Firms by custodian
Registered investment advisers that custody at State Street Bank and Trust
Search the full directory by firm name, city, state, CRD number or custodian.
159 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| Russell Investments Implementation Services | Seattle, WA | $81.09B |
| Grantham Mayo Van Otterloo & Co | Boston, MA | $80.97B |
| Metropolitan West Asset Management | Los Angeles, CA | $78.52B |
| Empower Capital Management | Greenwood Village, CO | $77.96B |
| Pinebridge Investments | New York, NY | $76.73B |
| Bain Capital Credit | Boston, MA | $76.30B |
| Blackrock (singapore) Limited | Singapore | $70.33B |
| Fulcrum Asset Management | London | $69.09B |
| Jupiter Asset Management Limited | London | $68.22B |
| Blue Owl Real Estate Capital | Chicago, IL | $67.88B |
| Walter Scott & Partners Limited | Edinburgh | $66.67B |
| William Blair Investment Management | Chicago, IL | $65.60B |
| Brandywine Global Investment Management | Philadelphia, PA | $65.44B |
| Towers Watson Investment Services | Chicago, IL | $62.67B |
| Causeway Capital Management | Los Angeles, CA | $62.24B |
| American Beacon Advisors | Irving, TX | $59.93B |
| Newton Investment Management North America | Boston, MA | $59.16B |
| Capital International | Los Angeles, CA | $58.21B |
| Churchill Asset Management | New York, NY | $55.66B |
| Mondrian Investment Partners Limited | London | $49.31B |
- Headquarters
- Seattle, WA
- Regulatory AUM
- $81.09B
- Headquarters
- Boston, MA
- Regulatory AUM
- $80.97B
- Headquarters
- Los Angeles, CA
- Regulatory AUM
- $78.52B
- Headquarters
- Greenwood Village, CO
- Regulatory AUM
- $77.96B
- Headquarters
- New York, NY
- Regulatory AUM
- $76.73B
- Headquarters
- Boston, MA
- Regulatory AUM
- $76.30B
- Headquarters
- Singapore
- Regulatory AUM
- $70.33B
- Headquarters
- London
- Regulatory AUM
- $69.09B
- Headquarters
- London
- Regulatory AUM
- $68.22B
- Headquarters
- Chicago, IL
- Regulatory AUM
- $67.88B
- Headquarters
- Edinburgh
- Regulatory AUM
- $66.67B
- Headquarters
- Chicago, IL
- Regulatory AUM
- $65.60B
- Headquarters
- Philadelphia, PA
- Regulatory AUM
- $65.44B
- Headquarters
- Chicago, IL
- Regulatory AUM
- $62.67B
- Headquarters
- Los Angeles, CA
- Regulatory AUM
- $62.24B
- Headquarters
- Irving, TX
- Regulatory AUM
- $59.93B
- Headquarters
- Boston, MA
- Regulatory AUM
- $59.16B
- Headquarters
- Los Angeles, CA
- Regulatory AUM
- $58.21B
- Headquarters
- New York, NY
- Regulatory AUM
- $55.66B
- Headquarters
- London
- Regulatory AUM
- $49.31B
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 State Street Bank and Trust here says only what the filing says, and implies nothing about either firm's service.