Computershare
$809M reported client assets across 4 advisory firms in FY2025 annual amendments
Reported client assets over time
$386M
$729M
2023
2025
Same-firm comparison: 3 firms that reported Computershare 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. 2023 is shown but partial — only FY2023: 1 cohort firms.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Miravast Asset Management, Llc | $386M | $1.4B | 28.3% | 03/25/2026 |
| 3650 Reit Investment Management Llc | $250M | $2.4B | 10.3% | 03/31/2026 |
| Regan Capital, Llc | $92.8M | $3.6B | 2.6% | 03/27/2026 |
| Tourmalet Advisors, Lp | $80.9M | $441M | 18.4% | 03/31/2026 |
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.