AdvisorCensus / Financial advisors / New York / New York, NY / U.S. Bancorp Investments, Inc.
Financial advisors in New York, NY using U.S. Bancorp Investments, Inc.
3 SEC-registered investment advisory firms headquartered in the New York, NY metro area name U.S. Bancorp Investments, Inc. as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| Phoenix Merchant Partners, LP | Rye | SEC-registered investment adviser | $1 billion to $5 billion |
| Pretium Residential Credit Management, LLC | New York | SEC-registered investment adviser | Over $5 billion |
| Seelaus Asset Management, LLC | Chatham | SEC-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. U.S. Bancorp Investments, Inc. nationwide
Cite this page
AdvisorCensus. Financial advisors in New York, NY using U.S. Bancorp Investments, Inc.. https://advisorcensus.com/advisors/ny/new-york/custodians/u-s-bancorp-investments https://advisorcensus.com/advisors/ny/new-york/custodians/u-s-bancorp-investments