U.S. Trust Company Of Delaware
$1.7B reported client assets across 2 advisory firms in FY2018 annual amendments
Reported client assets over time
$1.6B
$1.8B
2017
2018
Same-firm comparison: 1 firms that reported U.S. Trust Company Of Delaware 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 |
|---|---|---|---|---|
| First Eagle Investment Management, Llc | $1.6B | $92.7B | 1.7% | 03/29/2019 |
| Karani Asset Management Llc | $119M | $328M | 36.4% | 03/07/2019 |
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.