CITI PRIVATE ADVISORY, LLC
CRD #153777 SEC #801-71561 NEW YORK, NY 212-559-1000
SEC Registered Broker-Dealer Private Funds Disclosures
Total AUM
$18.3B
Discretionary
$18.3B
Employees
936
Clients
0
Accounts
183
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2022 | $18.3B | $18.3B | $23.8M | 95 | 0 |
| Sep 2022 | $18.3B | $18.3B | $23.8M | 95 | 0 |
| Aug 2022 | $18.3B | $18.3B | $23.8M | 936 | 0 |
| Jul 2022 | $18.3B | $18.3B | $23.8M | 936 | 0 |
| May 2022 | $18.1B | $18.1B | $23.8M | 936 | 0 |
| Mar 2022 | $18.1B | $18.1B | $23.8M | 936 | 0 |
| Mar 2022 | $15.8B | $15.8B | $35.4M | 864 | 0 |
| Nov 2021 | $15.8B | $15.8B | $35.4M | 864 | 0 |
| Jul 2021 | $15.8B | $15.8B | $35.4M | 864 | 0 |
| Apr 2021 | $14.8B | $14.8B | $35.4M | 864 | 0 |
| Apr 2021 | $14.8B | $14.8B | $35.4M | 864 | 0 |
| Mar 2021 | $14.8B | $14.8B | $35.4M | 864 | 0 |
| Jul 2020 | $13.3B | $13.3B | $50.3M | 855 | 0 |
| Jun 2020 | $13.1B | $13B | $50.3M | 855 | 0 |
| Jun 2020 | $13.1B | $13B | $50.3M | 855 | 0 |
| Jun 2020 | $13.1B | $13B | $50.3M | 855 | 0 |
| Apr 2020 | $13.1B | $13B | $50.3M | 855 | 0 |
| Mar 2020 | $13.1B | $13B | $50.3M | 855 | 0 |
| Jul 2019 | $11.6B | $11.5B | $49.7M | 784 | 0 |
| Mar 2019 | $11.2B | $11.2B | $49.7M | 784 | 0 |
| Mar 2019 | $10.1B | $10B | $73.9M | 712 | 145 |
| Sep 2018 | $10.1B | $10B | $73.9M | 712 | 145 |
| Sep 2018 | $10.1B | $10B | $73.9M | 712 | 145 |
| Jul 2018 | $10.1B | $10B | $73.9M | 712 | 145 |
| Jul 2018 | $9.7B | $9.6B | $73.9M | 712 | 143 |
| Apr 2018 | $9.7B | $9.6B | $73.9M | 712 | 143 |
| Mar 2018 | $9.7B | $9.6B | $73.9M | 712 | 143 |
| Mar 2018 | $9.7B | $9.6B | $73.9M | 712 | 143 |
| Aug 2017 | $7.6B | $7.5B | $95.4M | 691 | 140 |
| Aug 2017 | $7.6B | $7.5B | $95.4M | 691 | 140 |
| Mar 2017 | $7.6B | $7.5B | $95.4M | 691 | 140 |
| Jul 2016 | $7.3B | $7.1B | $187.2M | 81 | 130 |
| Mar 2016 | $7.1B | $6.9B | $187.2M | 81 | 130 |
| Nov 2015 | $5.8B | $5.7B | $153.6M | 64 | 109 |
| Jul 2015 | $5.8B | $5.7B | $153.6M | 64 | 109 |
| Jun 2015 | $5.8B | $5.7B | $153.6M | 64 | 109 |
| Jun 2015 | $5.8B | $5.7B | $153.6M | 64 | 109 |
| May 2015 | $5.8B | $5.7B | $153.6M | 64 | 109 |
| Apr 2015 | $5.8B | $5.7B | $153.6M | 64 | 109 |
| Mar 2015 | $5.8B | $5.7B | $153.6M | 64 | 109 |
| Jun 2014 | $4B | $3.9B | $97M | 58 | 102 |
| May 2014 | $4B | $3.9B | $97M | 58 | 102 |
| Apr 2014 | $4B | $3.9B | $97M | 58 | 102 |
| Mar 2014 | $3.8B | $3.7B | $97M | 58 | 102 |
| Aug 2013 | $3B | $2.9B | $39.3M | 55 | 106 |
| Jul 2013 | $3B | $2.9B | $39.3M | 55 | 106 |
| Jun 2013 | $3B | $2.9B | $39.3M | 55 | 106 |
