National Australia Bank Limited
$13.7B reported client assets across 7 advisory firms in FY2019 annual amendments
Reported client assets over time
$2.7B
$5.9B
2017
2019
Same-firm comparison: 5 firms that reported National Australia Bank Limited in both FY2018 and FY2019 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: 2 cohort firms.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Macquarie Investment Management Global Limited | $7.7B | $53.5B | 14.3% | 06/28/2019 |
| C Worldwide Asset Management Fondsmaeglerselskab A/S | $1.9B | $19.0B | 10.0% | 03/26/2020 |
| Resolution Capital Limited | $1.3B | $5.8B | 23.0% | 08/30/2019 |
| Kiltearn Partners Llp | $1.2B | $10.7B | 11.4% | 04/08/2019 |
| Muzinich & Co., Inc. | $549M | $34.2B | 1.6% | 03/29/2020 |
| Clearbridge Investment Management Limited | $532M | $5.9B | 9.1% | 06/28/2019 |
| Alphacat Managers Ltd. | $462M | $4.4B | 10.5% | 03/27/2020 |
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.