Amalgamated Bank
$2.8B reported client assets across 11 advisory firms in FY2022 annual amendments
Reported client assets over time
Same-firm comparison: 8 firms that reported Amalgamated Bank 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, 2020 are shown but partial — only FY2017: 3 cohort firms, FY2018: 3 cohort firms, FY2019: 5 cohort firms, FY2020: 6 cohort firms.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Stacey Braun Associates Inc | $553M | $3.6B | 15.1% | 03/29/2023 |
| Weaver C. Barksdale & Associates, Inc. | $498M | $3.6B | 13.7% | 03/31/2023 |
| Atalanta Sosnoff Capital, Llc | $445M | $3.9B | 11.5% | 03/31/2023 |
| Sierra Investment Partners, Inc. | $356M | $4.2B | 8.6% | 12/22/2022 |
| Mma Asset Management Llc | $259M | $463M | 55.9% | 03/28/2023 |
| Sellwood Investment Partners Llc | $187M | $1.3B | 14.7% | 03/29/2023 |
| N | $184M | $1.9B | 9.7% | 02/24/2023 |
| N | $159M | $677M | 23.4% | 03/27/2023 |
| Old Glory Asset Management Llc | $132M | $405M | 32.5% | 03/31/2023 |
| Paradigm Asset Management Company, L.L.C. | $42.4M | $374M | 11.3% | 03/30/2023 |
| Trustee Empowerment & Protection, Inc. | $7.4M | $7.4M | 100.0% | 03/14/2023 |
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.