Cibc Bank Usa
$234M reported client assets across 2 advisory firms in FY2021 annual amendments
Reported client assets over time
$206M
$228M
2017
2021
Same-firm comparison: 1 firms that reported Cibc Bank Usa in both FY2020 and FY2021 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 |
|---|---|---|---|---|
| Zuckerman Investment Group, Llc | $228M | $1.2B | 19.8% | 03/31/2022 |
| Chesapeake Capital Corporation | $5.9M | $124M | 4.8% | 03/16/2022 |
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.