AUMdb

Banco Privado Portugues

$89.7M reported client assets across 1 advisory firms in FY2021 annual amendments

Advisory firmRAUM at custodianFirm total AUMShareAs of
Beta Capital Management Llc $89.7M $468M 19.1% 03/30/2022

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.