Dreyfus Söhne & Cie Ag, Banquiers
$96.0M reported client assets across 2 advisory firms in FY2023 annual amendments
Reported client assets over time
$33.6M
$96.0M
2021
2023
Same-firm comparison: 2 firms that reported Dreyfus Söhne & Cie Ag, Banquiers in both FY2022 and FY2023 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. 2021 is shown but partial — only FY2021: 1 cohort firms.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Bfi Infinity Ltd. | $62.4M | $482M | 13.0% | 03/12/2024 |
| Margna Peak Advisors Ag | $33.6M | $224M | 15.0% | 03/28/2024 |
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.