Firms by custodian
Registered investment advisers that custody at The Northern Trust
107 SEC-registered advisers report The Northern Trust 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.
107 firms listed
| Firm | Headquarters | Regulatory AUM | Advisory staff | Clients |
|---|---|---|---|---|
| Blackrock Financial ManagementCRD 107105 | New York, NY | $1595.10B | 889 | 1,309 |
| Wellington ManagementCRD 106595 | Boston, MA | $1428.05B | 497 | 1,559 |
| Northern Trust InvestmentsCRD 105780 | Chicago, IL | $1245.25B | 219 | 41,027 |
| Dimensional Fund AdvisorsCRD 106482 | Austin, TX | $1020.36B | 367 | 2,311 |
| Goldman Sachs Asset Management InternationalCRD 107715 | London | $621.02B | 412 | 2,494 |
| Massachusetts Financial ServicesCRD 110045 | Boston, MA | $514.05B | 327 | 355 |
| Dodge & CoxCRD 104596 | San Francisco, CA | $466.56B | 100 | 740 |
| Neuberger Berman Investment AdvisersCRD 124687 | New York, NY | $398.65B | 646 | 43,954 |
| Loomis, Sayles &CRD 105377 | Boston, MA | $386.88B | 728 | 24,675 |
| Dimensional Fund AdvisorsCRD 107472 | London | $364.73B | 64 | 100 |
| Dfa Australia LimitedCRD 107621 | Sydney | $361.60B | 55 | 100 |
| Arrowstreet Capital, Limited PartnershipCRD 111298 | Boston, MA | $351.32B | 102 | 162 |
| FiamCRD 133196 | Smithfield, RI | $347.73B | 139 | 596 |
| American Century Investment ManagementCRD 105778 | Kansas City, MO | $305.98B | 211 | 716 |
| Victory Capital ManagementCRD 106189 | San Antonio, TX | $282.71B | 170 | 18,120 |
| Legal & General Investment Management AmericaCRD 149156 | Chicago, IL | $267.16B | 104 | 195 |
| Northern Trust Global InvestmentsCRD 111900 | London | $208.39B | 22 | 76 |
| DWS Investment Management AmericasCRD 104518 | New York, NY | $199.66B | 91 | 159 |
| Harbourvest PartnersCRD 109846 | Boston, MA | $191.18B | 296 | 316 |
| Acadian Asset ManagementCRD 106609 | Boston, MA | $177.46B | 125 | 350 |
| Mackay ShieldsCRD 107717 | New York, NY | $159.52B | 73 | 354 |
| Payden & RygelCRD 107160 | Los Angeles, CA | $158.23B | 122 | 482 |
| Schroder Investment Management North AmericaCRD 105820 | New York, NY | $150.40B | 110 | 426 |
| Bridgewater AssociatesCRD 105129 | Westport, CT | $150.16B | 255 | 93 |
| Primecap ManagementCRD 105516 | Pasadena, CA | $139.34B | 22 | 13 |
| Rhumbline Advisers LTD PartnershipCRD 107151 | Boston, MA | $136.48B | 9 | 399 |
| Income Research + ManagementCRD 104863 | Boston, MA | $130.65B | 63 | 937 |
| Ninety One Uk LimitedCRD 158310 | London | $130.19B | 69 | 239 |
| Boston Partners Global InvestorsCRD 124982 | Boston, MA | $116.17B | 59 | 6,982 |
| Angelo, Gordon &CRD 131940 | New York, NY | $115.94B | 389 | 366 |
| MFS Institutional AdvisorsCRD 107144 | Boston, MA | $113.59B | 327 | 13,555 |
| Pgim Quantitative SolutionsCRD 129752 | Newark, NJ | $110.95B | 61 | 117 |
| LSV Asset ManagementCRD 109918 | Chicago, IL | $104.25B | 15 | 216 |
| Neuberger Berman Europe LimitedCRD 162267 | London | $97.98B | 79 | 241 |
