The Bank Of Nova Scotia Trust Company
$6.2B reported client assets across 4 advisory firms in FY2023 annual amendments
Reported client assets over time
Same-firm comparison: 3 firms that reported The Bank Of Nova Scotia Trust Company in both FY2022 and FY2023 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 are shown but partial — only FY2017: 2 cohort firms, FY2018: 2 cohort firms, FY2019: 2 cohort firms, FY2020: 2 cohort firms, FY2021: 2 cohort firms.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| N | $3.8B | $34.2B | 11.3% | 01/29/2024 |
| Circle Wealth Management, Llc | $1.6B | $10.2B | 15.5% | 03/29/2024 |
| 1832 Asset Management U.S. Inc. | $572M | $787M | 72.7% | 01/26/2024 |
| Wasserstein Management, Lp | $183M | $622M | 29.4% | 03/28/2024 |
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.