Premise Capital
$138M reported client assets across 1 advisory firms in FY2020 annual amendments
Reported client assets over time
$138M
$228M
2018
2020
Same-firm comparison: 1 firms that reported Premise Capital in both FY2019 and FY2020 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 |
|---|---|---|---|---|
| Rothschild Wealth Llc | $138M | $511M | 27.0% | 03/30/2021 |
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.