Firms by custodian
Registered investment advisers that custody at SSB New York Institutional
3 SEC-registered advisers report SSB New York Institutional 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 |
|---|---|---|---|---|
| Blackrock Financial ManagementCRD 107105 | New York, NY | $1595.10B | 889 | 1,309 |
| Blackrock Capital ManagementCRD 108069 | Wilmington, DE | $172.62B | 75 | 13 |
| Blackrock (singapore) LimitedCRD 164594 | Singapore | $70.33B | 109 | 58 |
Blackrock Financial ManagementCRD 107105$1595.10B
- Headquarters
- New York, NY
- Advisory staff
- 889
- Clients
- 1,309
Blackrock Capital ManagementCRD 108069$172.62B
- Headquarters
- Wilmington, DE
- Advisory staff
- 75
- Clients
- 13
Blackrock (singapore) LimitedCRD 164594$70.33B
- Headquarters
- Singapore
- Advisory staff
- 109
- Clients
- 58
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 SSB New York Institutional here says only what the filing says, and implies nothing about either firm's service.