Firms by custodian
Registered investment advisers that custody at Fifth Third Bank, National Association
Search the full directory by firm name, city, state, CRD number or custodian.
4 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| Verger Capital Management | Winston-Salem, NC | $3.28B |
| Tiptree Advisors | New York, NY | $2.31B |
| Heitman Real Estate Securities | Chicago, IL | $1.82B |
| Alpha Investment Consulting Group | Milwaukee, WI | $714M |
- Headquarters
- Winston-Salem, NC
- Regulatory AUM
- $3.28B
- Headquarters
- New York, NY
- Regulatory AUM
- $2.31B
- Headquarters
- Chicago, IL
- Regulatory AUM
- $1.82B
- Headquarters
- Milwaukee, WI
- Regulatory AUM
- $714M
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 Fifth Third Bank, National Association here says only what the filing says, and implies nothing about either firm's service.