Credit Suisse Ag
$932M reported client assets across 8 advisory firms in FY2021 annual amendments
Reported client assets over time
$515M
$932M
2017
2021
Same-firm comparison: 8 firms that reported Credit Suisse Ag in both FY2020 and FY2021 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 are shown but partial — only FY2017: 2 cohort firms, FY2018: 3 cohort firms, FY2019: 5 cohort firms.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Avalor Investment Ag | $370M | $2.2B | 17.0% | 03/22/2022 |
| Nevastar Finance Ltd | $226M | $1.6B | 13.8% | 03/30/2022 |
| Arbion Limited | $171M | $1.5B | 11.5% | 03/22/2022 |
| Activest Wealth Management, Llc | $50.4M | $483M | 10.4% | 03/09/2022 |
| Evt Financial Advisors Ag | $41.2M | $389M | 10.6% | 03/22/2022 |
| Coburn Barrett, Llc | $38.4M | $283M | 13.6% | 02/24/2022 |
| Eurocapital Advisors, Inc | $28.3M | $115M | 24.5% | 02/25/2022 |
| Measure 8 Ventures Management Llc | $7.5M | $439M | 1.7% | 03/30/2022 |
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.