS, LLC Real Estate Fund $53.4M
ELMTREE U.S. NET LEASE FUND V-B, LP ELMTREE FUNDS, LLC Real Estate Fund $53.4M
MOUNTAIN WEST NOTES QP, LLC TAYLOR DERRICK CAPITAL, L.L.C. Other Private Fund $52M
TD EQUITY FUND 7, LP TAYLOR DERRICK CAPITAL, L.L.C. Real Estate Fund $45.2M
TDEF 8 MH, LP TAYLOR DERRICK CAPITAL, L.L.C. Real Estate Fund $37.6M
TDEF 5 MHOZ, LP TAYLOR DERRICK CAPITAL, L.L.C. Real Estate Fund $34.1M
TDEF POWER RANCH, LP TAYLOR DERRICK CAPITAL, L.L.C. Real Estate Fund $21.2M
CONNECTICUT GROWTH FUND II, LIMITED PARTNERSHIP IRONWOOD CAPITAL CONNECTICUT I LLC Private Equity Fund $15.9M
CONNECTICUT GROWTH FUND II, LIMITED PARTNERSHIP IRONWOOD CAPITAL CONNECTICUT I LLC Private Equity Fund $15.9M
SAF INVICTUS OPPORTUNITY FUND II, L.P SAF ADVISORS LLC Private Equity Fund $15.1M
ADVANTAGE CAPITAL CONNECTICUT PARTNERS I, LIMITED PARTNERSHIP IRONWOOD CAPITAL CONNECTICUT I LLC Private Equity Fund $13M
ADVANTAGE CAPITAL CONNECTICUT PARTNERS I, LIMITED PARTNERSHIP IRONWOOD CAPITAL CONNECTICUT I LLC Private Equity Fund $13M
SAF EUROPE REALTY PARTNERS II (H.I.G.), L.P. SAF ADVISORS LLC Private Equity Fund $12.9M
CROSS OCEAN AVIATION FUND I (SAF), L.P. SAF ADVISORS LLC Private Equity Fund $9.4M
MOUNTAIN WEST NOTES, LLC TAYLOR DERRICK CAPITAL, L.L.C. Other Private Fund $8.9M
RALLYDAY LF CO-INVESTORS LP RALLYDAY PARTNERS, LLC Private Equity Fund $7.3M
RALLYDAY LF CO-INVESTORS LP RALLYDAY PARTNERS, LLC Private Equity Fund $7.3M
TDEF 9 AZ, LP TAYLOR DERRICK CAPITAL, L.L.C. Real Estate Fund $6.9M
MOUNT WILSON GLOBAL FUND, L.P. FIRST WILSHIRE SECURITIES MANAGEMENT, INC. Hedge Fund $6M
MW EQUITY FUND I, LP TAYLOR DERRICK CAPITAL, L.L.C. Real Estate Fund $5M
TDEF 6 MAYFLOWER, LP TAYLOR DERRICK CAPITAL, L.L.C. Real Estate Fund $3.6M
SATORI NEURO CO-INVEST LP SATORI CAPITAL, LLC Private Equity Fund $3.3M
VNIM09 VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. Other Private Fund $3.3M
FORTIS PRIVATE STRATEGIES I, LLC FORTIS ADVISORS, LLC Securitized Asset Fund $3.1M