Firms by custodian
Registered investment advisers that custody at Wilmington Trust
Search the full directory by firm name, city, state, CRD number or custodian.
12 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| Shelter Growth Capital Partners | Stamford, CT | $4.66B |
| Performa Limited (US) | Charleston, SC | $4.49B |
| Mount Logan Management | New York, NY | $1.98B |
| Mainline West Fund Manager | Denver, CO | $1.77B |
| Intrepid Capital Management | Jacksonville Beach, FL | $1.62B |
| Pivotal Advisors | New York, NY | $1.07B |
| Ashford Capital Management | Wilmington, DE | $966M |
| Hartford Financial Management | West Hartford, CT | $700M |
| Sardis Group | Atlanta, GA | $531M |
| Rothschild Capital Partners | New York, NY | $470M |
| Papamarkou Wellner Asset Management | New York, NY | $358M |
| TR Capital Management | Rockville Centre, NY | $166M |
- Headquarters
- Stamford, CT
- Regulatory AUM
- $4.66B
- Headquarters
- Charleston, SC
- Regulatory AUM
- $4.49B
- Headquarters
- New York, NY
- Regulatory AUM
- $1.98B
- Headquarters
- Denver, CO
- Regulatory AUM
- $1.77B
- Headquarters
- Jacksonville Beach, FL
- Regulatory AUM
- $1.62B
- Headquarters
- New York, NY
- Regulatory AUM
- $1.07B
- Headquarters
- Wilmington, DE
- Regulatory AUM
- $966M
- Headquarters
- West Hartford, CT
- Regulatory AUM
- $700M
- Headquarters
- Atlanta, GA
- Regulatory AUM
- $531M
- Headquarters
- New York, NY
- Regulatory AUM
- $470M
- Headquarters
- New York, NY
- Regulatory AUM
- $358M
- Headquarters
- Rockville Centre, NY
- Regulatory AUM
- $166M
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 Wilmington Trust here says only what the filing says, and implies nothing about either firm's service.