Hsbc Trinkaus & Burkhardt, Ag
$3.4B reported client assets across 4 advisory firms in FY2022 annual amendments
Reported client assets over time
$1.8B
$2.8B
2019
2022
Same-firm comparison: 3 firms that reported Hsbc Trinkaus & Burkhardt, Ag in both FY2021 and FY2022 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. 2019 is shown but partial — only FY2019: 1 cohort firms. No matched data for FY2018.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Eig Management Company, Llc | $2.1B | $20.9B | 10.2% | 03/31/2023 |
| Cooke & Bieler, L.P. | $610M | $10.7B | 5.7% | 03/31/2023 |
| Eastspring Investments (Singapore) Limited | $455M | $118B | 0.4% | 03/30/2023 |
| Metzler Payden, Llc | $171M | $1.2B | 14.0% | 03/31/2023 |
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.