RIA Intelligence

UMB FINANCIAL SERVICES, INC.

SALT LAKE CITY, Utah, United States

Funds Served
196
Total GAV
$9.5B

Funds

Fund Name Adviser Type GAV
CC - QED FUND VI, LP PATHSTONE FAMILY OFFICE, LLC Private Equity Fund $16.3M
CC - QED FUND VI, LP PATHSTONE FAMILY OFFICE, LLC Private Equity Fund $16.3M
CC - QED FUND VI, LP PATHSTONE FAMILY OFFICE, LLC Private Equity Fund $16.3M
CC - TIGER GLOBAL PIP XV, L.P. PATHSTONE FAMILY OFFICE, LLC Private Equity Fund $15.1M
CC - TIGER GLOBAL PIP XV, L.P. PATHSTONE FAMILY OFFICE, LLC Private Equity Fund $15.1M
CC - TIGER GLOBAL PIP XV, L.P. PATHSTONE FAMILY OFFICE, LLC Private Equity Fund $15.1M
ELDORADO NATURAL RESOURCES FUND IV LP PATHSTONE FAMILY OFFICE, LLC Private Equity Fund $12.7M
ELDORADO NATURAL RESOURCES FUND IV LP PATHSTONE FAMILY OFFICE, LLC Private Equity Fund $12.7M
ELDORADO NATURAL RESOURCES FUND IV LP PATHSTONE FAMILY OFFICE, LLC Private Equity Fund $12.7M
KENOSHA MUNI OPPORTUNITY FUND I LP PATHSTONE FAMILY OFFICE, LLC Other Private Fund $11.4M
KENOSHA MUNI OPPORTUNITY FUND I LP PATHSTONE FAMILY OFFICE, LLC Other Private Fund $11.4M
KENOSHA MUNI OPPORTUNITY FUND I LP PATHSTONE FAMILY OFFICE, LLC Other Private Fund $11.4M
WHITEHAWK FUND III LP WHITEHAWK CAPITAL PARTNERS LP Private Equity Fund $11.3M
CC - ADDITION THREE, L.P. PATHSTONE FAMILY OFFICE, LLC Private Equity Fund $10.8M
CC - ADDITION THREE, L.P. PATHSTONE FAMILY OFFICE, LLC Private Equity Fund $10.8M
CC - ADDITION THREE, L.P. PATHSTONE FAMILY OFFICE, LLC Private Equity Fund $10.8M
CC - ADDITION ONE, L.P. PATHSTONE FAMILY OFFICE, LLC Private Equity Fund $10.7M
CC - ADDITION ONE, L.P. PATHSTONE FAMILY OFFICE, LLC Private Equity Fund $10.7M
CC - ADDITION ONE, L.P. PATHSTONE FAMILY OFFICE, LLC Private Equity Fund $10.7M
ARAPAHO PEAK REAL ESTATE FUND VIII LP PATHSTONE FAMILY OFFICE, LLC Real Estate Fund $10.5M
ARAPAHO PEAK REAL ESTATE FUND VIII LP PATHSTONE FAMILY OFFICE, LLC Real Estate Fund $10.5M
ARAPAHO PEAK REAL ESTATE FUND VIII LP PATHSTONE FAMILY OFFICE, LLC Real Estate Fund $10.5M
POTOSI PEAK IMPACT FUND LP PATHSTONE FAMILY OFFICE, LLC Private Equity Fund $10M
POTOSI PEAK IMPACT FUND LP PATHSTONE FAMILY OFFICE, LLC Private Equity Fund $10M
POTOSI PEAK IMPACT FUND LP PATHSTONE FAMILY OFFICE, LLC Private Equity Fund $10M