All companies and private equity entities listed are independent third parties, not affiliated with First Citizens Fund Banking.
Private funds CFOs: We have your back
When you bank with us, you get what matters.
Expertise in your private fund type:
Buyout
Energy
Fund of funds
Growth equity
Infrastructure
Private credit
Real estate
Secondaries
Venture capital
Select private funds clients
Strength as part of First Citizens Bank
Top 20
US bank by assetsD
138%
Uninsured deposits coverageD
Investment grade
rating from S&P and Moody'sD
Commitment for your funds' full lifecycles
125+
years First Citizens Bank has been in business
30+
years banking funds
100%
dedicated fund banking team across client service, credit, treasury, and foreign exchange
Relationship building with your peers and LPs
40+
curated insights-sharing events annuallyD
225+
curated LP introductions annuallyD
We can help you
Financing
- Capital call lines of credit
- Fund-guaranteed loans to portfolio companies
- Net asset value loans and lender financing
Global banking
- Cash distribution customized for funds
- Global cash management
- Foreign exchange and letters of credit
- 24/7 online banking
- Extended wire hours
Financing
- Management company working capital lines
- Financing for tenant improvements and placement agent fees
- Ownership buyout financing
- Partner lines of credit
Global banking
- Letters of credit for office leases
- Global treasury with strategic payment solutions
- Foreign exchange
- 24/7 online banking
- Extended wire hours
- Leveraged buyouts
- Add-on acquisitions
- Refinancings
- Recapitalizations
- Growth financing
- Financing solutions
- Treasury management services
- Deposits
- Insurance servicesD
- Wealth managementD
- Capital markets solutionsD
- Risk solutions
- Relevant, curated introductions to peers, service providers, and LPs
- Unique professional development events
- CFO/COO curated information sharing events, enhanced by wine tastings from our premium wine clients
- Our Private Markets Report with proprietary data and analysis on industry trends
PE operating best practices from fund CFOs/COOs and industry experts in our network
- Our survey findings from CFOs/COOs and LPs
Ask us about next steps
Head of First Citizens Fund Banking
Head of Private Equity Relationship Management
Our insights for private funds CFOs
Blog | Private Funds CFO Insights
Evolving your due diligence process to keep up with the shifting technology landscape
Third-party vendors and AI tools can be overlooked vectors for potential cybersecurity threats.
Blog | PE Operating Best Practices
Back to basics: how private funds CFOs can prepare for 2026 SEC exams
Find out what you need to prepare for 2026 SEC exams. Explore key risks and best practices for private fund CFOs and CCOs
Blog | Private Funds CFO Insights
5 cyber risk questions private funds CFOs should ask in 2026
Cybersecurity leader, Lacy Rex addresses CFOs' essential questions about cybersecurity due diligence and cyber risks, including BEC fraud, AI threats, vendor exposure and data privacy compliance.
Blog | PE Operating Best Practices
Maximizing flexibility with NAV loans
How PE and VC funds CFOs use NAV loans for fund-level liquidity – key use cases, LP considerations, and why NAV lending is gaining momentum.
Blog | Private Funds CFO Insights
Protect your portfolio from cyber attacks in three steps
Threats and their associated risks change constantly. Regular assessments can ensure you remain protected.
Source: US Federal Reserve as of 06/30/2026
Total liquidity of $90B for 2Q2026 includes $59B of on-balance sheet and $31B of contingent liquidity.
Moody’s Investor Service, S&P Global Ratings data as of 06/30/2026. All Silicon Valley Bank and First Citizens Bank data as of 06/30/2026 unless otherwise indicated.
Events and LP introductions counts as of YE2025.
Account openings and credit are subject to bank approval.
Insurance products are not insured by the FDIC or any federal government agency and are not a deposit or other obligation of, or guaranteed by, any bank or bank affiliate.
