Computershare Trust Company, N.A.
$16.8B reported client assets across 10 advisory firms in FY2025 annual amendments
Reported client assets over time
Same-firm comparison: 7 firms that reported Computershare Trust Company, N.A. 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. 2020, 2021, 2022, 2023 are shown but partial — only FY2020: 1 cohort firms, FY2021: 1 cohort firms, FY2022: 3 cohort firms, FY2023: 5 cohort firms.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Blackstone Liquid Credit Advisors I Llc | $7.3B | $51.6B | 14.1% | 03/30/2026 |
| Invictus Capital Management, Lp | $2.8B | $7.3B | 38.9% | 03/31/2026 |
| Sixth Street Advisers, Llc | $2.2B | $102B | 2.1% | 03/31/2026 |
| Nxt Capital Investment Advisers, Llc | $2.0B | $6.5B | 30.4% | 06/27/2025 |
| Lbc Credit Management, L.P. | $925M | $3.2B | 28.6% | 03/31/2026 |
| Dwight Securities Management Llc | $842M | $4.6B | 18.5% | 03/31/2026 |
| Bayview Asset Management, Llc | $403M | $64.2B | 0.6% | 03/18/2026 |
| The Palisades Group, Llc | $327M | $27.8B | 1.2% | 03/26/2026 |
| Tilden Park Capital Management Lp | $64.1M | $6.8B | 0.9% | 03/30/2026 |
| Alerce Investment Management, L.P. | $4.0M | $227M | 1.8% | 03/27/2026 |
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.