Cf Secured, Llc
$6.4B reported client assets across 2 advisory firms in FY2025 annual amendments
Reported client assets over time
$3.6B
$6.4B
2023
2025
Same-firm comparison: 2 firms that reported Cf Secured, Llc in both FY2024 and FY2025 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. 2023 is shown but partial — only FY2023: 1 cohort firms.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Btg Pactual Asset Management Us , Llc | $6.2B | $30.1B | 20.6% | 03/31/2026 |
| Psp Research Llc | $179M | $179M | 100.0% | 02/27/2026 |
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.