Citibank
$821B reported client assets across 107 advisory firms in FY2024 annual amendments
Reported client assets over time
$300B
$768B
2017
2024
Same-firm comparison: 90 firms that reported Citibank in both FY2023 and FY2024 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 are shown but partial — only FY2017: 30 cohort firms, FY2018: 40 cohort firms, FY2019: 46 cohort firms, FY2020: 50 cohort firms, FY2021: 57 cohort firms.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Guggenheim Partners Investment Management, Llc | $102B | $229B | 44.4% | 03/31/2025 |
| Legal & General Investment Management America Inc. | $95.5B | $233B | 41.0% | 03/31/2025 |
| Sammons Financial Group Asset Management, Llc | $86.6B | $110B | 78.9% | 03/31/2025 |
| Keyridge Asset Management Limited | $70.1B | $136B | 51.7% | 03/28/2025 |
| Pgim, Inc. | $60.8B | $1.0T | 5.9% | 03/28/2025 |
| Blackstone Isg I Advisors L.L.C. | $45.0B | $156B | 28.9% | 03/28/2025 |
| Aegon Usa Investment Management, Llc | $38.0B | $86.3B | 44.0% | 03/28/2025 |
| Principal Global Investors, Llc | $31.7B | $364B | 8.7% | 03/31/2025 |
| Sun Life Capital Management (U.S.) Llc | $29.1B | $69.1B | 42.1% | 03/28/2025 |
| Aegon Asset Management Uk Plc | $27.6B | $43.4B | 63.7% | 03/28/2025 |
| Blackstone Credit Systematic Strategies Llc | $14.2B | $30.1B | 47.4% | 03/28/2025 |
| Axa Investment Managers Us Inc | $14.1B | $91.1B | 15.5% | 03/31/2025 |
| New England Asset Management, Inc. | $14.1B | $103B | 13.6% | 03/28/2025 |
| N | $11.9B | $15.0B | 79.5% | 03/27/2025 |
| Dws Investment Management Americas, Inc. | $11.6B | $193B | 6.0% | 03/31/2025 |
| Hartford Investment Management Company | $10.4B | $114B | 9.1% | 03/27/2025 |
| Blackstone Asset Based Finance Advisors Lp | $9.6B | $53.3B | 17.9% | 03/28/2025 |
| Ares Management Llc | $9.3B | $359B | 2.6% | 03/31/2025 |
| Goldman Sachs Asset Management (Hong Kong) Limited | $8.9B | $12.9B | 68.7% | 03/31/2025 |
| Ppm America, Inc. | $8.9B | $74.5B | 11.9% | 03/31/2025 |
| Citigroup Global Markets Inc. | $8.7B | $46.9B | 18.6% | 03/27/2025 |
| Blackstone Real Estate Special Situations Advisors L.L.C. | $8.3B | $64.3B | 12.9% | 03/28/2025 |
| Pgim Limited | $8.0B | $65.2B | 12.2% | 03/28/2025 |
| Blackstone Liquid Credit Advisors I Llc | $7.7B | $38.9B | 19.7% | 03/28/2025 |
| Aqr Capital Management, Llc | $5.7B | $161B | 3.5% | 03/28/2025 |
| Ashmore Investment Management Ltd | $5.0B | $42.6B | 11.8% | 09/27/2024 |
| Empower Capital Management, Llc | $4.9B | $68.3B | 7.2% | 03/31/2025 |
| Siguler Guff Advisers Llc | $4.1B | $16.9B | 24.6% | 03/26/2025 |
| Morgan Stanley Investment Management Company | $3.0B | $10.1B | 29.5% | 03/21/2025 |
| Springs Capital (Hong Kong) Limited | $2.8B | $5.5B | 50.5% | 03/27/2025 |
| E.P.G., Incorporated | $2.7B | $3.5B | 76.7% | 03/26/2025 |
| Neuberger Berman Europe Limited | $2.6B | $80.0B | 3.2% | 03/31/2025 |
| Aquarian Holdings Investment Management Llc | $2.6B | $20.7B | 12.4% | 03/31/2025 |
| Sixth Street Advisers, Llc | $2.5B | $80.0B | 3.1% | 03/31/2025 |
| Cephei Capital Management (Hong Kong) Limited | $2.4B | $4.9B | 49.0% | 03/31/2025 |
| Neuberger Berman Asia Limited | $2.3B | $6.9B | 33.8% | 03/28/2025 |
| Abrdn Asia Limited | $2.2B | $43.4B | 5.0% | 03/26/2025 |
| Abrdn Investments Limited | $2.2B | $176B | 1.2% | 03/26/2025 |
| Hosking Partners Llp | $2.1B | $5.5B | 38.5% | 03/26/2025 |
| Fermat Capital Management, Llc | $2.0B | $11.1B | 18.5% | 03/28/2025 |
| Quantum Advisors Private Limited | $2.0B | $2.3B | 87.5% | 06/28/2024 |
| Keywise Capital Management (Hk) Limited | $1.9B | $2.0B | 94.7% | 03/25/2025 |
| Sparx Asset Management Co., Ltd. | $1.8B | $10.4B | 17.7% | 06/20/2024 |
| Blackstone Alternative Credit Advisors Lp | $1.8B | $46.5B | 3.9% | 03/28/2025 |
| Abrdn Inc. | $1.8B | $37.6B | 4.7% | 03/27/2025 |
| Centersquare Investment Management Llc | $1.8B | $13.4B | 13.1% | 03/31/2025 |
