Central Pacific Bank
$324M reported client assets across 4 advisory firms in FY2022 annual amendments
Reported client assets over time
Same-firm comparison: 4 firms that reported Central Pacific Bank 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, 2019, 2020 are shown but partial — only FY2017: 1 cohort firms, FY2018: 1 cohort firms, FY2019: 1 cohort firms, FY2020: 2 cohort firms.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Focus Investment Advisors, Inc | $190M | $684M | 27.7% | 03/31/2023 |
| N | $93.7M | $744M | 12.6% | 03/02/2023 |
| Three Peaks Capital Management, Llc | $22.8M | $215M | 10.6% | 03/28/2023 |
| C.M.Bidwell & Associates Ltd | $17.4M | $179M | 9.7% | 03/08/2023 |
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.