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AdvisorCensus / Financial advisors / New York / New York, NY / Bank of America

Financial advisors in New York, NY using Bank of America

14 SEC-registered investment advisory firms headquartered in the New York, NY metro area name Bank of America as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.

All firms headquartered in New York, NY ยท How this list is built

FirmCityRegistrationAssets band
26NORTHNew YorkSEC-registered investment adviserOver $5 billion
American Capital Management IncNew YorkSEC-registered investment adviser$1 billion to $5 billion
Arnhold LLCNew YorkSEC-registered investment adviserOver $5 billion
Compass Rose Asset ManagementNew YorkSEC-registered investment adviserOver $5 billion
Edge Focus Capital Management, LLCNew YorkSEC-registered investment adviser$100 million to $500 million
GAM USA Inc.New YorkSEC-registered investment adviser$1 billion to $5 billion
Lagoda Investment Management, L.P.New YorkSEC-registered investment adviser$100 million to $500 million
Landmark Management, LLCNew YorkSEC-registered investment adviserOver $5 billion
Mana Advisors LLCNew YorkSEC-registered investment adviser$500 million to $1 billion
Pine Ridge Advisers LLCNew YorkSEC-registered investment adviserOver $5 billion
Quinbrook Infrastructure Partners LLCNew YorkSEC-registered investment adviserOver $5 billion
Related Fund Management, LLCNew YorkSEC-registered investment adviserOver $5 billion
TPG Angelo GordonNew YorkSEC-registered investment adviserOver $5 billion
Trian Fund Management, L.P.New YorkSEC-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. Bank of America nationwide

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