| Doubleline CapitalCRD 152606 | Tampa, FL | $93.32B | 89 | 102 |
| Schroder Investment Management North AmericaCRD 106585 | London | $82.55B | 237 | 111 |
| Russell Investments Implementation ServicesCRD 329 | Seattle, WA | $81.09B | 115 | 118 |
| Metropolitan West Asset ManagementCRD 104571 | Los Angeles, CA | $78.52B | 86 | 91 |
| Bain Capital CreditCRD 134852 | Boston, MA | $76.30B | 272 | 185 |
| Walter Scott & Partners LimitedCRD 112161 | Edinburgh | $66.67B | 43 | 171 |
| William Blair Investment ManagementCRD 173961 | Chicago, IL | $65.60B | 142 | 682 |
| Brandywine Global Investment ManagementCRD 110783 | Philadelphia, PA | $65.44B | 56 | 977 |
| Towers Watson Investment ServicesCRD 110473 | Chicago, IL | $62.67B | 233 | 107 |
| Causeway Capital ManagementCRD 113308 | Los Angeles, CA | $62.24B | 40 | 1,562 |
| Newton Investment Management North AmericaCRD 312937 | Boston, MA | $59.16B | 55 | 160 |
| Capital InternationalCRD 110682 | Los Angeles, CA | $58.21B | 45 | 116 |
| First Sentier Investors (australia) ImCRD 160034 | Barangaroo, NSW | $52.93B | 51 | 98 |
| CliffwaterCRD 132167 | Marina Del Rey, CA | $48.51B | 105 | 54 |
| Canterbury ConsultingCRD 22875 | Newport Beach, CA | $45.88B | 25 | 172 |
| Earnest PartnersCRD 107926 | Atlanta, GA | $42.61B | 16 | 7,415 |
| Ascension Investment ManagementCRD 159767 | ST. Louis, MO | $42.41B | 12 | 8 |
| Ninety One North AmericaCRD 167922 | New York, NY | $41.47B | 39 | 2,303 |
| Brandes Investment PartnersCRD 105404 | La Jolla, CA | $40.65B | 35 | 13,504 |
| Los Angeles Capital ManagementCRD 119033 | Los Angeles, CA | $40.58B | 46 | 42 |
| TCW Investment ManagementCRD 106546 | Los Angeles, CA | $38.82B | 114 | 4,945 |
| InvestureCRD 130099 | Charlottesville, VA | $38.52B | 13 | 38 |
| Hotchkis and Wiley Capital ManagementCRD 114649 | Los Angeles, CA | $36.93B | 32 | 98 |
| Eagle Capital ManagementCRD 106422 | New York, NY | $35.80B | 12 | 2,279 |
| Strategic Investment ManagementCRD 104862 | Arlington, VA | $35.51B | 42 | 82 |
| AksiaCRD 143422 | New York, NY | $35.20B | 128 | 142 |
| Russell Investments CapitalCRD 37550 | Seattle, WA | $35.03B | 126 | 105 |
| Harding LoevnerCRD 104543 | Bridgewater, NJ | $32.06B | 36 | 3,876 |
| Marathon Asset ManagementCRD 124613 | New York, NY | $30.48B | 99 | 137 |
| Westfield Capital ManagementCRD 146990 | Boston, MA | $29.81B | 19 | 9,391 |
| Cornerstone Partners Capital ManagementCRD 311296 | Charlottesville, VA | $29.35B | 16 | 22 |
| Neuberger Berman Singapore Pte. LimitedCRD 167947 | Singapore | $29.29B | 10 | 58 |
| Atlanta Capital ManagementCRD 116719 | Atlanta, GA | $28.64B | 14 | 9,277 |
| Axiom InvestorsCRD 109605 | Greenwich, CT | $28.06B | 29 | 70 |
| Colchester Global InvestorsCRD 110985 | London | $26.96B | 5 | 78 |
| Fred Alger ManagementCRD 106750 | New York, NY | $26.14B | 40 | 3,068 |
| Driehaus Capital ManagementCRD 105757 | Chicago, IL | $26.12B | 27 | 90 |
| FMR Investment Management (uk) LimitedCRD 108273 | London | $25.82B | 79 | 42 |
