AUMdb

Ta Realty

$8.3M reported client assets across 1 advisory firms in FY2022 annual amendments

Advisory firmRAUM at custodianFirm total AUMShareAs of
Value Investment Professionals, Llc $8.3M $42.4M 19.6% 02/10/2023

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.