AdvisorCensus / Financial advisors / Florida / Miami, FL / State Street Bank and Trust Company
Financial advisors in Miami, FL using State Street Bank and Trust Company
8 SEC-registered investment advisory firms headquartered in the Miami, FL 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 |
|---|---|---|---|
| Canal Road Capital, LLC | Miami | SEC-registered investment adviser | $1 billion to $5 billion |
| Channing Global Advisors, LLC | Fort Lauderdale | SEC-registered investment adviser | $1 billion to $5 billion |
| Concise Capital Management, L.P. | Miami | SEC-registered investment adviser | $500 million to $1 billion |
| DSM Capital Partners | Palm Beach Gardens | SEC-registered investment adviser | Over $5 billion |
| GQG Partners | Fort Lauderdale | SEC-registered investment adviser | Over $5 billion |
| Martin Investment Management, LLC | Palm Beach Gardens | SEC-registered investment adviser | $500 million to $1 billion |
| Panoramika Advisors Inc. | Miami | SEC-registered investment adviser | $1 billion to $5 billion |
| Sanders Capital, LLC | West Palm Beach | 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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