Federal Home Loan Bank Of Des Moines
$5.6B reported client assets across 7 advisory firms in FY2023 annual amendments
Reported client assets over time
Same-firm comparison: 5 firms that reported Federal Home Loan Bank Of Des Moines in both FY2022 and FY2023 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, 2021 are shown but partial — only FY2017: 2 cohort firms, FY2018: 2 cohort firms, FY2019: 2 cohort firms, FY2020: 2 cohort firms, FY2021: 3 cohort firms.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Sentry Management Inc | $4.2B | $8.5B | 49.3% | 03/15/2024 |
| Bps Capital Management, Inc. | $503M | $3.8B | 13.3% | 01/30/2024 |
| 1505 Capital Llc | $257M | $1.6B | 15.8% | 03/29/2024 |
| Jrm Investment Counsel, L.L.C. | $204M | $742M | 27.5% | 03/22/2024 |
| Hfg Advisors, Inc. | $172M | $250M | 68.6% | 03/16/2024 |
| Accolade Investment Advisory, Llc | $162M | $1.4B | 11.9% | 03/19/2024 |
| Reliant Investment Management, Llc | $120M | $1.2B | 9.6% | 03/26/2024 |
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.