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 |
|---|---|---|
| Global Endowment Management | Charlotte, NC | $12.88B |
| Pugh Capital Management | Seattle, WA | $12.82B |
| Ariel Investments | Chicago, IL | $12.78B |
| Duff & Phelps Investment Management | Chicago, IL | $12.75B |
| Royce & Associates | New York, NY | $12.41B |
| Neuberger Berman Canada Ulc | Toronto, Ontario | $12.39B |
| Longview Partners | London | $11.51B |
| Longview Partners (guernsey) Limited | ST. Peter Port | $11.51B |
| Guggenheim Corporate Funding | New York, NY | $11.29B |
| Camden Asset Management L P | Los Angeles, CA | $11.17B |
| Lansdowne Partners (uk) | London | $10.30B |
| Kopernik Global Investors | Tampa, FL | $10.18B |
- Headquarters
- Charlotte, NC
- Regulatory AUM
- $12.88B
- Headquarters
- Seattle, WA
- Regulatory AUM
- $12.82B
- Headquarters
- Chicago, IL
- Regulatory AUM
- $12.78B
- Headquarters
- Chicago, IL
- Regulatory AUM
- $12.75B
- Headquarters
- New York, NY
- Regulatory AUM
- $12.41B
- Headquarters
- Toronto, Ontario
- Regulatory AUM
- $12.39B
- Headquarters
- London
- Regulatory AUM
- $11.51B
- Headquarters
- ST. Peter Port
- Regulatory AUM
- $11.51B
- Headquarters
- New York, NY
- Regulatory AUM
- $11.29B
- Headquarters
- Los Angeles, CA
- Regulatory AUM
- $11.17B
- Headquarters
- London
- Regulatory AUM
- $10.30B
- Headquarters
- Tampa, FL
- Regulatory AUM
- $10.18B
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.