U.S. Trust, Bank Of America Private Wealth Management
$279M reported client assets across 3 advisory firms in FY2018 annual amendments
Reported client assets over time
$18.4M
$20.6M
2017
2018
Same-firm comparison: 1 firms that reported U.S. Trust, Bank Of America Private Wealth Management 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 |
|---|---|---|---|---|
| Pine Ridge Advisers Llc | $160M | $863M | 18.5% | 03/20/2019 |
| J.P. Marvel Investment Advisors, Inc. | $101M | $353M | 28.5% | 03/21/2019 |
| Game Creek Capital, Lp | $18.4M | $278M | 6.6% | 03/28/2019 |
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.