Firms by custodian
Registered investment advisers that custody at US Bank National Association
7 SEC-registered advisers report US Bank National Association 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.
7 firms listed
| Firm | Headquarters | Regulatory AUM | Advisory staff | Clients |
|---|---|---|---|---|
| Angelo, Gordon &CRD 131940 | New York, NY | $115.94B | 389 | 366 |
| Cerberus Capital ManagementCRD 152175 | New York, NY | $92.50B | 216 | 257 |
| Churchill Asset ManagementCRD 175092 | New York, NY | $55.66B | 79 | 72 |
| Antares Capital AdvisersCRD 281998 | Chicago, IL | $47.39B | 240 | 48 |
| Asb Capital ManagementCRD 110995 | Bethesda, MD | $36.68B | 33 | 83 |
| 1823 Partners (us)CRD 333927 | Miami, FL | $18.53B | 30 | 5 |
| Merganser Capital ManagementCRD 169258 | Boston, MA | $17.66B | 11 | 124 |
Angelo, Gordon &CRD 131940$115.94B
- Headquarters
- New York, NY
- Advisory staff
- 389
- Clients
- 366
Cerberus Capital ManagementCRD 152175$92.50B
- Headquarters
- New York, NY
- Advisory staff
- 216
- Clients
- 257
Churchill Asset ManagementCRD 175092$55.66B
- Headquarters
- New York, NY
- Advisory staff
- 79
- Clients
- 72
Antares Capital AdvisersCRD 281998$47.39B
- Headquarters
- Chicago, IL
- Advisory staff
- 240
- Clients
- 48
Asb Capital ManagementCRD 110995$36.68B
- Headquarters
- Bethesda, MD
- Advisory staff
- 33
- Clients
- 83
1823 Partners (us)CRD 333927$18.53B
- Headquarters
- Miami, FL
- Advisory staff
- 30
- Clients
- 5
Merganser Capital ManagementCRD 169258$17.66B
- Headquarters
- Boston, MA
- Advisory staff
- 11
- Clients
- 124
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 National Association here says only what the filing says, and implies nothing about either firm's service.