Principal Real Estate Investors
$116M reported client assets across 1 advisory firms in FY2022 annual amendments
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| D.B. Fitzpatrick & Co., Inc. | $116M | $442M | 26.1% | 02/28/2023 |
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.