Alter Domus
$8.5B reported client assets across 3 advisory firms in FY2024 annual amendments
Reported client assets over time
$4.5B
$8.5B
2021
2024
Same-firm comparison: 1 firms that reported Alter Domus 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.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Cbre Investment Management Indirect Limited | $8.5B | $43.4B | 19.5% | 03/26/2025 |
| Vinci Partners Usa Llc | $26.5M | $336M | 7.9% | 03/31/2025 |
| Column Park Asset Management, Lp | $5.9M | $192M | 3.1% | 03/31/2025 |
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.