Citigroup Global Markets Inc.
$579B reported client assets across 39 advisory firms in FY2025 annual amendments
Reported client assets over time
Same-firm comparison: 30 firms that reported Citigroup Global Markets Inc. 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. 2017, 2018, 2019, 2020, 2021, 2022 are shown but partial — only FY2017: 6 cohort firms, FY2018: 10 cohort firms, FY2019: 12 cohort firms, FY2020: 15 cohort firms, FY2021: 16 cohort firms, FY2022: 21 cohort firms.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Apollo Capital Management, L.P. | $372B | $718B | 51.8% | 03/31/2026 |
| Barings Llc | $177B | $393B | 45.1% | 03/30/2026 |
| Baring International Investment Ltd | $11.1B | $22.6B | 49.0% | 03/30/2026 |
| Jpmorgan Asset Management (Asia Pacific) Limited | $3.6B | $170B | 2.1% | 03/27/2026 |
| Stelac Advisory Services Llc | $1.9B | $6.3B | 29.8% | 03/30/2026 |
| Iconiq Capital, Llc | $1.8B | $118B | 1.5% | 03/26/2026 |
| Graticule Asset Management Asia Pte. Ltd. | $1.3B | $1.5B | 87.4% | 03/25/2026 |
| Graticule Asia Macro Advisors Llc | $1.3B | $1.5B | 87.5% | 03/25/2026 |
| Coolabah Capital Institutional Investments Pty Limited | $1.1B | $9.8B | 10.8% | 09/29/2025 |
| Parvus Asset Management Jersey Limited | $988M | $11.5B | 8.6% | 06/30/2025 |
| Oak Root Llc | $903M | $920M | 98.2% | 02/25/2026 |
| First Turn Management, Llc | $807M | $900M | 89.7% | 03/25/2026 |
| Pentwater Capital Management Lp | $633M | $19.3B | 3.3% | 03/31/2026 |
| Camden Asset Management L P | $527M | $11.2B | 4.7% | 03/27/2026 |
| Ab2 Capital Partners Llc | $468M | $1.2B | 40.7% | 02/26/2026 |
| Altimeter Capital Management, Lp | $377M | $18.8B | 2.0% | 03/31/2026 |
| Caledonia (Private) Investments Pty Limited | $321M | $10.2B | 3.1% | 09/25/2025 |
| Snowwater Investment Partners, Llc | $270M | $1.3B | 20.8% | 03/27/2026 |
| Ethos Financial Group, Llc | $229M | $2.1B | 10.7% | 03/20/2026 |
| Fep Wealth, Llc | $212M | $1.4B | 15.5% | 02/24/2026 |
| Systematic Alpha Investments, Llc | $150M | $3.5B | 4.3% | 03/23/2026 |
| Brainvest Wealth Management Llc | $149M | $691M | 21.6% | 03/30/2026 |
| Morse Asset Management, Inc. | $141M | $534M | 26.3% | 03/31/2026 |
| Long Walk Management Lp | $117M | $604M | 19.4% | 03/27/2026 |
| Mori Huston Partners Llc | $114M | $242M | 47.0% | 02/10/2026 |
| Guild Investment Management, Inc. | $93.2M | $185M | 50.3% | 03/26/2026 |
| Quattro Financial Advisors Llc | $79.5M | $1.7B | 4.8% | 03/20/2026 |
| Alti Wealth Management (Us International), Inc. | $75.9M | $691M | 11.0% | 03/30/2026 |
| Stratis Capital, Llc | $69.1M | $508M | 13.6% | 03/10/2026 |
| Aqua Advisors Llc | $54.8M | $299M | 18.3% | 03/17/2026 |
| Global Kandor Advisors, Llc | $52.7M | $483M | 10.9% | 03/27/2026 |
| Ag Global Advisors Llc | $52.5M | $105M | 50.1% | 03/31/2026 |
| Angelus Investment Consulting, Inc. | $48.3M | $226M | 21.4% | 03/17/2026 |
| Gmt Capital Corp. | $40.0M | $6.9B | 0.6% | 03/17/2026 |
| Center Lake Capital Management, Llc | $39.1M | $77.9M | 50.2% | 03/25/2026 |
| Capeview Capital Llp | $38.2M | $668M | 5.7% | 03/25/2026 |
| Veltria Advisors Corp. | $22.0M | $113M | 19.4% | 03/30/2026 |
| Walnut Private Equity Partners, Llc | $11.3M | $173M | 6.6% | 02/18/2026 |
| Caterer Goodman Partners Ltd | $4.0M | $15.3M | 26.0% | 03/25/2026 |
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.