Societe Generale International Limited
$425M reported client assets across 2 advisory firms in FY2020 annual amendments
Reported client assets over time
$309M
$504M
2017
2020
Same-firm comparison: 2 firms that reported Societe Generale International Limited in both FY2019 and FY2020 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 are shown but partial — only FY2017: 1 cohort firms, FY2018: 1 cohort firms.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Halyard Asset Management Llc | $418M | $1.4B | 29.6% | 03/16/2021 |
| Millburn Ridgefield Llc | $6.4M | $2.9B | 0.2% | 03/22/2021 |
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.