Carta, Inc.
$5.1M reported client assets across 1 advisory firms in FY2021 annual amendments
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Diversifi Capital Inc | $5.1M | $263M | 1.9% | 03/18/2022 |
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.