Dorsey And Whitney Trust Company, Llc
$203M reported client assets across 3 advisory firms in FY2020 annual amendments
Reported client assets over time
$45.6M
$109M
2017
2020
Same-firm comparison: 2 firms that reported Dorsey And Whitney Trust Company, Llc in both FY2019 and FY2020 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 |
|---|---|---|---|---|
| Epiq Partners, Llc | $94.8M | $410M | 23.1% | 02/22/2021 |
| Asset Consulting Group, Llc | $74.6M | $381M | 19.6% | 03/31/2021 |
| First Washington Corporation | $34.1M | $309M | 11.0% | 12/21/2020 |
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.