U. S. Bank Institution & Trust
$246M reported client assets across 2 advisory firms in FY2021 annual amendments
Reported client assets over time
$84.0M
$246M
2017
2021
Same-firm comparison: 2 firms that reported U. S. Bank Institution & Trust in both FY2020 and FY2021 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 is shown but partial — only FY2017: 1 cohort firms.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Bowie Capital Management, Llc | $173M | $1.6B | 10.6% | 03/24/2022 |
| Private Harbour Investment Management & Counsel Llc. | $73.7M | $190M | 38.7% | 03/01/2022 |
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.