Il&Fs Securities Services Limited
$1.4M reported client assets across 2 advisory firms in FY2023 annual amendments
Reported client assets over time
$845K
$1.1B
2018
2023
Same-firm comparison: 2 firms that reported Il&Fs Securities Services Limited in both FY2022 and FY2023 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. 2018 is shown but partial — only FY2018: 1 cohort firms.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Avendus Wealth Management Private Limited | $725K | $1.7B | 0.0% | 06/28/2023 |
| Old Bridge Capital Management Private Limited | $669K | $277M | 0.2% | 06/19/2023 |
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.