Bank Of America, National Association
$126B reported client assets across 38 advisory firms in FY2024 annual amendments
Reported client assets over time
Same-firm comparison: 29 firms that reported Bank Of America, National Association in both FY2023 and FY2024 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. 2017, 2018, 2019, 2020, 2021, 2022 are shown but partial — only FY2017: 5 cohort firms, FY2018: 11 cohort firms, FY2019: 16 cohort firms, FY2020: 19 cohort firms, FY2021: 21 cohort firms, FY2022: 23 cohort firms.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Blackrock Investment Management, Llc | $43.8B | $508B | 8.6% | 03/31/2025 |
| Nb Alternatives Advisers Llc | $39.7B | $135B | 29.4% | 03/28/2025 |
| Columbia Management Investment Advisers, Llc | $14.8B | $457B | 3.2% | 03/27/2025 |
| Antares Capital Advisers Llc | $7.5B | $41.5B | 18.1% | 03/28/2025 |
| Everett Harris & Co | $6.3B | $10.9B | 58.1% | 02/06/2025 |
| Cerity Partners Retirement Plan Advisors Llc | $4.1B | $19.0B | 21.7% | 03/31/2025 |
| Landmark Management, Llc | $2.8B | $5.8B | 47.9% | 03/28/2025 |
| Manulife Investment Management Timberland And Agriculture Inc | $2.0B | $5.6B | 34.8% | 03/31/2025 |
| American Capital Management Inc | $1.4B | $3.3B | 42.5% | 06/03/2024 |
| 26 North Partners Lp | $696M | $26.1B | 2.7% | 03/31/2025 |
| Arnhold Llc | $675M | $5.2B | 12.9% | 03/25/2025 |
| Abs Legacy Partners, Llc | $508M | $616M | 82.6% | 03/17/2025 |
| Angelo, Gordon & Co., L.P. | $286M | $101B | 0.3% | 03/28/2025 |
| Trian Fund Management, L.P. | $248M | $6.3B | 3.9% | 03/31/2025 |
| Gam Usa Inc. | $216M | $1.1B | 18.8% | 03/31/2025 |
| Anderson Hoagland & Co | $190M | $1.2B | 15.3% | 02/07/2025 |
| Montgomery Investment Management Inc | $140M | $451M | 31.1% | 02/28/2025 |
| Penn Davis Mcfarland Inc | $100M | $843M | 11.9% | 03/05/2024 |
| N | $76.5M | $1.3B | 6.0% | 03/17/2025 |
| N | $69.7M | $577M | 12.1% | 03/25/2025 |
| Lagoda Investment Management, L.P. | $63.8M | $304M | 21.0% | 03/28/2025 |
| Northern Right Capital Management, L.P. | $52.5M | $398M | 13.2% | 03/28/2025 |
| N | $50.2M | $358M | 14.0% | 03/31/2025 |
| Quinbrook Infrastructure Partners Llc | $49.5M | $6.9B | 0.7% | 03/31/2025 |
| Related Fund Management, Llc | $40.3M | $13.4B | 0.3% | 03/31/2025 |
| Ridge Creek Global, Inc. | $31.1M | $223M | 13.9% | 02/26/2025 |
| Coast Capital Management, Lp | $27.5M | $124M | 22.1% | 03/31/2025 |
| Mana Advisors Llc | $24.0M | $436M | 5.5% | 04/01/2025 |
| Crystal Rock Capital Management, Llc. | $22.7M | $178M | 12.8% | 01/31/2025 |
| Covey Capital Advisors, Llc | $20.6M | $153M | 13.5% | 03/20/2025 |
| Minerva Advisors Llc | $18.7M | $305M | 6.1% | 03/28/2025 |
| Paladin Realty Partners, Llc | $14.1M | $140M | 10.1% | 03/23/2025 |
| N | $13.9M | $222M | 6.3% | 02/05/2025 |
| Alliance Partners Llc | $6.5M | $2.2B | 0.3% | 03/24/2025 |
| Compass Rose Asset Management, Lp | $3.1M | $11.9B | 0.0% | 03/27/2025 |
| Milliman Financial Risk Management Llc | $2.2M | $41.1B | 0.0% | 03/31/2025 |
| Concorde Financial Corporation | $760K | $402M | 0.2% | 03/28/2025 |
| Intrepid Capital Management Inc | $486K | $1.2B | 0.0% | 03/27/2025 |
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.