Heritage Bank | Fund Custodian

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Heritage Bank
Role	Fund Custodian
Rank	#3433 by total fund AUM
Funds	16
Fund AUM	195.9 M

Cumulative Funds

Fund	Firm	Onset	AUM
Freestone Advantage Partners III LP	Freestone Capital Management LLC	2018	35.2 M
HG Capital VIII LLC	HG Capital LLC	2012	31.3 M
Oak Harbor Capital NPL VII LLC	Oak Harbor Capital LLC	2019	27.8 M
Argolica LLC	Oak Harbor Capital LLC	2020	20.0 M
HG Capital Xi LLC	HG Capital LLC	2017	19.7 M
Limosa LLC	Oak Harbor Capital LLC	2019	18.7 M
HG Capital X LLC	HG Capital LLC	2014	12.3 M
Lakeside Income & Growth Fund LLC	Marshall & Sullivan Inc	2014	8.0 M
HG Capital IX LLC	HG Capital LLC	2012	5.7 M
Fresno Tucson Retirement Investors LLC	Marshall & Sullivan Inc	2012	3.9 M
Southwest Land Development LLC	Marshall & Sullivan Inc	2012	3.5 M
HG Capital VII LLC	HG Capital LLC	2012	3.0 M
Oak Harbor Capital XII LLC	Oak Harbor Capital LLC	2019	2.7 M
Arundina LLC	Oak Harbor Capital LLC	2019	1.9 M
Lakeside Aggressive Growth Fund LLC	Marshall & Sullivan Inc	2012	1.2 M
Real Estate Investment Opportunity LLC	Marshall & Sullivan Inc	2012	0.9 M
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