Lgt Bank Ag
$113M reported client assets across 2 advisory firms in FY2019 annual amendments
Reported client assets over time
$41.8M
$116M
2017
2019
Same-firm comparison: 2 firms that reported Lgt Bank Ag 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: 1 cohort firms.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Capeview Capital Llp | $78.1M | $1.2B | 6.7% | 03/26/2020 |
| Coburn Barrett, Llc | $34.8M | $227M | 15.3% | 03/30/2020 |
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.