Caceis
$7.5B reported client assets across 4 advisory firms in FY2025 annual amendments
Reported client assets over time
$5.3B
$7.3B
2022
2025
Same-firm comparison: 1 firms that reported Caceis 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.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Candriam, Société En Commandite Par Actions | $7.3B | $155B | 4.7% | 03/31/2026 |
| Ares Capital Management Ii Llc | $141M | $19.6B | 0.7% | 03/27/2026 |
| Scharf Investments, Llc | $109M | $4.2B | 2.6% | 03/19/2026 |
| Rwc Asset Management Llp | $10.3M | $17.3B | 0.1% | 03/25/2026 |
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.