This material is for informational purposes only and is not intended to be an offer, recommendation, or solicitation to purchase or sell any security or product or to employ a specific investment strategy. First Citizens Delaware Trust Company (FCDT), an affiliate of First-Citizens Bank & Trust Company (FCB), does not represent, warrant, or guarantee that this material is accurate, complete, or suitable for any purpose or any investor, and it should not be used as a basis for investment decisions. It is not to be relied upon or used in substitution for the exercise of independent judgment. Third parties mentioned are not affiliated with FCDT or FCB.
FCDT and FCB do not provide, and nothing contained herein should be construed as, legal, tax, or accounting advice. Prior to making any investment or financial decisions, an investor should consult a legal and/or tax advisor for individualized advice that accounts for all the particular facts and circumstances of an investor's situation.
Investing involves risk, including the potential loss of money invested. Past performance does not guarantee future results. Your investments in securities and insurance products are not insured by the FDIC or any other federal government agency and may lose value. They are not deposits or other obligation of, or guarantee by, any bank or bank affiliate and are subject to investment risks, including possible loss of the principal amounts invested. There is no guarantee that a strategy will achieve its objective.
About the Entities, Brands, Products and Services Offered
First Citizens Wealth® (FCW) is a registered trademark of First Citizens BancShares, Inc., a bank holding company. The following affiliates of First Citizens BancShares, Inc. are the entities through which FCW products are offered. Banking, lending, trust products and services, and certain insurance products are offered by FCB, Member FDIC, Equal Housing Lender 
, and FCDT. Trust and fiduciary services are also offered through FCDT. Brokerage products and services are offered through First Citizens Investor Services, Inc. (FCIS), a registered broker-dealer, Member FINRA and SIPC. Advisory services are offered through FCIS, First Citizens Asset Management, Inc., and SVB Wealth LLC, all SEC registered investment advisors. Certain brokerage and advisory products and services may not be available from all investment professionals, in all jurisdictions or to all investors. Insurance products are offered through FCIS, a licensed insurance agency.
For more information, visit FirstCitizens.com/Wealth/Disclosures.
Securities and investment banking services offered through CIT Securities LLC. Member FINRA/SIPC, a subsidiary of First Citizens BancShares Inc. and a registered broker-dealer.
All credit products and loans provided by First-Citizens Bank & Trust Company are subject to underwriting, credit, and collateral approval. Financing availability may vary by state. Restrictions may apply. All information contained herein is for informational purposes only and no guarantee is expressed or implied. Rates, terms, programs, and underwriting policies are subject to change without notice. This is not a commitment to lend. Terms and conditions apply. NMLSR ID 503941
Bank deposit products are offered by First-Citizens Bank & Trust Company. Member FDIC and an Equal Housing Lender.
Foreign exchange transactions can be highly risky, and losses may occur in short periods of time if there is an adverse movement of exchange rates. Exchange rates can be highly volatile and are impacted by numerous economic, political and social factors as well as supply and demand and governmental intervention, control and adjustments. Investments in financial instruments carry significant risk, including the possible loss of the principal amount invested. Before entering any foreign exchange transaction, you should obtain advice from your own tax, financial, legal, accounting, and other advisors and only make investment decisions on the basis of your own objectives, experience and resources. Opinions expressed are our opinions as of the date of this content only. The material is based upon information which we consider reliable, but we do not represent that it is accurate or complete, and it should not be relied upon as such.
This material, including without limitation to the statistical information herein, is provided for informational purposes only. The material is based in part on information from third-party sources that we believe to be reliable but which has not been independently verified by us, and, as such, we do not represent the information is accurate or complete. The information should not be viewed as tax, accounting, investment, legal or other advice, nor is it to be relied on in making an investment or other decision. You should obtain relevant and specific professional advice before making any investment decision. Nothing relating to the material should be construed as a solicitation, offer or recommendation to acquire or dispose of any investment, or to engage in any other transaction.
Investment and insurance products are not a deposit, not FDIC-insured, not guaranteed by First Citizens, not insured by any federal government agency and may lose value.