AdvisorCensus / Financial advisors / California / San Francisco, CA / The Bank of New York Mellon
Financial advisors in San Francisco, CA using The Bank of New York Mellon
12 SEC-registered investment advisory firms headquartered in the San Francisco, CA metro area name The Bank of New York Mellon as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| Adelante Capital Management LLC | Alameda | SEC-registered investment adviser | $1 billion to $5 billion |
| BVF Partners L.P. | San Francisco | SEC-registered investment adviser | Over $5 billion |
| Candide Group | Oakland | SEC-registered investment adviser | $100 million to $500 million |
| Dodge & COX | San Francisco | SEC-registered investment adviser | Over $5 billion |
| Franklin Advisers, Inc. | San Mateo | SEC-registered investment adviser | Over $5 billion |
| KKR Credit Advisors (US) LLC | San Francisco | SEC-registered investment adviser | Over $5 billion |
| Leading Edge Investment Advisors,llc | San Francisco | SEC-registered investment adviser | Over $5 billion |
| Makena Capital Management, LLC | Menlo Park | SEC-registered investment adviser | Over $5 billion |
| Sierra Investment Partners, Inc. | Walnut Creek | SEC-registered investment adviser | Over $5 billion |
| Skba Capital Management, LLC | San Francisco | SEC-registered investment adviser | $500 million to $1 billion |
| Snyder Capital Management LP | San Francisco | SEC-registered investment adviser | Over $5 billion |
| White Oak Global Advisors, LLC | San Francisco | SEC-registered investment adviser | Over $5 billion |
Custodians are as filed on Form ADV, Schedule D, Section 5.K(3), which lists each custodian holding 10% or more of an adviser's separately managed account assets, from the firm's most recent filing. A custodian holds client assets; it does not endorse or supervise the adviser. AdvisorCensus has no relationship with any custodian. The Bank of New York Mellon nationwide
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