Banco Sabadell Miami Branch
$81.3M reported client assets across 2 advisory firms in FY2019 annual amendments
Reported client assets over time
$54.7M
$84.3M
2017
2019
Same-firm comparison: 2 firms that reported Banco Sabadell Miami 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. 2017 is shown but partial — only FY2017: 1 cohort firms.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Dragus Capital, Llc | $59.7M | $202M | 29.5% | 03/16/2020 |
| Iadvise Partners Llc | $21.6M | $163M | 13.3% | 03/17/2020 |
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.