Union Bank & Trust Company
$3.8B reported client assets across 3 advisory firms in FY2022 annual amendments
Reported client assets over time
$1.4B
$3.8B
2017
2022
Same-firm comparison: 2 firms that reported Union Bank & Trust Company 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.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Whitetail Rock Capital Management, Llc | $3.3B | $3.5B | 93.8% | 03/29/2023 |
| Mairs And Power Inc | $445M | $9.7B | 4.6% | 03/31/2023 |
| Shum Financial Group, Inc. | $2.0M | $211M | 0.9% | 02/02/2023 |
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.