Firms by custodian
Registered investment advisers that custody at Sanford C. Bernstein &
3 SEC-registered advisers report Sanford C. Bernstein & 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 |
|---|---|---|---|---|
| AlliancebernsteinCRD 108477 | Nashville, TN | $763.40B | 1,616 | 30,285 |
| Summit Rock AdvisorsCRD 144059 | New York, NY | $26.18B | 41 | 72 |
| Ab Private Credit InvestorsCRD 173027 | Austin, TX | $11.36B | 1 | 30 |
AlliancebernsteinCRD 108477$763.40B
- Headquarters
- Nashville, TN
- Advisory staff
- 1,616
- Clients
- 30,285
Summit Rock AdvisorsCRD 144059$26.18B
- Headquarters
- New York, NY
- Advisory staff
- 41
- Clients
- 72
Ab Private Credit InvestorsCRD 173027$11.36B
- Headquarters
- Austin, TX
- Advisory staff
- 1
- Clients
- 30
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 Sanford C. Bernstein & here says only what the filing says, and implies nothing about either firm's service.