Firms by custodian
Registered investment advisers that custody at Banco Santander International
Search the full directory by firm name, city, state, CRD number or custodian.
6 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| Finaccess Advisors | Miami, FL | $4.11B |
| Larch Capital Partners | Miami, FL | $3B |
| Meridiana MFO | Coral Gables, FL | $442M |
| Lynx Advisory Partners | Coral Gables, FL | $221M |
| Stonex International Advisors | Miami, FL | $107M |
| EuroCapital Advisors | Miami, FL | $104M |
- Headquarters
- Miami, FL
- Regulatory AUM
- $4.11B
- Headquarters
- Miami, FL
- Regulatory AUM
- $3B
- Headquarters
- Coral Gables, FL
- Regulatory AUM
- $442M
- Headquarters
- Coral Gables, FL
- Regulatory AUM
- $221M
- Headquarters
- Miami, FL
- Regulatory AUM
- $107M
- Headquarters
- Miami, FL
- Regulatory AUM
- $104M
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 Banco Santander International here says only what the filing says, and implies nothing about either firm's service.