Firms by custodian

Registered investment advisers that custody at Sbi-SG Global Securities Services Private Limited

One SEC-registered adviser reports Sbi-SG Global Securities Services Private Limited 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.

1 firm listed

Firm	Headquarters	Regulatory AUM	Advisory staff	Clients
Sbi Funds Management LimitedCRD 142968	Mumbai	$219.93B	71	1,993

Sbi Funds Management LimitedCRD 142968$219.93B

Headquarters: Mumbai
Advisory staff: 71
Clients: 1,993

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 Sbi-SG Global Securities Services Private Limited here says only what the filing says, and implies nothing about either firm's service.