Mufg Union Bank, National Association
$2.3B reported client assets across 7 advisory firms in FY2017 annual amendments
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Chandler Asset Management Inc | $1.8B | $13.7B | 13.0% | 03/07/2018 |
| Franklin Advisory Services, Llc | $210M | $28.0B | 0.8% | 12/21/2017 |
| Charles Fish Investments, Inc. | $158M | $574M | 27.6% | 03/09/2018 |
| Saxon Securities Llc | $63.9M | $121M | 53.0% | 03/27/2018 |
| Rcm Robinson Capital Management Llc | $58.3M | $119M | 48.9% | 03/20/2018 |
| Cook Pine Capital Llc | $53.8M | $257M | 20.9% | 03/28/2018 |
| Adalta Capital Management Llc | $18.0M | $179M | 10.1% | 04/06/2018 |
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.