Bankers' Bank
$4.1B reported client assets across 3 advisory firms in FY2020 annual amendments
Reported client assets over time
$3.3B
$4.1B
2017
2020
Same-firm comparison: 3 firms that reported Bankers' Bank in both FY2019 and FY2020 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 are shown but partial — only FY2017: 1 cohort firms, FY2018: 2 cohort firms.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Keystate Advisory, Llc | $3.4B | $9.7B | 34.7% | 03/25/2021 |
| Bps Capital Management, Inc. | $719M | $3.9B | 18.5% | 01/26/2021 |
| North Shore Private Asset Management, Llc | $14.8M | $329M | 4.5% | 04/01/2021 |
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.