| Palmer Square Capital ManagementCRD 155697 | Mission Woods, KS | $25.59B | 33 | 159 |
| Arga Investment ManagementCRD 153665 | Miami, FL | $24.57B | 25 | 67 |
| Pictet Asset Management LimitedCRD 105205 | London | $24.40B | 85 | 122 |
| XponanceCRD 111126 | Philadelphia, PA | $24.27B | 15 | 131 |
| Independent Franchise PartnersCRD 150108 | London | $23.85B | 12 | 30 |
| Magellan Asset Management LimitedCRD 159256 | Sydney, NSW | $20.80B | 26 | 36 |
| Burgundy Asset ManagementCRD 114317 | Toronto, Ontario | $19.09B | 49 | 3,334 |
| Knighthead Capital ManagementCRD 157483 | New York, NY | $18.99B | 29 | 50 |
| Fidelity Diversifying SolutionsCRD 315088 | Boston, MA | $18.88B | 44 | 35 |
| Comprehensive Financial ManagementCRD 159641 | Los Gatos, CA | $18.52B | 15 | 30 |
| Ab Carval InvestorsCRD 141819 | Minneapolis, MN | $18.44B | 74 | 69 |
| Mackenzie InvestmentsCRD 165899 | Boston, MA | $18.07B | 10 | 53 |
| Sustainable Growth AdvisersCRD 127447 | Stamford, CT | $16.66B | 18 | 224 |
| Abbott Capital ManagementCRD 106332 | New York, NY | $15.56B | 20 | 61 |
| C Worldwide Asset Management Fondsmaeglerselskab A/SCRD 173234 | Copenhagen | $15.28B | 23 | 50 |
| Sit Fixed Income Advisors IICRD 108271 | Minneapolis, MN | $14.97B | 35 | 115 |
| Troy Asset ManagementCRD 319174 | London | $14.70B | 11 | 26 |
| Amova Asset Management Asia LimitedCRD 161589 | Singapore | $14.23B | 65 | 80 |
| Wellington Management Hong Kong LimitedCRD 165208 | Central, Hong Kong | $14.15B | 21 | 49 |
| Goldman Sachs Asset Management (singapore) Pte.CRD 286067 | Singapore | $13.78B | 56 | 14 |
| Eagle Point Credit ManagementCRD 166370 | Greenwich, CT | $13.24B | 34 | 91 |
| Pugh Capital ManagementCRD 111765 | Seattle, WA | $12.82B | 22 | 52 |
| Ariel InvestmentsCRD 108211 | Chicago, IL | $12.78B | 30 | 146 |
| Duff & Phelps Investment ManagementCRD 107296 | Chicago, IL | $12.75B | 26 | 44 |
| Lingotto Investment ManagementCRD 324295 | London | $12.71B | 14 | 16 |
| Westwood ManagementCRD 110269 | Dallas, TX | $12.46B | 68 | 247 |
| Northcape Capital PtyCRD 332305 | Sydney, New South Wales | $12.29B | 14 | 9 |
| CSM AdvisorsCRD 306128 | Warrendale, PA | $11.65B | 19 | 554 |
| Longview PartnersCRD 139390 | London | $11.51B | 10 | 8 |
| Fiduciary ManagementCRD 109149 | Milwaukee, WI | $11.36B | 17 | 570 |
| Corbin Capital PartnersCRD 130819 | New York, NY | $11.22B | 17 | 27 |
| Cooke & BielerCRD 113859 | Philadelphia, PA | $10.56B | 14 | 209 |
| Generation Investment Management USCRD 132728 | San Francisco, CA | $10.54B | 10 | 4 |
| Lansdowne Partners (uk)CRD 172244 | London | $10.30B | 14 | 35 |
| Champlain Investment PartnersCRD 132474 | Burlington, VT | $10.18B | 12 | 84 |
Blackrock Financial ManagementCRD 107105$1595.10B
- Headquarters
- New York, NY
- Advisory staff
- 889
- Clients
- 1,309
Wellington ManagementCRD 106595$1428.05B
- Headquarters
- Boston, MA
- Advisory staff
- 497
- Clients
- 1,559
Northern Trust InvestmentsCRD 105780$1245.25B
- Headquarters
- Chicago, IL
