Pictet & Cie
$19.8M reported client assets across 2 advisory firms in FY2019 annual amendments
Reported client assets over time
$5.1M
$13.4M
2018
2019
Same-firm comparison: 1 firms that reported Pictet & Cie in both FY2018 and FY2019 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 |
|---|---|---|---|---|
| Lloyd Capital Llc | $13.4M | $29.0M | 46.0% | 05/14/2020 |
| South Street Advisors, Llc | $6.4M | $534M | 1.2% | 03/30/2020 |
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.