Computershare Corporate Trust
$3.4B reported client assets across 6 advisory firms in FY2025 annual amendments
Reported client assets over time
$374M
$3.1B
2022
2025
Same-firm comparison: 5 firms that reported Computershare Corporate Trust in both FY2024 and FY2025 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. 2022, 2023 are shown but partial — only FY2022: 2 cohort firms, FY2023: 3 cohort firms.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Kaufman Hall Investment Management, Llc | $988M | $2.8B | 35.1% | 03/12/2026 |
| Gc Advisors Llc | $764M | $178B | 0.4% | 03/30/2026 |
| Prophet Capital Asset Management Lp | $653M | $5.3B | 12.4% | 03/31/2026 |
| Nassau Global Credit Llc | $540M | $6.4B | 8.4% | 03/30/2026 |
| Fidelis Investors, Llc | $356M | $1.4B | 25.9% | 03/30/2026 |
| Colchis Capital Management, L.P. | $82.1M | $1.3B | 6.1% | 03/26/2026 |
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.