Folio Institutional
$146M reported client assets across 2 advisory firms in FY2020 annual amendments
Reported client assets over time
$130M
$140M
2017
2020
Same-firm comparison: 1 firms that reported Folio Institutional in both FY2019 and FY2020 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 |
|---|---|---|---|---|
| Caitlin John, Llc | $140M | $219M | 63.9% | 03/31/2021 |
| Impact Investors, Inc. | $5.6M | $222M | 2.5% | 03/30/2021 |
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.