Fiduciary Trust Company International
$6.0B reported client assets across 9 advisory firms in FY2024 annual amendments
Reported client assets over time
Same-firm comparison: 8 firms that reported Fiduciary Trust Company International in both FY2023 and FY2024 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: 3 cohort firms, FY2018: 4 cohort firms, FY2019: 5 cohort firms, FY2020: 5 cohort firms, FY2021: 6 cohort firms.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Cannell & Spears Llc | $2.3B | $6.3B | 36.3% | 01/17/2025 |
| Williams Jones Wealth Management, Llc | $1.5B | $11.6B | 12.7% | 03/20/2025 |
| Beck, Mack & Oliver Llc | $751M | $5.9B | 12.7% | 03/24/2025 |
| Mozaic, Llc | $638M | $4.1B | 15.7% | 03/19/2025 |
| Douglass Winthrop Advisors Llc | $557M | $5.8B | 9.6% | 03/31/2025 |
| Lagoda Investment Management, L.P. | $122M | $304M | 40.2% | 03/28/2025 |
| Siharum Advisors, Llc | $57.6M | $590M | 9.8% | 03/07/2025 |
| Karani Asset Management Llc | $41.0M | $130M | 31.4% | 01/17/2025 |
| Pullen Investment Management, Llc | $27.5M | $184M | 14.9% | 03/06/2025 |
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.