Efg Bank & Trust (Bahamas) Ltd
$235M reported client assets across 3 advisory firms in FY2023 annual amendments
Reported client assets over time
$184M
$339M
2021
2023
Same-firm comparison: 2 firms that reported Efg Bank & Trust (Bahamas) Ltd 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.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Efg Private Wealth Management (Americas) Corp. | $150M | $1.5B | 9.9% | 03/28/2024 |
| Longwall Investment Partners, Llc | $50.8M | $207M | 24.5% | 03/28/2024 |
| Azimut Investment Advisors Llc | $34.1M | $393M | 8.7% | 03/22/2024 |
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.