Delaware Charter Guarantee & Trust Company
$563M reported client assets across 2 advisory firms in FY2023 annual amendments
Reported client assets over time
$52.3M
$531M
2022
2023
Same-firm comparison: 1 firms that reported Delaware Charter Guarantee & Trust Company in both FY2022 and FY2023 annual amendments (ADV Item 5.K.(3)). Fiscal years come directly from the SEC filing-type table; filing dates are not used as a year-end proxy. No matched data for FY2021.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Commerce Street Investment Advisor, Llc | $531M | $745M | 71.3% | 03/28/2024 |
| Macroview Investment Management Llc | $32.1M | $271M | 11.8% | 02/29/2024 |
From Form ADV Schedule D 5.K.(3): custodians named at the 10%-of-SMA-assets threshold, with reported dollar amounts. "Share" is reported amount as a share of the firm's total regulatory AUM.