Cfsb
$48.9M reported client assets across 1 advisory firms in FY2023 annual amendments
Reported client assets over time
$11.1M
$48.9M
2021
2023
Same-firm comparison: 1 firms that reported Cfsb 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 |
|---|---|---|---|---|
| Brookfield Public Securities Group Llc | $48.9M | $21.7B | 0.2% | 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.