Firms by custodian
Registered investment advisers that custody at The Bank of New York Mellon
Search the full directory by firm name, city, state, CRD number or custodian.
152 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| Hotchkis and Wiley Capital Management | Los Angeles, CA | $36.93B |
| Asb Capital Management | Bethesda, MD | $36.68B |
| Select Equity Group | New York, NY | $36.38B |
| Blackstone Credit Systematic Strategies | New York, NY | $35.71B |
| Edgepoint Investment Group | Toronto, Ontario | $33.80B |
| Brigade Capital Management | New York, NY | $33.02B |
| Westfield Capital Management | Boston, MA | $29.81B |
| Beach Point Capital Management | Santa Monica, CA | $29.77B |
| Epoch Investment Partners | New York, NY | $29.73B |
| Franklin Templeton Institutional | New York, NY | $29.59B |
| Neuberger Berman Singapore Pte. Limited | Singapore | $29.29B |
| Third Point | New York, NY | $28.73B |
| Axiom Investors | Greenwich, CT | $28.06B |
| Asset Allocation & Management | Chicago, IL | $27.49B |
| Aristotle Pacific Capital | Newport Beach, CA | $26.76B |
| Cfi Partners | Chicago, IL | $26.31B |
| Driehaus Capital Management | Chicago, IL | $26.12B |
| Templeton Global Advisors Limited | Nassau | $25.85B |
| Hirtle & Co. | West Conshohocken, PA | $25.41B |
| Garcia Hamilton & Associates | Houston, TX | $24.86B |
- Headquarters
- Los Angeles, CA
- Regulatory AUM
- $36.93B
- Headquarters
- Bethesda, MD
- Regulatory AUM
- $36.68B
- Headquarters
- New York, NY
- Regulatory AUM
- $36.38B
- Headquarters
- New York, NY
- Regulatory AUM
- $35.71B
- Headquarters
- Toronto, Ontario
- Regulatory AUM
- $33.80B
- Headquarters
- New York, NY
- Regulatory AUM
- $33.02B
- Headquarters
- Boston, MA
- Regulatory AUM
- $29.81B
- Headquarters
- Santa Monica, CA
- Regulatory AUM
- $29.77B
- Headquarters
- New York, NY
- Regulatory AUM
- $29.73B
- Headquarters
- New York, NY
- Regulatory AUM
- $29.59B
- Headquarters
- Singapore
- Regulatory AUM
- $29.29B
- Headquarters
- New York, NY
- Regulatory AUM
- $28.73B
- Headquarters
- Greenwich, CT
- Regulatory AUM
- $28.06B
- Headquarters
- Chicago, IL
- Regulatory AUM
- $27.49B
- Headquarters
- Newport Beach, CA
- Regulatory AUM
- $26.76B
- Headquarters
- Chicago, IL
- Regulatory AUM
- $26.31B
- Headquarters
- Chicago, IL
- Regulatory AUM
- $26.12B
- Headquarters
- Nassau
- Regulatory AUM
- $25.85B
- Headquarters
- West Conshohocken, PA
- Regulatory AUM
- $25.41B
- Headquarters
- Houston, TX
- Regulatory AUM
- $24.86B
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.