Firms by custodian
Registered investment advisers that custody at Bank of America Private Bank
Search the full directory by firm name, city, state, CRD number or custodian.
5 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| Miller Investment Management | West Conshohocken, PA | $7.1B |
| Bleichroeder | New York, NY | $2.43B |
| Oakmont | Los Angeles, CA | $2.22B |
| South Street Advisors | New York, NY | $906M |
| 1620 Investment Advisors | Plymouth, MA | $242M |
- Headquarters
- West Conshohocken, PA
- Regulatory AUM
- $7.1B
- Headquarters
- New York, NY
- Regulatory AUM
- $2.43B
- Headquarters
- Los Angeles, CA
- Regulatory AUM
- $2.22B
- Headquarters
- New York, NY
- Regulatory AUM
- $906M
- Headquarters
- Plymouth, MA
- Regulatory AUM
- $242M
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 of America Private Bank here says only what the filing says, and implies nothing about either firm's service.