- Advisory staff
- 219
- Clients
- 41,027
Dimensional Fund AdvisorsCRD 106482$1020.36B
- Headquarters
- Austin, TX
- Advisory staff
- 367
- Clients
- 2,311
Goldman Sachs Asset Management InternationalCRD 107715$621.02B
- Headquarters
- London
- Advisory staff
- 412
- Clients
- 2,494
Massachusetts Financial ServicesCRD 110045$514.05B
- Headquarters
- Boston, MA
- Advisory staff
- 327
- Clients
- 355
Dodge & CoxCRD 104596$466.56B
- Headquarters
- San Francisco, CA
- Advisory staff
- 100
- Clients
- 740
Neuberger Berman Investment AdvisersCRD 124687$398.65B
- Headquarters
- New York, NY
- Advisory staff
- 646
- Clients
- 43,954
Loomis, Sayles &CRD 105377$386.88B
- Headquarters
- Boston, MA
- Advisory staff
- 728
- Clients
- 24,675
Dimensional Fund AdvisorsCRD 107472$364.73B
- Headquarters
- London
- Advisory staff
- 64
- Clients
- 100
Dfa Australia LimitedCRD 107621$361.60B
- Headquarters
- Sydney
- Advisory staff
- 55
- Clients
- 100
Arrowstreet Capital, Limited PartnershipCRD 111298$351.32B
- Headquarters
- Boston, MA
- Advisory staff
- 102
- Clients
- 162
FiamCRD 133196$347.73B
- Headquarters
- Smithfield, RI
- Advisory staff
- 139
- Clients
- 596
American Century Investment ManagementCRD 105778$305.98B
- Headquarters
- Kansas City, MO
- Advisory staff
- 211
- Clients
- 716
Victory Capital ManagementCRD 106189$282.71B
- Headquarters
- San Antonio, TX
- Advisory staff
- 170
- Clients
- 18,120
Legal & General Investment Management AmericaCRD 149156$267.16B
- Headquarters
- Chicago, IL
- Advisory staff
- 104
- Clients
- 195
Northern Trust Global InvestmentsCRD 111900$208.39B
- Headquarters
- London
- Advisory staff
- 22
- Clients
- 76
DWS Investment Management AmericasCRD 104518$199.66B
- Headquarters
- New York, NY
- Advisory staff
- 91
- Clients
- 159
Harbourvest PartnersCRD 109846$191.18B
- Headquarters
- Boston, MA
- Advisory staff
- 296
- Clients
- 316
Acadian Asset ManagementCRD 106609$177.46B
- Headquarters
- Boston, MA
- Advisory staff
- 125
- Clients
- 350
Mackay ShieldsCRD 107717$159.52B
- Headquarters
- New York, NY
- Advisory staff
- 73
- Clients
- 354
Payden & RygelCRD 107160$158.23B
- Headquarters
- Los Angeles, CA
- Advisory staff
- 122
- Clients
- 482
Schroder Investment Management North AmericaCRD 105820$150.40B
- Headquarters
- New York, NY
- Advisory staff
- 110
- Clients
- 426
Bridgewater AssociatesCRD 105129$150.16B
- Headquarters
- Westport, CT
- Advisory staff
- 255
- Clients
- 93
Primecap ManagementCRD 105516$139.34B
- Headquarters
- Pasadena, CA
- Advisory staff
- 22
- Clients
- 13
Rhumbline Advisers LTD PartnershipCRD 107151$136.48B
- Headquarters
- Boston, MA
- Advisory staff
- 9
- Clients
- 399
Income Research + ManagementCRD 104863$130.65B
- Headquarters
- Boston, MA
- Advisory staff
- 63
- Clients
- 937
Ninety One Uk LimitedCRD 158310$130.19B
- Headquarters
- London
- Advisory staff
- 69
- Clients
- 239
Boston Partners Global InvestorsCRD 124982$116.17B
- Headquarters
- Boston, MA
- Advisory staff
- 59
