The Glenmede Trust Company, N.A.
$185M reported client assets across 2 advisory firms in FY2025 annual amendments
Reported client assets over time
$61.6M
$185M
2020
2025
Same-firm comparison: 2 firms that reported The Glenmede Trust Company, N.A. 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. 2020 is shown but partial — only FY2020: 1 cohort firms.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Energy Income Partners Llc | $118M | $6.1B | 1.9% | 03/30/2026 |
| Moody Aldrich Partners, Llc | $67.0M | $864M | 7.7% | 02/06/2026 |
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.