Firms by custodian
Registered investment advisers that custody at Citigroup
5 SEC-registered advisers report Citigroup 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.
5 firms listed
| Firm | Headquarters | Regulatory AUM | Advisory staff | Clients |
|---|---|---|---|---|
| Los Angeles Capital ManagementCRD 119033 | Los Angeles, CA | $40.58B | 46 | 42 |
| Franklin Templeton Investment Management LimitedCRD 111360 | London | $40.52B | 71 | 142 |
| Milliman Financial Risk ManagementCRD 159377 | Chicago, IL | $40.33B | 135 | 76 |
| Templeton Asset ManagementCRD 111382 | Singapore | $24.05B | 39 | 78 |
| Cbre Investment Management Listed Real AssetsCRD 106256 | Radnor, PA | $10.80B | 30 | 44 |
Los Angeles Capital ManagementCRD 119033$40.58B
- Headquarters
- Los Angeles, CA
- Advisory staff
- 46
- Clients
- 42
Franklin Templeton Investment Management LimitedCRD 111360$40.52B
- Headquarters
- London
- Advisory staff
- 71
- Clients
- 142
Milliman Financial Risk ManagementCRD 159377$40.33B
- Headquarters
- Chicago, IL
- Advisory staff
- 135
- Clients
- 76
Templeton Asset ManagementCRD 111382$24.05B
- Headquarters
- Singapore
- Advisory staff
- 39
- Clients
- 78
Cbre Investment Management Listed Real AssetsCRD 106256$10.80B
- Headquarters
- Radnor, PA
- Advisory staff
- 30
- Clients
- 44
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 Citigroup here says only what the filing says, and implies nothing about either firm's service.