Manufacturers And Traders Trust Company
$1.4B reported client assets across 7 advisory firms in FY2019 annual amendments
Reported client assets over time
$914M
$1.2B
2017
2019
Same-firm comparison: 6 firms that reported Manufacturers And Traders Trust Company in both FY2018 and FY2019 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 is shown but partial — only FY2017: 4 cohort firms.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Cornerstone Advisors Asset Management, Llc | $804M | $6.3B | 12.8% | 03/30/2020 |
| Peirce Park Group Inc. | $193M | $1.3B | 15.1% | 03/27/2020 |
| Fenimore Asset Management, Inc. | $160M | $3.4B | 4.7% | 12/20/2019 |
| Corbyn Investment Management Inc | $139M | $1.1B | 12.4% | 02/27/2020 |
| Argyle Capital Management, Llc | $60.6M | $323M | 18.8% | 03/23/2020 |
| Emstone Advisers, Llc | $23.4M | $73.1M | 32.0% | 03/26/2020 |
| Gator Capital Management, Llc | $5.7M | $129M | 4.4% | 01/22/2020 |
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.