The Chicago Trust Company
$1.1B reported client assets across 2 advisory firms in FY2020 annual amendments
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Great Lakes Advisors, Llc | $1.1B | $8.6B | 13.3% | 03/30/2021 |
| North Shore Private Asset Management, Llc | $3.4M | $329M | 1.0% | 04/01/2021 |
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.