- Clients
- 6,982
Angelo, Gordon &CRD 131940$115.94B
- Headquarters
- New York, NY
- Advisory staff
- 389
- Clients
- 366
MFS Institutional AdvisorsCRD 107144$113.59B
- Headquarters
- Boston, MA
- Advisory staff
- 327
- Clients
- 13,555
Pgim Quantitative SolutionsCRD 129752$110.95B
- Headquarters
- Newark, NJ
- Advisory staff
- 61
- Clients
- 117
LSV Asset ManagementCRD 109918$104.25B
- Headquarters
- Chicago, IL
- Advisory staff
- 15
- Clients
- 216
Neuberger Berman Europe LimitedCRD 162267$97.98B
- Headquarters
- London
- Advisory staff
- 79
- Clients
- 241
Doubleline CapitalCRD 152606$93.32B
- Headquarters
- Tampa, FL
- Advisory staff
- 89
- Clients
- 102
Schroder Investment Management North AmericaCRD 106585$82.55B
- Headquarters
- London
- Advisory staff
- 237
- Clients
- 111
Russell Investments Implementation ServicesCRD 329$81.09B
- Headquarters
- Seattle, WA
- Advisory staff
- 115
- Clients
- 118
Metropolitan West Asset ManagementCRD 104571$78.52B
- Headquarters
- Los Angeles, CA
- Advisory staff
- 86
- Clients
- 91
Bain Capital CreditCRD 134852$76.30B
- Headquarters
- Boston, MA
- Advisory staff
- 272
- Clients
- 185
Walter Scott & Partners LimitedCRD 112161$66.67B
- Headquarters
- Edinburgh
- Advisory staff
- 43
- Clients
- 171
William Blair Investment ManagementCRD 173961$65.60B
- Headquarters
- Chicago, IL
- Advisory staff
- 142
- Clients
- 682
Brandywine Global Investment ManagementCRD 110783$65.44B
- Headquarters
- Philadelphia, PA
- Advisory staff
- 56
- Clients
- 977
Towers Watson Investment ServicesCRD 110473$62.67B
- Headquarters
- Chicago, IL
- Advisory staff
- 233
- Clients
- 107
Causeway Capital ManagementCRD 113308$62.24B
- Headquarters
- Los Angeles, CA
- Advisory staff
- 40
- Clients
- 1,562
Newton Investment Management North AmericaCRD 312937$59.16B
- Headquarters
- Boston, MA
- Advisory staff
- 55
- Clients
- 160
Capital InternationalCRD 110682$58.21B
- Headquarters
- Los Angeles, CA
- Advisory staff
- 45
- Clients
- 116
First Sentier Investors (australia) ImCRD 160034$52.93B
- Headquarters
- Barangaroo, NSW
- Advisory staff
- 51
- Clients
- 98
CliffwaterCRD 132167$48.51B
- Headquarters
- Marina Del Rey, CA
- Advisory staff
- 105
- Clients
- 54
Canterbury ConsultingCRD 22875$45.88B
- Headquarters
- Newport Beach, CA
- Advisory staff
- 25
- Clients
- 172
Earnest PartnersCRD 107926$42.61B
- Headquarters
- Atlanta, GA
- Advisory staff
- 16
- Clients
- 7,415
Ascension Investment ManagementCRD 159767$42.41B
- Headquarters
- ST. Louis, MO
- Advisory staff
- 12
- Clients
- 8
Ninety One North AmericaCRD 167922$41.47B
- Headquarters
- New York, NY
- Advisory staff
- 39
- Clients
- 2,303
Brandes Investment PartnersCRD 105404$40.65B
- Headquarters
- La Jolla, CA
- Advisory staff
- 35
- Clients
- 13,504
Los Angeles Capital ManagementCRD 119033$40.58B
- Headquarters
- Los Angeles, CA
- Advisory staff
- 46
- Clients
- 42
TCW Investment ManagementCRD 106546$38.82B
- Headquarters
- Los Angeles, CA
- Advisory staff
- 114
- Clients
