Bank Of Montreal
$625M reported client assets across 2 advisory firms in FY2025 annual amendments
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Canal Road Capital, Llc | $500M | $1.3B | 39.6% | 03/24/2026 |
| Ehrenkranz Partners L.P. | $125M | $21.5B | 0.6% | 03/26/2026 |
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.