Customers Bancorp, Inc.
$702M reported client assets across 3 advisory firms in FY2021 annual amendments
Reported client assets over time
$87.3M
$186M
2017
2021
Same-firm comparison: 1 firms that reported Customers Bancorp, Inc. in both FY2020 and FY2021 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 |
|---|---|---|---|---|
| Oasis Investment Strategies Llc | $584M | $7.6B | 7.7% | 03/31/2022 |
| Vanderbilt Avenue Asset Management Llc | $87.3M | $399M | 21.9% | 03/31/2022 |
| Spp Credit Advisors Llc | $30.3M | $90.9M | 33.4% | 03/25/2022 |
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.