Firms by custodian
Registered investment advisers that custody at US Bank N.A.
4 SEC-registered advisers report US Bank N.A. 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.
4 firms listed
| Firm | Headquarters | Regulatory AUM | Advisory staff | Clients |
|---|---|---|---|---|
| Blackrock Capital ManagementCRD 108069 | Wilmington, DE | $172.62B | 75 | 13 |
| HSBC Global Asset Management (usa)CRD 105686 | New York, NY | $156.56B | 65 | 95 |
| Sculptor CapitalCRD 107913 | New York, NY | $52.68B | 116 | 98 |
| Meketa Fiduciary ManagementCRD 323605 | Carlsbad, CA | $20.14B | 1 | 44 |
Blackrock Capital ManagementCRD 108069$172.62B
- Headquarters
- Wilmington, DE
- Advisory staff
- 75
- Clients
- 13
HSBC Global Asset Management (usa)CRD 105686$156.56B
- Headquarters
- New York, NY
- Advisory staff
- 65
- Clients
- 95
Sculptor CapitalCRD 107913$52.68B
- Headquarters
- New York, NY
- Advisory staff
- 116
- Clients
- 98
Meketa Fiduciary ManagementCRD 323605$20.14B
- Headquarters
- Carlsbad, CA
- Advisory staff
- 1
- Clients
- 44
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 US Bank N.A. here says only what the filing says, and implies nothing about either firm's service.