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AdvisorCensus / Financial advisors / Florida / Miami, FL / The Bank of New York Mellon

Financial advisors in Miami, FL using The Bank of New York Mellon

9 SEC-registered investment advisory firms headquartered in the Miami, FL 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.

All firms headquartered in Miami, FL ยท How this list is built

FirmCityRegistrationAssets band
Arga Investment Management, LPMiamiSEC-registered investment adviserOver $5 billion
Doma Perpetual Capital Management LLCMiamiSEC-registered investment adviser$100 million to $500 million
DSM Capital PartnersPalm Beach GardensSEC-registered investment adviserOver $5 billion
Dudley & Shanley, Inc.Palm BeachSEC-registered investment adviser$500 million to $1 billion
GQG PartnersFort LauderdaleSEC-registered investment adviserOver $5 billion
H.I.G. Capital, LLCMiamiSEC-registered investment adviserOver $5 billion
IntechWest Palm BeachSEC-registered investment adviserOver $5 billion
LS BDC Adviser, LLCMiamiSEC-registered investment adviser$1 billion to $5 billion
Templeton Investment Counsel, LLCFt. LauderdaleSEC-registered investment adviser$1 billion to $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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AdvisorCensus. Financial advisors in Miami, FL using The Bank of New York Mellon. https://advisorcensus.com/advisors/fl/miami/custodians/bank-of-new-york-mellon
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