Constellation Trust Company
$3.5B reported client assets across 3 advisory firms in FY2018 annual amendments
Reported client assets over time
$3.5B
$3.6B
2017
2018
Same-firm comparison: 3 firms that reported Constellation Trust Company 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 |
|---|---|---|---|---|
| Orion Portfolio Solutions, Llc | $3.4B | $8.6B | 39.9% | 03/29/2019 |
| Sound Asset Management Group, Llc | $87.5M | $83.4M | 104.9% | 03/26/2019 |
| Its Asset Management Lp | $13.3M | $129M | 10.3% | 02/27/2019 |
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.