- 4,945
InvestureCRD 130099$38.52B
- Headquarters
- Charlottesville, VA
- Advisory staff
- 13
- Clients
- 38
Hotchkis and Wiley Capital ManagementCRD 114649$36.93B
- Headquarters
- Los Angeles, CA
- Advisory staff
- 32
- Clients
- 98
Eagle Capital ManagementCRD 106422$35.80B
- Headquarters
- New York, NY
- Advisory staff
- 12
- Clients
- 2,279
Strategic Investment ManagementCRD 104862$35.51B
- Headquarters
- Arlington, VA
- Advisory staff
- 42
- Clients
- 82
AksiaCRD 143422$35.20B
- Headquarters
- New York, NY
- Advisory staff
- 128
- Clients
- 142
Russell Investments CapitalCRD 37550$35.03B
- Headquarters
- Seattle, WA
- Advisory staff
- 126
- Clients
- 105
Harding LoevnerCRD 104543$32.06B
- Headquarters
- Bridgewater, NJ
- Advisory staff
- 36
- Clients
- 3,876
Marathon Asset ManagementCRD 124613$30.48B
- Headquarters
- New York, NY
- Advisory staff
- 99
- Clients
- 137
Westfield Capital ManagementCRD 146990$29.81B
- Headquarters
- Boston, MA
- Advisory staff
- 19
- Clients
- 9,391
Cornerstone Partners Capital ManagementCRD 311296$29.35B
- Headquarters
- Charlottesville, VA
- Advisory staff
- 16
- Clients
- 22
Neuberger Berman Singapore Pte. LimitedCRD 167947$29.29B
- Headquarters
- Singapore
- Advisory staff
- 10
- Clients
- 58
Atlanta Capital ManagementCRD 116719$28.64B
- Headquarters
- Atlanta, GA
- Advisory staff
- 14
- Clients
- 9,277
Axiom InvestorsCRD 109605$28.06B
- Headquarters
- Greenwich, CT
- Advisory staff
- 29
- Clients
- 70
Colchester Global InvestorsCRD 110985$26.96B
- Headquarters
- London
- Advisory staff
- 5
- Clients
- 78
Fred Alger ManagementCRD 106750$26.14B
- Headquarters
- New York, NY
- Advisory staff
- 40
- Clients
- 3,068
Driehaus Capital ManagementCRD 105757$26.12B
- Headquarters
- Chicago, IL
- Advisory staff
- 27
- Clients
- 90
FMR Investment Management (uk) LimitedCRD 108273$25.82B
- Headquarters
- London
- Advisory staff
- 79
- Clients
- 42
Palmer Square Capital ManagementCRD 155697$25.59B
- Headquarters
- Mission Woods, KS
- Advisory staff
- 33
- Clients
- 159
Arga Investment ManagementCRD 153665$24.57B
- Headquarters
- Miami, FL
- Advisory staff
- 25
- Clients
- 67
Pictet Asset Management LimitedCRD 105205$24.40B
- Headquarters
- London
- Advisory staff
- 85
- Clients
- 122
XponanceCRD 111126$24.27B
- Headquarters
- Philadelphia, PA
- Advisory staff
- 15
- Clients
- 131
Independent Franchise PartnersCRD 150108$23.85B
- Headquarters
- London
- Advisory staff
- 12
- Clients
- 30
Magellan Asset Management LimitedCRD 159256$20.80B
- Headquarters
- Sydney, NSW
- Advisory staff
- 26
- Clients
- 36
Burgundy Asset ManagementCRD 114317$19.09B
- Headquarters
- Toronto, Ontario
- Advisory staff
- 49
- Clients
- 3,334
Knighthead Capital ManagementCRD 157483$18.99B
- Headquarters
- New York, NY
- Advisory staff
- 29
- Clients
- 50
Fidelity Diversifying SolutionsCRD 315088$18.88B
- Headquarters
- Boston, MA
- Advisory staff
- 44
- Clients
- 35
Comprehensive Financial ManagementCRD 159641$18.52B
- Headquarters
