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

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

4 SEC-registered investment advisory firms headquartered in the Tampa, 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 Tampa, FL ยท How this list is built

FirmCityRegistrationAssets band
Deep Blue Investment AdvisorsTampaSEC-registered investment adviserOver $5 billion
Doubleline Alternatives LPTampaSEC-registered investment adviser$1 billion to $5 billion
Doubleline Capital LPTampaSEC-registered investment adviserOver $5 billion
Kopernik Global Investors, LLCTampaSEC-registered investment adviserOver $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 Tampa, FL using The Bank of New York Mellon. https://advisorcensus.com/advisors/fl/tampa/custodians/bank-of-new-york-mellon
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