AdvisorCensus / Financial advisors / Connecticut / Bridgeport, CT / State Street Bank and Trust Company
Financial advisors in Bridgeport, CT using State Street Bank and Trust Company
7 SEC-registered investment advisory firms headquartered in the Bridgeport, CT metro area name State Street Bank and Trust Company as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| Arbour Lane Capital Management LP | Stamford | SEC-registered investment adviser | Over $5 billion |
| Axiom Investors | Greenwich | SEC-registered investment adviser | Over $5 billion |
| Hildene Capital Management | Stamford | SEC-registered investment adviser | Over $5 billion |
| Long Path Partners, LP | Stamford | SEC-registered investment adviser | $1 billion to $5 billion |
| Philosmith Capital Corporation | Stamford | SEC-registered investment adviser | $100 million to $500 million |
| Sound Shore Management Inc | Greenwich | SEC-registered investment adviser | $1 billion to $5 billion |
| Sprott Asset Management USA Inc. | Darien | 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. State Street Bank and Trust Company nationwide
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AdvisorCensus. Financial advisors in Bridgeport, CT using State Street Bank and Trust Company. https://advisorcensus.com/advisors/ct/bridgeport/custodians/state-street-bank-trust https://advisorcensus.com/advisors/ct/bridgeport/custodians/state-street-bank-trust