Bankers Trust Company
$2.1B reported client assets across 2 advisory firms in FY2021 annual amendments
Reported client assets over time
$2.1B
$2.7B
2017
2021
Same-firm comparison: 2 firms that reported Bankers Trust Company in both FY2020 and FY2021 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. 2017, 2018, 2019 are shown but partial — only FY2017: 1 cohort firms, FY2018: 1 cohort firms, FY2019: 1 cohort firms.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Btc Capital Management, Inc. | $2.0B | $4.3B | 47.8% | 03/29/2022 |
| Valiant Wealth, Llc | $59.9M | $238M | 25.2% | 03/24/2022 |
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.