| Apr 2013 | $3B | $2.9B | $39.3M | 55 | 106 |
| Apr 2013 | $3B | $2.9B | $39.3M | 55 | 106 |
| Mar 2013 | $3B | $2.9B | $39.3M | 55 | 106 |
| Mar 2013 | $3B | $2.9B | $39.3M | 55 | 106 |
| Mar 2013 | $2.4B | $2.4B | $27.4M | 53 | 113 |
| Feb 2013 | $2.4B | $2.4B | $27.4M | 53 | 113 |
| Jan 2013 | $2.4B | $2.4B | $27.4M | 53 | 113 |
| Jan 2013 | $2.4B | $2.4B | $27.4M | 53 | 113 |
| Dec 2012 | $2.4B | $2.4B | $27.4M | 53 | 113 |
| Oct 2012 | $2.4B | $2.4B | $27.4M | 51 | 113 |
| Aug 2012 | $2.4B | $2.4B | $27.4M | 51 | 113 |
| Jul 2012 | $2.4B | $2.4B | $27.4M | 51 | 113 |
| Jun 2012 | $2.4B | $2.4B | $27.4M | 51 | 113 |
| Jun 2012 | $2.4B | $2.4B | $27.4M | 51 | 113 |
| Jun 2012 | $2.4B | $2.4B | $27.4M | 51 | 113 |
| Jun 2012 | $2.4B | $2.4B | $27.4M | 51 | 113 |
| May 2012 | $2.4B | $2.4B | $27.4M | 51 | 113 |
| Apr 2012 | $2.4B | $2.4B | $27.4M | 51 | 113 |
| Apr 2012 | $2.4B | $2.4B | $27.4M | 51 | 113 |
| Mar 2012 | $2.4B | $2.4B | $27.4M | 51 | 113 |
| Nov 2011 | $3.1B | $3.1B | $0 | 51 | 26 |
| Mar 2011 | $3.1B | $3.1B | $0 | 51 | -- |
| Oct 2010 | $2.9B | $2.9B | $0 | -- | -- |
| Oct 2010 | $2.9B | $2.9B | $0 | -- | -- |
| Oct 2010 | $2.9B | $2.9B | $0 | -- | -- |
| Oct 2010 | $2.9B | $2.9B | $0 | -- | -- |
DateOct 2022
Total AUM$18.3B
Discretionary$18.3B
Non-Disc.$23.8M
Employees95
Clients0
DateSep 2022
Total AUM$18.3B
Discretionary$18.3B
Non-Disc.$23.8M
Employees95
Clients0
DateAug 2022
Total AUM$18.3B
Discretionary$18.3B
Non-Disc.$23.8M
Employees936
Clients0
DateJul 2022
Total AUM$18.3B
Discretionary$18.3B
Non-Disc.$23.8M
Employees936
Clients0
DateMay 2022
Total AUM$18.1B
Discretionary$18.1B
Non-Disc.$23.8M
Employees936
Clients0
DateMar 2022
Total AUM$18.1B
Discretionary$18.1B
Non-Disc.$23.8M
Employees936
Clients0
DateMar 2022
Total AUM$15.8B
Discretionary$15.8B
Non-Disc.$35.4M
Employees864
Clients0
DateNov 2021
Total AUM$15.8B
Discretionary$15.8B
Non-Disc.$35.4M
Employees864
Clients0
DateJul 2021
Total AUM$15.8B
Discretionary$15.8B
Non-Disc.$35.4M
Employees864
Clients0
DateApr 2021
Total AUM$14.8B
Discretionary$14.8B
Non-Disc.$35.4M
Employees864
Clients0
DateApr 2021
Total AUM$14.8B
Discretionary$14.8B
Non-Disc.$35.4M
Employees864
Clients0
DateMar 2021
Total AUM$14.8B
Discretionary$14.8B
Non-Disc.$35.4M
Employees864
Clients0
DateJul 2020
Total AUM$13.3B
Discretionary$13.3B
Non-Disc.$50.3M
Employees855
Clients0
DateJun 2020
Total AUM$13.1B
Discretionary$13B
Non-Disc.$50.3M
Employees855
Clients0
DateJun 2020
Total AUM$13.1B
Discretionary$13B
Non-Disc.$50.3M
Employees855
