Firms by custodian
Registered investment advisers that custody at Computershare Trust Company, N.A.
3 SEC-registered advisers report Computershare Trust Company, N.A. 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.
3 firms listed
| Firm | Headquarters | Regulatory AUM | Advisory staff | Clients |
|---|---|---|---|---|
| Sixth Street AdvisersCRD 159014 | Dallas, TX | $101.61B | 338 | 177 |
| Bayview Asset ManagementCRD 157053 | Coral Gables, FL | $64.21B | 195 | 57 |
| The Palisades GroupCRD 165609 | Austin, TX | $27.78B | 9 | 5 |
Sixth Street AdvisersCRD 159014$101.61B
- Headquarters
- Dallas, TX
- Advisory staff
- 338
- Clients
- 177
Bayview Asset ManagementCRD 157053$64.21B
- Headquarters
- Coral Gables, FL
- Advisory staff
- 195
- Clients
- 57
The Palisades GroupCRD 165609$27.78B
- Headquarters
- Austin, TX
- Advisory staff
- 9
- Clients
- 5
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 Computershare Trust Company, N.A. here says only what the filing says, and implies nothing about either firm's service.