Union Bancaire Privee, Ubp S.A.
$1.0B reported client assets across 6 advisory firms in FY2022 annual amendments
Reported client assets over time
Same-firm comparison: 3 firms that reported Union Bancaire Privee, Ubp S.A. 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 are shown but partial — only FY2017: 1 cohort firms, FY2018: 2 cohort firms, FY2019: 2 cohort firms.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Ameliora Wealth Management Ltd. | $550M | $706M | 77.9% | 03/23/2023 |
| Alveo Wealth Management, Llc | $232M | $243M | 95.3% | 03/08/2023 |
| Baseline Wealth Management Ltd. | $104M | $783M | 13.3% | 03/29/2023 |
| Beta Capital Management Llc | $44.8M | $470M | 9.5% | 03/30/2023 |
| Lion Capital Advisors Llc | $40.1M | $328M | 12.2% | 03/31/2023 |
| Lifeinvest Wealth Management, Ltd | $34.9M | $324M | 10.8% | 03/08/2023 |
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.