| Fiera Capital Inc. | $1.7B | $19.6B | 8.8% | 03/25/2025 |
| Meyer Handelman Company Llc | $1.7B | $2.9B | 58.2% | 03/20/2025 |
| Green Court Capital Management Limited | $1.7B | $4.8B | 34.1% | 03/13/2025 |
| Trg Management Lp | $1.6B | $6.5B | 24.0% | 03/31/2025 |
| Amova Asset Management Uk Limited | $1.3B | $17.5B | 7.2% | 06/28/2024 |
| Nzs Capital Llc | $1.2B | $2.9B | 42.6% | 03/31/2025 |
| Aps Asset Management Pte Ltd | $1.2B | $1.8B | 68.1% | 03/24/2025 |
| Clearbridge Investment Management Limited | $1.2B | $9.6B | 12.3% | 12/13/2024 |
| Duff & Phelps Investment Management Co. | $993M | $12.2B | 8.1% | 03/28/2025 |
| Jupiter Asset Management Limited | $982M | $46.2B | 2.1% | 03/26/2025 |
| Bell Asset Management Limited | $982M | $3.1B | 32.2% | 03/25/2025 |
| Polen Capital Credit, Llc | $942M | $7.4B | 12.8% | 03/27/2025 |
| Carlyle Aviation Securities Partners Llc | $914M | $1.1B | 80.5% | 03/28/2025 |
| Itau Usa Asset Management Inc. | $877M | $6.7B | 13.2% | 03/31/2025 |
| Eagle Point Credit Management Llc | $801M | $11.2B | 7.1% | 03/31/2025 |
| Antarctica Investment Advisors, Llc | $778M | $4.7B | 16.7% | 03/31/2025 |
| Osterweis Capital Management Llc | $710M | $7.6B | 9.4% | 03/31/2025 |
| Principal Asset Management Company (Asia) Limited | $702M | $13.6B | 5.2% | 03/31/2025 |
| Stony Point Capital Llc | $680M | $1.1B | 62.3% | 03/17/2025 |
| Fondsmaeglerselskabet Maj Invest A/S | $599M | $10.7B | 5.6% | 03/31/2025 |
| Oak Root Llc | $587M | $813M | 72.2% | 03/19/2025 |
| Arena Investors, Lp | $543M | $2.7B | 20.4% | 03/31/2025 |
| Navi Intl Administradora E Gestora De Recursos Financeiros Ltda. | $526M | $556M | 94.6% | 03/31/2025 |
| T.Rowe Price Hong Kong Limited | $490M | $21.8B | 2.2% | 03/31/2025 |
| Castlekeep Investment Advisors Llc | $415M | $828M | 50.2% | 03/26/2025 |
| Obra Capital Management, Llc. | $407M | $3.6B | 11.3% | 03/31/2025 |
| Gavilan Investment Partners Llc | $385M | $445M | 86.4% | 03/25/2025 |
| Vergent Asset Management Llp | $361M | $1.2B | 30.4% | 03/27/2025 |
| Brooklands Fund Management Limited | $308M | $844M | 36.5% | 03/24/2025 |
| Ite Management L.P. | $260M | $6.0B | 4.3% | 03/31/2025 |
| Fractal Investments Llc | $258M | $683M | 37.8% | 01/27/2025 |
| Amova Asset Management Asia Limited | $244M | $10.5B | 2.3% | 06/26/2024 |
| Ivyrock Asset Management (Hk) Limited | $230M | $1.0B | 22.5% | 09/23/2024 |
| Osterweis Capital Management Inc | $214M | $452M | 47.2% | 03/31/2025 |
| Slr Capital Partners, Llc | $208M | $9.2B | 2.3% | 03/31/2025 |
| N | $176M | $184M | 95.8% | 03/25/2025 |
| Grantham Mayo Van Otterloo & Co Llc | $167M | $68.6B | 0.2% | 03/28/2025 |
| Corecommodity Management, Llc | $165M | $3.0B | 5.5% | 03/28/2025 |
| Central Family Advisors, Llc | $150M | $550M | 27.3% | 03/07/2025 |
| Angelus Investment Consulting, Inc. | $141M | $184M | 76.7% | 03/20/2025 |
| Pyrford International Ltd | $140M | $7.3B | 1.9% | 03/26/2025 |
| N | $137M | $23.7B | 0.6% | 03/28/2025 |
| N | $133M | $198M | 67.2% | 03/24/2025 |
| Barrier Capital Management, Llc | $117M | $125M | 93.3% | 03/28/2025 |
| Change Global Investment, Llc | $96.2M | $201M | 48.0% | 03/28/2025 |
| Cypress Point Investment Management Lp | $74.9M | $284M | 26.4% | 03/31/2025 |
| Willow Tree Credit Partners Lp | $66.9M | $2.4B | 2.7% | 03/31/2025 |
| Kintegral Advisory, Llc | $64.2M | $2.1B | 3.1% | 03/19/2025 |
| Chronos Capital Advisors Llc | $63.4M | $176M | 36.0% | 03/27/2025 |
| Weiss Asset Management Lp | $50.5M | $10.7B | 0.5% | 03/11/2025 |
| Oasis Investment Strategies Llc | $48.5M | $5.5B | 0.9% | 03/30/2025 |
| Putterman, Dean Eliot | $40.4M | $345M | 11.7% | 03/25/2025 |
| Doheny Asset Management, L.L.C. | $39.5M | $164M | 24.1% | 02/11/2025 |
| Picea Capital Llc | $34.8M | $173M | 20.1% | 01/22/2025 |
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.