Bank Of America / U.S. Trust
$253M reported client assets across 2 advisory firms in FY2025 annual amendments
Reported client assets over time
$126M
$355M
2018
2025
Same-firm comparison: 2 firms that reported Bank Of America / U.S. Trust in both FY2024 and FY2025 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. 2018, 2019 are shown but partial — only FY2018: 1 cohort firms, FY2019: 1 cohort firms.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Whalerock Point Partners, Llc | $145M | $1.0B | 14.0% | 01/16/2026 |
| Deuterium Capital Management, Llc | $108M | $635M | 17.0% | 03/19/2026 |
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.