National Australia Bank Asset Servicing Limited
$1.5B reported client assets across 2 advisory firms in FY2024 annual amendments
Reported client assets over time
$1.5B
$3.8B
2017
2024
Same-firm comparison: 2 firms that reported National Australia Bank Asset Servicing Limited in both FY2023 and FY2024 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 |
|---|---|---|---|---|
| Intermede Investment Partners Limited | $958M | $5.5B | 17.4% | 03/28/2025 |
| Intermede Global Partners Inc | $534M | $3.2B | 16.5% | 03/28/2025 |
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.