Barclays Bank Plc
$2.4B reported client assets across 7 advisory firms in FY2025 annual amendments
Reported client assets over time
$623M
$1.9B
2023
2025
Same-firm comparison: 4 firms that reported Barclays Bank Plc 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. 2023 is shown but partial — only FY2023: 1 cohort firms. No matched data for FY2017, FY2018, FY2019, FY2020, FY2021, FY2022.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Sona Asset Management (Us) Llc | $954M | $33.5B | 2.8% | 03/31/2026 |
| Compass Rose Asset Management, Lp | $750M | $16.5B | 4.5% | 03/31/2026 |
| Quantech Solution Partners North America Inc. | $263M | $518M | 50.8% | 03/30/2026 |
| Claren Road Private Credit Solutions Llc | $200M | $278M | 72.0% | 03/05/2026 |
| Taconic Capital Advisors L.P. | $149M | $4.9B | 3.1% | 03/31/2026 |
| Man Investment Partners (Us) Lp | $37.1M | $2.9B | 1.3% | 03/30/2026 |
| Saba Capital Management, L.P. | $13.9M | $18.3B | 0.1% | 03/31/2026 |
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.