Firms by custodian
Registered investment advisers that custody at BNP Paribas Securities Services (australia)
2 firms listed
| Firm | Headquarters | Regulatory AUM | Advisory staff | Clients |
|---|---|---|---|---|
| Macquarie Investment Management Global LimitedCRD 277065 | Sydney | $187.35B | 61 | 223 |
| Intech Investment ManagementCRD 119232 | West Palm Beach, FL | $15.47B | 11 | 26 |
- Headquarters
- Sydney
- Advisory staff
- 61
- Clients
- 223
- Headquarters
- West Palm Beach, FL
- Advisory staff
- 11
- Clients
- 26
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 BNP Paribas Securities Services (australia) here says only what the filing says, and implies nothing about either firm's service.