Firms by custodian
Registered investment advisers that custody at Efg Bank & Trust (Bahamas)
Search the full directory by firm name, city, state, CRD number or custodian.
3 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| Efg Private Wealth Management (Americas) | Miami, FL | $2.3B |
| Longwall Investment Partners | Westport, CT | $428M |
| Pinetree Advisors | Miami, FL | $120M |
- Headquarters
- Miami, FL
- Regulatory AUM
- $2.3B
- Headquarters
- Westport, CT
- Regulatory AUM
- $428M
- Headquarters
- Miami, FL
- Regulatory AUM
- $120M
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 Efg Bank & Trust (Bahamas) here says only what the filing says, and implies nothing about either firm's service.