Firms by custodian
Registered investment advisers that custody at Citi Bank N.A.
Search the full directory by firm name, city, state, CRD number or custodian.
4 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| Willow Tree Credit Partners | New York, NY | $2.8B |
| ValueQuest Investment Advisors Private | Mumbai | $2.2B |
| Vergent Asset Management | London | $1.25B |
| Karma Capital Advisors Pvt | Mumbai, Maharashtra | $633M |
- Headquarters
- New York, NY
- Regulatory AUM
- $2.8B
- Headquarters
- Mumbai
- Regulatory AUM
- $2.2B
- Headquarters
- London
- Regulatory AUM
- $1.25B
- Headquarters
- Mumbai, Maharashtra
- Regulatory AUM
- $633M
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 Citi Bank N.A. here says only what the filing says, and implies nothing about either firm's service.