Pnc Investments Llc
$1.9B reported client assets across 11 advisory firms in FY2018 annual amendments
Reported client assets over time
$1.5B
$1.6B
2017
2018
Same-firm comparison: 8 firms that reported Pnc Investments Llc in both FY2017 and FY2018 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 |
|---|---|---|---|---|
| D.F. Dent And Company, Inc. | $734M | $4.2B | 17.5% | 03/28/2019 |
| Atalanta Sosnoff Capital, Llc | $309M | $3.1B | 10.1% | 02/22/2019 |
| Radnor Capital Management, Llc | $234M | $509M | 46.0% | 02/26/2019 |
| Independence Asset Advisors, Llc | $210M | $999M | 21.0% | 03/28/2019 |
| Oak City Consulting, Llc | $131M | $471M | 27.8% | 02/06/2019 |
| Harvey Investment Company, Llc | $98.8M | $621M | 15.9% | 03/26/2019 |
| Van Cleef Asset Management Inc | $73.4M | $530M | 13.9% | 03/07/2019 |
| Maguire Investments Llc | $31.0M | $166M | 18.7% | 03/29/2019 |
| Cottage Street Advisors, Llc | $20.4M | $186M | 10.9% | 03/18/2019 |
| Waycross Partners, Llc | $11.8M | $76.5M | 15.5% | 03/05/2019 |
| Haverford Financial Services, Inc. | $11.7M | $270M | 4.3% | 03/26/2019 |
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.