Dtcc
$1.2B reported client assets across 2 advisory firms in FY2025 annual amendments
Reported client assets over time
$6.4M
$14.9M
2023
2025
Same-firm comparison: 1 firms that reported Dtcc in both FY2024 and FY2025 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 |
|---|---|---|---|---|
| Black Lake Investments Llc | $1.2B | $1.2B | 100.0% | 03/30/2026 |
| Beanstox Inc. | $14.9M | $14.9M | 100.0% | 03/16/2026 |
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.