U.S. Trust Company
$1.1B reported client assets across 6 advisory firms in FY2018 annual amendments
Reported client assets over time
$678M
$1.1B
2017
2018
Same-firm comparison: 4 firms that reported U.S. Trust Company in both FY2017 and FY2018 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 |
|---|---|---|---|---|
| Oakmont Corporation | $487M | $783M | 62.1% | 03/29/2019 |
| Systematic Alpha Investments, Llc | $286M | $286M | 100.0% | 02/12/2019 |
| Deuterium Capital Management, Llc | $136M | $893M | 15.2% | 03/29/2019 |
| Lagoda Investment Management, L.P. | $121M | $276M | 43.9% | 03/25/2019 |
| Cauble & Harre Wealth Management, Inc. | $39.2M | $162M | 24.2% | 03/21/2019 |
| Branson Frank A Inc | $30.7M | $224M | 13.7% | 03/05/2019 |
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.