Perpetual Trustee Company Limited
$87.5M reported client assets across 1 advisory firms in FY2026 annual amendments
Reported client assets over time
$87.5M
$87.5M
2023
2026
Same-firm comparison: 1 firms that reported Perpetual Trustee Company Limited in both FY2025 and FY2026 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 |
|---|---|---|---|---|
| Stafford Capital Partners Inc. | $87.5M | $1.8B | 4.9% | 09/22/2026 |
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.