Firms by custodian
Registered investment advisers that custody at Northern Trust Bank
Search the full directory by firm name, city, state, CRD number or custodian.
5 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| Westfuller Advisors | New York, NY | $3.37B |
| Bellecapital International Ag | Zurich | $1.96B |
| Channing Global Advisors | Fort Lauderdale, FL | $1.11B |
| Mission Value Partners | Nashville, TN | $303M |
| Union Heritage Capital | Detroit, MI | $295M |
- Headquarters
- New York, NY
- Regulatory AUM
- $3.37B
- Headquarters
- Zurich
- Regulatory AUM
- $1.96B
- Headquarters
- Fort Lauderdale, FL
- Regulatory AUM
- $1.11B
- Headquarters
- Nashville, TN
- Regulatory AUM
- $303M
- Headquarters
- Detroit, MI
- Regulatory AUM
- $295M
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 Northern Trust Bank here says only what the filing says, and implies nothing about either firm's service.