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AdvisorCensus / Financial advisors / New York / New York, NY / U.S. Bank National Association

Financial advisors in New York, NY using U.S. Bank National Association

34 SEC-registered investment advisory firms headquartered in the New York, NY metro area name U.S. Bank National Association 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
1505 Capital LLCNew YorkSEC-registered investment adviser$100 million to $500 million
2E Capital Partners LPNew YorkSEC-registered investment adviser$100 million to $500 million
Academy Asset ManagementNew YorkSEC-registered investment adviser$1 billion to $5 billion
Aquarian Holdings Investment Management LLCNew YorkSEC-registered investment adviserOver $5 billion
Blue Owl Insurance SolutionsNew YorkSEC-registered investment adviserOver $5 billion
Cerberus Capital Management, L.P.New YorkSEC-registered investment adviserOver $5 billion
Churchill Asset Management LLCNew YorkSEC-registered investment adviserOver $5 billion
Crossingbridge Advisors, LLCPleasantvilleSEC-registered investment adviser$1 billion to $5 billion
Davidson Kempner Capital Management LPNew YorkSEC-registered investment adviserOver $5 billion
Eldridge Credit Advisers, LLCNew YorkSEC-registered investment adviserOver $5 billion
HSBC Global Asset Management (USA) Inc.New YorkSEC-registered investment adviserOver $5 billion
ICG Investments IncNew YorkSEC-registered investment adviserOver $5 billion
Indago Capital LLCNew YorkSEC-registered investment adviser$500 million to $1 billion
Invesco Senior Secured Management, Inc.New YorkSEC-registered investment adviserOver $5 billion
Kohlberg Kravis Roberts & Co. L.P.New YorkSEC-registered investment adviserOver $5 billion
Old Orchard Capital Management LPNew YorkSEC-registered investment adviser$1 billion to $5 billion
Onex Credit Partners, LLCEnglewood CliffsSEC-registered investment adviserOver $5 billion
Oppenheimer Investment Management LLCNew YorkSEC-registered investment adviser$500 million to $1 billion
Patton Wealth AdvisorsNew YorkSEC-registered investment adviser$500 million to $1 billion
Poetic Group LLCHackensackSEC-registered investment adviser$500 million to $1 billion
Ramirez Asset Management, Inc.New YorkSEC-registered investment adviserOver $5 billion
Reckoner Capital Management LLCNew YorkSEC-registered investment adviser$100 million to $500 million
Sagard Holdings Manager (US) LLCNew York CitySEC-registered investment adviser$1 billion to $5 billion
Sculptor Capital LPNew YorkSEC-registered investment adviserOver $5 billion
Setpoint CapitalNew YorkSEC-registered investment adviser$500 million to $1 billion
Silverpeak Real Estate Partners L.P.New YorkSEC-registered investment adviser$100 million to $500 million
Stacey Braun Associates IncNew YorkSEC-registered investment adviserOver $5 billion
Stonecastle Asset Management, LLCNew YorkSEC-registered investment adviserUnder $25 million
TPG Angelo GordonNew YorkSEC-registered investment adviserOver $5 billion
Treville Capital Management LLCNew YorkSEC-registered investment adviser$1 billion to $5 billion
Triangle Investment Management, LLCNew YorkSEC-registered investment adviser$100 million to $500 million
Vanderbilt Avenue Asset Management LLCNew YorkSEC-registered investment adviser$100 million to $500 million
Vectors Asset ManagementNew YorkSEC-registered investment adviser$1 billion to $5 billion
Willow Tree Credit Partners LPNew YorkSEC-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. Bank National Association nationwide

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AdvisorCensus. Financial advisors in New York, NY using U.S. Bank National Association. https://advisorcensus.com/advisors/ny/new-york/custodians/u-s-bank-national-association
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