Banco Santander
$379M reported client assets across 6 advisory firms in FY2021 annual amendments
Reported client assets over time
$95.9M
$362M
2017
2021
Same-firm comparison: 5 firms that reported Banco Santander 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, 2018, 2019 are shown but partial — only FY2017: 2 cohort firms, FY2018: 2 cohort firms, FY2019: 3 cohort firms.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Chronos Capital Advisors Llc | $104M | $225M | 46.0% | 03/30/2022 |
| Cerasus Advisors Inc | $90.8M | $252M | 36.0% | 02/09/2022 |
| Todo Capital, Llc | $89.6M | $230M | 38.9% | 03/14/2022 |
| Mori Huston Partners Llc | $71.6M | $174M | 41.2% | 03/31/2022 |
| Aliya Capital Partners Llc | $17.5M | $777M | 2.3% | 04/07/2022 |
| Aqua Advisors Llc | $6.1M | $148M | 4.1% | 02/06/2022 |
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.