Firms by custodian
Registered investment advisers that custody at Bank Julius Baer & Co
Search the full directory by firm name, city, state, CRD number or custodian.
8 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| J. Stern & Co. | London | $2.23B |
| Alpen Partners International AG | Freienbach | $2.03B |
| Galilei Investment Office | London | $996M |
| Swisspartners Advisors Ag | Zurich | $892M |
| Litvak Wealth | Norwalk, CT | $536M |
| Margna Peak Advisors AG | Zurich | $372M |
| Pilotage Private Wealth AG | Zurich | $228M |
| Strategic Swiss Advisors AG | Wollerau | $220M |
- Headquarters
- London
- Regulatory AUM
- $2.23B
- Headquarters
- Freienbach
- Regulatory AUM
- $2.03B
- Headquarters
- London
- Regulatory AUM
- $996M
- Headquarters
- Zurich
- Regulatory AUM
- $892M
- Headquarters
- Norwalk, CT
- Regulatory AUM
- $536M
- Headquarters
- Zurich
- Regulatory AUM
- $372M
- Headquarters
- Zurich
- Regulatory AUM
- $228M
- Headquarters
- Wollerau
- Regulatory AUM
- $220M
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 Bank Julius Baer & Co here says only what the filing says, and implies nothing about either firm's service.