Firms by custodian
Registered investment advisers that custody at The Northern Trust
Search the full directory by firm name, city, state, CRD number or custodian.
107 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| Longview Partners | London | $11.51B |
| Fiduciary Management | Milwaukee, WI | $11.36B |
| Corbin Capital Partners | New York, NY | $11.22B |
| Cooke & Bieler | Philadelphia, PA | $10.56B |
| Generation Investment Management US | San Francisco, CA | $10.54B |
| Lansdowne Partners (uk) | London | $10.30B |
| Champlain Investment Partners | Burlington, VT | $10.18B |
- Headquarters
- London
- Regulatory AUM
- $11.51B
- Headquarters
- Milwaukee, WI
- Regulatory AUM
- $11.36B
- Headquarters
- New York, NY
- Regulatory AUM
- $11.22B
- Headquarters
- Philadelphia, PA
- Regulatory AUM
- $10.56B
- Headquarters
- San Francisco, CA
- Regulatory AUM
- $10.54B
- Headquarters
- London
- Regulatory AUM
- $10.30B
- Headquarters
- Burlington, VT
- 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 Northern Trust here says only what the filing says, and implies nothing about either firm's service.