Bessemer Trust
$161M reported client assets across 3 advisory firms in FY2022 annual amendments
Reported client assets over time
$161M
$294M
2017
2022
Same-firm comparison: 3 firms that reported Bessemer Trust in both FY2021 and FY2022 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 are shown but partial — only FY2017: 1 cohort firms, FY2018: 1 cohort firms.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| N | $127M | $744M | 17.1% | 03/14/2023 |
| Lone Peak Partners Management Lp | $29.9M | $97.9M | 30.5% | 03/29/2023 |
| Ridgeview Asset Management Partners, Llc | $3.9M | $209M | 1.9% | 03/30/2023 |
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.