Keybank National Association
$1.7B reported client assets across 9 advisory firms in FY2020 annual amendments
Reported client assets over time
$1.1B
$1.4B
2017
2020
Same-firm comparison: 6 firms that reported Keybank National Association in both FY2019 and FY2020 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 |
|---|---|---|---|---|
| Alaska Permanent Capital Management, Llc | $703M | $3.2B | 21.7% | 03/29/2021 |
| Aqs Asset Management, L.L.C. | $404M | $2.9B | 13.8% | 03/05/2021 |
| N | $165M | $453M | 36.4% | 03/31/2021 |
| R.V. Kuhns & Associates, Inc. | $145M | $828M | 17.6% | 03/31/2021 |
| Oak Associates Ltd | $87.2M | $1.8B | 4.8% | 03/16/2021 |
| Lagoda Investment Management, L.P. | $77.3M | $464M | 16.7% | 03/17/2021 |
| Dock Street Asset Management Inc | $66.3M | $585M | 11.3% | 03/26/2021 |
| Sonen Capital Llc | $31.8M | $481M | 6.6% | 03/30/2021 |
| Carlyle Aviation Pdp Management Llc | $2.9M | $503M | 0.6% | 03/31/2021 |
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.