Citigroup, Inc.
$117B reported client assets across 12 advisory firms in FY2025 annual amendments
Reported client assets over time
Same-firm comparison: 11 firms that reported Citigroup, Inc. in both FY2024 and FY2025 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, 2019, 2020, 2021, 2022 are shown but partial — only FY2017: 2 cohort firms, FY2018: 3 cohort firms, FY2019: 3 cohort firms, FY2020: 4 cohort firms, FY2021: 7 cohort firms, FY2022: 8 cohort firms.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Teachers Advisors, Llc | $104B | $436B | 23.7% | 03/28/2026 |
| Franklin Templeton Investment Management Limited | $3.6B | $40.5B | 8.8% | 12/19/2025 |
| Templeton Asset Management Ltd. | $2.5B | $24.0B | 10.2% | 12/22/2025 |
| Virtus Fixed Income Advisers, Llc | $2.2B | $34.9B | 6.4% | 03/30/2026 |
| Milliman Financial Risk Management Llc | $1.8B | $40.3B | 4.4% | 03/31/2026 |
| Los Angeles Capital Management Llc | $1.6B | $40.6B | 3.9% | 03/27/2026 |
| Joel R. Mogy Investment Counsel Inc. | $731M | $2.1B | 35.5% | 03/24/2025 |
| Cbre Investment Management Listed Real Assets Llc | $576M | $10.8B | 5.3% | 03/30/2026 |
| Squadra Investments Gestao De Recursos Ltda. | $425M | $2.1B | 20.4% | 03/31/2026 |
| Santa Lucia Asset Management Pte. Ltd. | $306M | $1.2B | 25.5% | 09/24/2025 |
| Central Family Advisors, Llc | $164M | $608M | 27.0% | 03/05/2026 |
| Hollander Asset Management Llc | $101M | $420M | 24.1% | 03/30/2026 |
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.