Dz Privatbank S.A.
$729M reported client assets across 2 advisory firms in FY2022 annual amendments
Reported client assets over time
$710M
$740M
2021
2022
Same-firm comparison: 1 firms that reported Dz Privatbank S.A. in both FY2021 and FY2022 annual amendments (ADV Item 5.K.(3)). Fiscal years come directly from the SEC filing-type table; filing dates are not used as a year-end proxy.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Adams Street Partners, Llc | $710M | $50.2B | 1.4% | 03/30/2023 |
| Sibilla Capital Management Llc | $18.9M | $45.5M | 41.6% | 03/06/2023 |
From Form ADV Schedule D 5.K.(3): custodians named at the 10%-of-SMA-assets threshold, with reported dollar amounts. "Share" is reported amount as a share of the firm's total regulatory AUM.