AdvisorCensus / Financial advisors / Connecticut / Bridgeport, CT / Citibank, N.A.
Financial advisors in Bridgeport, CT using Citibank, N.A.
4 SEC-registered investment advisory firms headquartered in the Bridgeport, CT metro area name Citibank, N.A. as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| Castlekeep Investment Advisors | Westport | SEC-registered investment adviser | $500 million to $1 billion |
| Corecommodity Management, LLC | Stamford | SEC-registered investment adviser | $1 billion to $5 billion |
| Eagle Point Credit Management LLC | Greenwich | SEC-registered investment adviser | Over $5 billion |
| Fermat Capital Management, LLC | Westport | 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. Citibank, N.A. nationwide
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