Firms by custodian
Registered investment advisers that custody at Axis Bank Limited
Search the full directory by firm name, city, state, CRD number or custodian.
3 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| 360 One Asset Management Limited | Mumbai,maharashtra | $4.31B |
| Avendus Wealth Management Private Limited | Mumbai | $2B |
| Old Bridge Capital Management Private Limited | Mumbai | $224M |
- Headquarters
- Mumbai,maharashtra
- Regulatory AUM
- $4.31B
- Headquarters
- Mumbai
- Regulatory AUM
- $2B
- Headquarters
- Mumbai
- Regulatory AUM
- $224M
Figures are from each firm's most recent Form ADV and are dated on its profile. Listing here is a matter of public record, not a recommendation.
About this list
A custodian holds client accounts; the adviser directs them but does not take possession of the money. Form ADV Schedule D, Section 5.K.(3) requires an adviser to name every custodian holding 10% or more of its separately managed account assets, which is where this list comes from.
A firm may use several custodians, so it can appear on more than one of these lists, and smaller custodial relationships below the 10% threshold are not reported at all. Naming Axis Bank Limited here says only what the filing says, and implies nothing about either firm's service.