Bmo Asset Management Corp.
$111M reported client assets across 2 advisory firms in FY2022 annual amendments
Reported client assets over time
Same-firm comparison: 2 firms that reported Bmo Asset Management Corp. 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: 1 cohort firms.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| 1492 Capital Management, Llc | $71.5M | $175M | 40.9% | 03/31/2023 |
| Saga Partners Llc | $39.7M | $135M | 29.3% | 03/30/2023 |
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.