Firms by custodian
Registered investment advisers that custody at SEI Investments Guernsey Limited
2 SEC-registered advisers report SEI Investments Guernsey 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.
2 firms listed
| Firm | Headquarters | Regulatory AUM | Advisory staff | Clients |
|---|---|---|---|---|
| Brown AdvisoryCRD 168985 | London | $26.58B | 36 | 986 |
| W1M Wealth Management LimitedCRD 132210 | London | $24.85B | 99 | 6,712 |
Brown AdvisoryCRD 168985$26.58B
- Headquarters
- London
- Advisory staff
- 36
- Clients
- 986
W1M Wealth Management LimitedCRD 132210$24.85B
- Headquarters
- London
- Advisory staff
- 99
- Clients
- 6,712
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 SEI Investments Guernsey Limited here says only what the filing says, and implies nothing about either firm's service.