Cibc National Trust Company
$295M reported client assets across 2 advisory firms in FY2023 annual amendments
Reported client assets over time
$201M
$246M
2022
2023
Same-firm comparison: 1 firms that reported Cibc National Trust Company 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 |
|---|---|---|---|---|
| Zuckerman Investment Group, Llc | $246M | $1.5B | 15.9% | 03/28/2024 |
| Iridian Asset Management Llc | $49.2M | $372M | 13.2% | 03/19/2024 |
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.