Bank Of America Private Bank
$1.8B reported client assets across 6 advisory firms in FY2022 annual amendments
Reported client assets over time
$1.1B
$2.4B
2019
2022
Same-firm comparison: 6 firms that reported Bank Of America Private Bank in both FY2021 and FY2022 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. 2019 is shown but partial — only FY2019: 4 cohort firms. No matched data for FY2017, FY2018.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Pine Ridge Advisers Llc | $734M | $2.7B | 27.6% | 03/27/2023 |
| Oakmont Corporation | $555M | $2.1B | 26.2% | 03/30/2023 |
| Miller Investment Management, Lp | $327M | $5.1B | 6.4% | 03/31/2023 |
| Lagoda Investment Management, L.P. | $147M | $322M | 45.5% | 03/06/2023 |
| South Street Advisors, Llc | $53.3M | $624M | 8.6% | 03/30/2023 |
| Capital Ideas, Llc | $23.2M | $230M | 10.1% | 03/06/2023 |
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.