- Los Gatos, CA
- Advisory staff
- 15
- Clients
- 30
Ab Carval InvestorsCRD 141819$18.44B
- Headquarters
- Minneapolis, MN
- Advisory staff
- 74
- Clients
- 69
Mackenzie InvestmentsCRD 165899$18.07B
- Headquarters
- Boston, MA
- Advisory staff
- 10
- Clients
- 53
Sustainable Growth AdvisersCRD 127447$16.66B
- Headquarters
- Stamford, CT
- Advisory staff
- 18
- Clients
- 224
Abbott Capital ManagementCRD 106332$15.56B
- Headquarters
- New York, NY
- Advisory staff
- 20
- Clients
- 61
C Worldwide Asset Management Fondsmaeglerselskab A/SCRD 173234$15.28B
- Headquarters
- Copenhagen
- Advisory staff
- 23
- Clients
- 50
Sit Fixed Income Advisors IICRD 108271$14.97B
- Headquarters
- Minneapolis, MN
- Advisory staff
- 35
- Clients
- 115
Troy Asset ManagementCRD 319174$14.70B
- Headquarters
- London
- Advisory staff
- 11
- Clients
- 26
Amova Asset Management Asia LimitedCRD 161589$14.23B
- Headquarters
- Singapore
- Advisory staff
- 65
- Clients
- 80
Wellington Management Hong Kong LimitedCRD 165208$14.15B
- Headquarters
- Central, Hong Kong
- Advisory staff
- 21
- Clients
- 49
Goldman Sachs Asset Management (singapore) Pte.CRD 286067$13.78B
- Headquarters
- Singapore
- Advisory staff
- 56
- Clients
- 14
Eagle Point Credit ManagementCRD 166370$13.24B
- Headquarters
- Greenwich, CT
- Advisory staff
- 34
- Clients
- 91
Pugh Capital ManagementCRD 111765$12.82B
- Headquarters
- Seattle, WA
- Advisory staff
- 22
- Clients
- 52
Ariel InvestmentsCRD 108211$12.78B
- Headquarters
- Chicago, IL
- Advisory staff
- 30
- Clients
- 146
Duff & Phelps Investment ManagementCRD 107296$12.75B
- Headquarters
- Chicago, IL
- Advisory staff
- 26
- Clients
- 44
Lingotto Investment ManagementCRD 324295$12.71B
- Headquarters
- London
- Advisory staff
- 14
- Clients
- 16
Westwood ManagementCRD 110269$12.46B
- Headquarters
- Dallas, TX
- Advisory staff
- 68
- Clients
- 247
Northcape Capital PtyCRD 332305$12.29B
- Headquarters
- Sydney, New South Wales
- Advisory staff
- 14
- Clients
- 9
CSM AdvisorsCRD 306128$11.65B
- Headquarters
- Warrendale, PA
- Advisory staff
- 19
- Clients
- 554
Longview PartnersCRD 139390$11.51B
- Headquarters
- London
- Advisory staff
- 10
- Clients
- 8
Fiduciary ManagementCRD 109149$11.36B
- Headquarters
- Milwaukee, WI
- Advisory staff
- 17
- Clients
- 570
Corbin Capital PartnersCRD 130819$11.22B
- Headquarters
- New York, NY
- Advisory staff
- 17
- Clients
- 27
Cooke & BielerCRD 113859$10.56B
- Headquarters
- Philadelphia, PA
- Advisory staff
- 14
- Clients
- 209
Generation Investment Management USCRD 132728$10.54B
- Headquarters
- San Francisco, CA
- Advisory staff
- 10
- Clients
- 4
Lansdowne Partners (uk)CRD 172244$10.30B
- Headquarters
- London
- Advisory staff
- 14
- Clients
- 35
Champlain Investment PartnersCRD 132474$10.18B
- Headquarters
- Burlington, VT
- Advisory staff
- 12
- Clients
- 84
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 Northern Trust here says only what the filing says, and implies nothing about either firm's service.