Cibc Mellon Trust Company
$65.8B reported client assets across 27 advisory firms in FY2024 annual amendments
Reported client assets over time
Same-firm comparison: 20 firms that reported Cibc Mellon Trust Company in both FY2023 and FY2024 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. 2017, 2018, 2019, 2020 are shown but partial — only FY2017: 6 cohort firms, FY2018: 10 cohort firms, FY2019: 12 cohort firms, FY2020: 13 cohort firms.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Cibc Asset Management Inc. | $22.3B | $142B | 15.7% | 01/29/2025 |
| Epoch Investment Partners, Inc. | $13.5B | $33.1B | 40.7% | 01/28/2025 |
| Addenda Capital Inc. | $12.7B | $26.2B | 48.5% | 03/28/2025 |
| Knights Of Columbus Asset Advisors Llc | $2.9B | $28.0B | 10.3% | 03/27/2025 |
| Letko, Brosseau & Associates Inc. | $2.8B | $17.2B | 16.4% | 12/18/2024 |
| N | $2.6B | $15.0B | 17.0% | 03/27/2025 |
| Guardian Capital Lp | $2.1B | $10.2B | 20.3% | 03/31/2025 |
| Vontobel Asset Management, Inc. | $1.6B | $26.7B | 5.9% | 03/27/2025 |
| Edgepoint Investment Group Inc. | $1.3B | $26.2B | 4.9% | 06/26/2024 |
| Grantham Mayo Van Otterloo & Co Llc | $1.1B | $68.6B | 1.6% | 03/28/2025 |
| Foyston, Gordon & Payne Inc. | $975M | $4.7B | 20.6% | 03/31/2025 |
| Independent Franchise Partners Llp | $500M | $16.5B | 3.0% | 06/14/2024 |
| Guardian Partners Inc. | $330M | $2.9B | 11.3% | 03/31/2025 |
| Black Creek Investment Management Inc. | $271M | $7.8B | 3.5% | 12/26/2024 |
| Franklin Templeton Investments Corp. | $217M | $21.6B | 1.0% | 12/24/2024 |
| Spruceview Capital Partners Llc | $170M | $2.3B | 7.5% | 03/26/2025 |
| Invesco Canada Ltd. | $145M | $18.2B | 0.8% | 03/31/2025 |
| Hazelview Securities Inc. | $114M | $1.1B | 10.2% | 03/25/2025 |
| Heronetta Management, L.P. | $82.4M | $324M | 25.4% | 03/31/2025 |
| Hillsdale Investment Management Inc. | $79.2M | $4.5B | 1.8% | 03/30/2025 |
| Nomura Asset Management U.S.A. Inc | $37.4M | $827M | 4.5% | 05/29/2024 |
| Onex Credit Partners, Llc | $33.9M | $23.5B | 0.1% | 03/31/2025 |
| Dws Investments Australia Limited | $30.5M | $1.4B | 2.1% | 03/31/2025 |
| Dws Alternatives Global Limited | $22.1M | $16.6B | 0.1% | 03/31/2025 |
| Deans Knight Capital Management Ltd. | $16.8M | $336M | 5.0% | 03/11/2025 |
| Raven Credit Capital Management Llc | $15.2M | $1.3B | 1.1% | 03/31/2025 |
| Nymbus Capital Inc. | $4.0M | $664M | 0.6% | 03/26/2025 |
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.