Firms by custodian
Registered investment advisers that custody at CIBC Mellon Trust
8 SEC-registered advisers report CIBC Mellon Trust 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.
8 firms listed
| Firm | Headquarters | Regulatory AUM | Advisory staff | Clients |
|---|---|---|---|---|
| CIBC Asset ManagementCRD 106508 | Toronto, on | $162.84B | 333 | 10,439 |
| Grantham Mayo Van Otterloo &CRD 106220 | Boston, MA | $80.97B | 91 | 170 |
| Canso Investment CounselCRD 336447 | Richmond Hill, Ontario | $46.65B | 34 | 105 |
| Edgepoint Investment GroupCRD 312152 | Toronto, Ontario | $33.80B | 9 | 22 |
| Knights of Columbus Asset AdvisorsCRD 174129 | New Haven, CT | $30.51B | 233 | 6,094 |
| Onex Credit PartnersCRD 138941 | Englewood Cliffs, NJ | $30.14B | 44 | 81 |
| DWS Alternatives Global LimitedCRD 139526 | London | $24.51B | 89 | 63 |
| Guardian CapitalCRD 105078 | Toronto, Ontario | $10.68B | 38 | 143 |
CIBC Asset ManagementCRD 106508$162.84B
- Headquarters
- Toronto, on
- Advisory staff
- 333
- Clients
- 10,439
Grantham Mayo Van Otterloo &CRD 106220$80.97B
- Headquarters
- Boston, MA
- Advisory staff
- 91
- Clients
- 170
Canso Investment CounselCRD 336447$46.65B
- Headquarters
- Richmond Hill, Ontario
- Advisory staff
- 34
- Clients
- 105
Edgepoint Investment GroupCRD 312152$33.80B
- Headquarters
- Toronto, Ontario
- Advisory staff
- 9
- Clients
- 22
Knights of Columbus Asset AdvisorsCRD 174129$30.51B
- Headquarters
- New Haven, CT
- Advisory staff
- 233
- Clients
- 6,094
Onex Credit PartnersCRD 138941$30.14B
- Headquarters
- Englewood Cliffs, NJ
- Advisory staff
- 44
- Clients
- 81
DWS Alternatives Global LimitedCRD 139526$24.51B
- Headquarters
- London
- Advisory staff
- 89
- Clients
- 63
Guardian CapitalCRD 105078$10.68B
- Headquarters
- Toronto, Ontario
- Advisory staff
- 38
- Clients
- 143
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 CIBC Mellon Trust here says only what the filing says, and implies nothing about either firm's service.