City National Bank
$23.5B reported client assets across 6 advisory firms in FY2022 annual amendments
Reported client assets over time
Same-firm comparison: 5 firms that reported City National Bank in both FY2021 and FY2022 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. 2017, 2018, 2019, 2020 are shown but partial — only FY2017: 2 cohort firms, FY2018: 3 cohort firms, FY2019: 3 cohort firms, FY2020: 3 cohort firms.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Rbc Rochdale, Llc | $20.0B | $54.2B | 37.0% | 01/27/2023 |
| Eig Management Company, Llc | $1.6B | $20.9B | 7.5% | 03/31/2023 |
| Rbc Securities, Inc. | $1.5B | $1.5B | 97.3% | 01/27/2023 |
| Canyon Partners Real Estate Llc | $348M | $2.8B | 12.2% | 03/23/2023 |
| N | $59.0M | $1.1B | 5.5% | 03/24/2023 |
| Worth Venture Partners, Llc | $248K | $603M | 0.0% | 03/31/2023 |
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.