Intertrust

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

Total plan assets

$7.4B

Filings (rows)

Direct comp

$3.0M

Indirect comp

Aggregating 3 name variants under "INTERTRUST"

Click a variant to view it alone

INTERTRUST & FUND SERVICES12 INTERTRUST7 INTERTRUST CORPORATE SERVICES CAYM1

SERVICES PROVIDED

Other service providers20

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Goldentree Asset Management Goldentree Multi-Sector Fund Offshore Erisa, Ltd. · all filings	NEW YORK, NY	Other service providers	—	$1.2B	$51K	$0
Blue Rock Advisors, LLC Blue Rock Capital Fund, LP · all filings	WAYZATA, MN	Other service providers	0	$1.0B	$690K	$0
JPMorgan Chase Bank, N.A. Global Emerging Markets Discovery Fund, LLC · all filings	NEW YORK, NY	Other service providers	—	$817.1M	$26K	$0
Blue Rock Advisors, LLC Blue Rock Capital Fund, LP · all filings	EXCELSIOR, MN	Other service providers	0	$705.6M	$546K	$0
Blue Rock Advisors, LLC Blue Rock Liquid Alpha Fund, L.P. · all filings	WAYZATA, MN	Other service providers	0	$622.5M	$658K	$0
Goldentree Asset Management Goldentree High Yield Value Fund Offshore (Strategic), Ltd. · all filings	NEW YORK, NY	Other service providers	—	$496.1M	$30K	$0
Blue Rock Advisors, LLC Blue Rock Equity Plus Fund, LP · all filings	EXCELSIOR, MN	Other service providers	0	$442.7M	$63K	$0
Goldentree Asset Management Goldentree High Yield Value Fund Offshore (Strategic), Ltd. · all filings	NEW YORK, NY	Other service providers	—	$428.2M	$17K	$0
Blue Rock Advisors, LLC Blue Rock Equity Plus Fund, LP · all filings	WAYZATA, MN	Other service providers	0	$375.5M	$64K	$0
Blue Rock Advisors, LLC Blue Rock Liquid Alpha Fund, L.P. · all filings	EXCELSIOR, MN	Other service providers	0	$339.2M	$584K	$0
Goldentree Asset Management Goldentree High Yield Value Fund Offshore (Strategic), Ltd. · all filings	NEW YORK, NY	Other service providers	—	$332.3M	$9K	$0
Blue Rock Advisors, LLC Blue Rock Plus Fund, L.P. - Partnership Segregated Portfolio a · all filings	EXCELSIOR, MN	Other service providers	0	$143.4M	$40K	$0
Blue Rock Advisors, LLC Blue Rock Plus Fund, L.P. - Partnership Segregated Portfolio a · all filings	WAYZATA, MN	Other service providers	0	$113.3M	$42K	$0
Goldman Sachs Hedge Fund Strategies, LLC Hedge Fund Opportunities INST Ltd. · all filings	JERSEY CITY, NJ	Other service providers	—	$91.2M	$10K	$0
Goldman Sachs Hedge Fund Strategies, LLC Hedge Fund Opportunities INST Ltd. · all filings	JERSEY CITY, NJ	Other service providers	—	$88.9M	$9K	$0
Goldman Sachs Hedge Fund Strategies, LLC Hedge Fund Opportunities INST Ltd. · all filings	JERSEY CITY, NJ	Other service providers	—	$83.2M	$9K	$0
Blue Rock Advisors, LLC Blue Rock Fixed Income Plus Fund, L.P. · all filings	EXCELSIOR, MN	Other service providers	0	$25.1M	$40K	$0
Blue Rock Advisors, LLC Blue Rock Fixed Income Plus Fund, L.P. · all filings	WAYZATA, MN	Other service providers	0	$24.1M	$42K	$0
Blue Rock Advisors, LLC Blue Rock Plus Fund, L.P. - Partnership Segregated Portfolio B · all filings	EXCELSIOR, MN	Other service providers	0	$21.2M	$40K	$0
Blue Rock Advisors, LLC Blue Rock Plus Fund, L.P. - Partnership Segregated Portfolio B · all filings	WAYZATA, MN	Other service providers	0	$20.6M	$42K	$0