Credit Suisse Ag, Nassau Branch
$984M reported client assets across 2 advisory firms in FY2019 annual amendments
Reported client assets over time
$811M
$845M
2017
2019
Same-firm comparison: 1 firms that reported Credit Suisse Ag, Nassau Branch 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.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Turim 21 Investimentos Ltda | $845M | $4.0B | 21.2% | 05/08/2020 |
| Iq Eq Fund Management (Singapore) Private Limited | $139M | $3.0B | 4.6% | 03/30/2020 |
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.