Firms by custodian

Registered investment advisers that custody at The Bank of New York Mellon

152 SEC-registered advisers report The Bank of New York Mellon 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.

Search the full directory by firm name, city, state, CRD number or custodian.

152 firms listed

Firm	Headquarters	Regulatory AUM
Blackstone Private Credit Strategies	New York, NY	$57.92B
Churchill Asset Management	New York, NY	$55.66B
Blackstone Liquid Credit Advisors I	New York, NY	$51.63B
Crescent Capital Group	Los Angeles, CA	$49.71B
Mondrian Investment Partners Limited	London	$49.31B
Capital Group Private Client Services	Los Angeles, CA	$48.37B
Antares Capital Advisers	Chicago, IL	$47.39B
Ashmore Investment Management	London	$47.36B
Chandler Asset Management	San Diego, CA	$45.31B
Sands Capital Management	Arlington, VA	$44.30B
Ifm Investors (us) Advisor	New York, NY	$44.16B
Blackstone Alternative Credit Advisors	New York, NY	$44.11B
T.rowe Price Hong Kong Limited	Central	$42.34B
Penn Mutual Asset Management	Conshohocken, PA	$42.29B
Securian Asset Management	ST Paul, MN	$41.56B
Morgan Stanley Aip GP	West Conshohocken, PA	$40.85B
Los Angeles Capital Management	Los Angeles, CA	$40.58B
Marathon Asset Management Limited	London	$39.04B
Voya Investment Management	Atlanta, GA	$38.77B
Nomura Corporate Research and Asset Management	New York, NY	$37.56B

Blackstone Private Credit Strategies

Headquarters: New York, NY
Regulatory AUM: $57.92B

Churchill Asset Management

Headquarters: New York, NY
Regulatory AUM: $55.66B

Blackstone Liquid Credit Advisors I

Headquarters: New York, NY
Regulatory AUM: $51.63B

Crescent Capital Group

Headquarters: Los Angeles, CA
Regulatory AUM: $49.71B

Mondrian Investment Partners Limited

Headquarters: London
Regulatory AUM: $49.31B

Capital Group Private Client Services

Headquarters: Los Angeles, CA
Regulatory AUM: $48.37B

Antares Capital Advisers

Headquarters: Chicago, IL
Regulatory AUM: $47.39B

Ashmore Investment Management

Headquarters: London
Regulatory AUM: $47.36B

Chandler Asset Management

Headquarters: San Diego, CA
Regulatory AUM: $45.31B

Sands Capital Management

Headquarters: Arlington, VA
Regulatory AUM: $44.30B

Ifm Investors (us) Advisor

Headquarters: New York, NY
Regulatory AUM: $44.16B

Blackstone Alternative Credit Advisors

Headquarters: New York, NY
Regulatory AUM: $44.11B

T.rowe Price Hong Kong Limited

Headquarters: Central
Regulatory AUM: $42.34B

Penn Mutual Asset Management

Headquarters: Conshohocken, PA
Regulatory AUM: $42.29B

Securian Asset Management

Headquarters: ST Paul, MN
Regulatory AUM: $41.56B

Morgan Stanley Aip GP

Headquarters: West Conshohocken, PA
Regulatory AUM: $40.85B

Los Angeles Capital Management

Headquarters: Los Angeles, CA
Regulatory AUM: $40.58B

Marathon Asset Management Limited

Headquarters: London
Regulatory AUM: $39.04B

Voya Investment Management

Headquarters: Atlanta, GA
Regulatory AUM: $38.77B

Nomura Corporate Research and Asset Management

Headquarters: New York, NY
Regulatory AUM: $37.56B

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 The Bank of New York Mellon here says only what the filing says, and implies nothing about either firm's service.