Bank De Patrimoines Prive
$71.8M reported client assets across 1 advisory firms in FY2018 annual amendments
Reported client assets over time
$71.8M
$81.5M
2017
2018
Same-firm comparison: 1 firms that reported Bank De Patrimoines Prive in both FY2017 and FY2018 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.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Beta Capital Management Llc | $71.8M | $324M | 22.2% | 03/29/2019 |
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.