Firms by custodian
Registered investment advisers that custody at Caisse Des Depots Et Consignations
2 SEC-registered advisers report Caisse Des Depots Et Consignations as a custodian holding 10% or more of separately managed account assets in Form ADV Schedule D, Section 5.K.(3). Listed by regulatory assets under management.
2 firms listed
| Firm | Headquarters | Regulatory AUM | Advisory staff | Clients |
|---|---|---|---|---|
| Parnassus InvestmentsCRD 316904 | San Francisco, CA | $41.09B | 28 | 30 |
| Calvert Research and ManagementCRD 285127 | Washington, DC | $40.26B | 57 | 1,915 |
Parnassus InvestmentsCRD 316904$41.09B
- Headquarters
- San Francisco, CA
- Advisory staff
- 28
- Clients
- 30
Calvert Research and ManagementCRD 285127$40.26B
- Headquarters
- Washington, DC
- Advisory staff
- 57
- Clients
- 1,915
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 Caisse Des Depots Et Consignations here says only what the filing says, and implies nothing about either firm's service.