Firms by custodian
Registered investment advisers that custody at Royal Bank of Canada (channel Islands) Limited
2 firms listed
| Firm | Headquarters | Regulatory AUM | Advisory staff | Clients |
|---|---|---|---|---|
| Lighthouse Investment PartnersCRD 136591 | Palm Beach Gardens, FL | $107.45B | 203 | 139 |
| Entrust Global PartnersCRD 107940 | New York, NY | $11.82B | 40 | 90 |
- Headquarters
- Palm Beach Gardens, FL
- Advisory staff
- 203
- Clients
- 139
- Headquarters
- New York, NY
- Advisory staff
- 40
- Clients
- 90
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 Royal Bank of Canada (channel Islands) Limited here says only what the filing says, and implies nothing about either firm's service.