Delaware Trust
$86.0M reported client assets across 2 advisory firms in FY2024 annual amendments
Reported client assets over time
$51.4M
$86.0M
2021
2024
Same-firm comparison: 2 firms that reported Delaware Trust in both FY2023 and FY2024 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, 2022 are shown but partial — only FY2021: 1 cohort firms, FY2022: 1 cohort firms.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Virage Capital Management Lp | $67.6M | $691M | 9.8% | 03/28/2025 |
| Cw Investment Advisers, Llc | $18.4M | $884M | 2.1% | 03/28/2025 |
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.