Julius Baer
$461M reported client assets across 4 advisory firms in FY2025 annual amendments
Reported client assets over time
Same-firm comparison: 3 firms that reported Julius Baer in both FY2024 and FY2025 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. 2019, 2020, 2021, 2022, 2023 are shown but partial — only FY2019: 1 cohort firms, FY2020: 1 cohort firms, FY2021: 1 cohort firms, FY2022: 1 cohort firms, FY2023: 1 cohort firms.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Prometheus Wealth Management Sam | $288M | $1.2B | 23.2% | 03/05/2026 |
| South Street Advisors, Llc | $84.0M | $906M | 9.3% | 03/31/2026 |
| Reyl Overseas Ltd. | $67.9M | $462M | 14.7% | 03/18/2026 |
| Amberlake Partners Sam | $20.7M | $97.1M | 21.3% | 03/19/2026 |
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.