Clients0
DateJun 2020
Total AUM$13.1B
Discretionary$13B
Non-Disc.$50.3M
Employees855
Clients0
DateApr 2020
Total AUM$13.1B
Discretionary$13B
Non-Disc.$50.3M
Employees855
Clients0
DateMar 2020
Total AUM$13.1B
Discretionary$13B
Non-Disc.$50.3M
Employees855
Clients0
DateJul 2019
Total AUM$11.6B
Discretionary$11.5B
Non-Disc.$49.7M
Employees784
Clients0
DateMar 2019
Total AUM$11.2B
Discretionary$11.2B
Non-Disc.$49.7M
Employees784
Clients0
DateMar 2019
Total AUM$10.1B
Discretionary$10B
Non-Disc.$73.9M
Employees712
Clients145
DateSep 2018
Total AUM$10.1B
Discretionary$10B
Non-Disc.$73.9M
Employees712
Clients145
DateSep 2018
Total AUM$10.1B
Discretionary$10B
Non-Disc.$73.9M
Employees712
Clients145
DateJul 2018
Total AUM$10.1B
Discretionary$10B
Non-Disc.$73.9M
Employees712
Clients145
DateJul 2018
Total AUM$9.7B
Discretionary$9.6B
Non-Disc.$73.9M
Employees712
Clients143
DateApr 2018
Total AUM$9.7B
Discretionary$9.6B
Non-Disc.$73.9M
Employees712
Clients143
DateMar 2018
Total AUM$9.7B
Discretionary$9.6B
Non-Disc.$73.9M
Employees712
Clients143
DateMar 2018
Total AUM$9.7B
Discretionary$9.6B
Non-Disc.$73.9M
Employees712
Clients143
DateAug 2017
Total AUM$7.6B
Discretionary$7.5B
Non-Disc.$95.4M
Employees691
Clients140
DateAug 2017
Total AUM$7.6B
Discretionary$7.5B
Non-Disc.$95.4M
Employees691
Clients140
DateMar 2017
Total AUM$7.6B
Discretionary$7.5B
Non-Disc.$95.4M
Employees691
Clients140
DateJul 2016
Total AUM$7.3B
Discretionary$7.1B
Non-Disc.$187.2M
Employees81
Clients130
DateMar 2016
Total AUM$7.1B
Discretionary$6.9B
Non-Disc.$187.2M
Employees81
Clients130
DateNov 2015
Total AUM$5.8B
Discretionary$5.7B
Non-Disc.$153.6M
Employees64
Clients109
DateJul 2015
Total AUM$5.8B
Discretionary$5.7B
Non-Disc.$153.6M
Employees64
Clients109
DateJun 2015
Total AUM$5.8B
Discretionary$5.7B
Non-Disc.$153.6M
Employees64
Clients109
DateJun 2015
Total AUM$5.8B
Discretionary$5.7B
Non-Disc.$153.6M
Employees64
Clients109
DateMay 2015
Total AUM$5.8B
Discretionary$5.7B
Non-Disc.$153.6M
Employees64
Clients109
DateApr 2015
Total AUM$5.8B
Discretionary$5.7B
Non-Disc.$153.6M
Employees64
Clients109
DateMar 2015
Total AUM$5.8B
Discretionary$5.7B
Non-Disc.$153.6M
Employees64
Clients109
DateJun 2014
Total AUM$4B
Discretionary$3.9B
Non-Disc.$97M
Employees58
Clients102
DateMay 2014
Total AUM$4B
Discretionary$3.9B
Non-Disc.$97M
Employees58
Clients102
DateApr 2014
Total AUM$4B
Discretionary$3.9B
Non-Disc.$97M
Employees58
Clients102
DateMar 2014
Total AUM$3.8B
Discretionary$3.7B
Non-Disc.$97M
Employees58
Clients102
DateAug 2013
Total AUM$3B
Discretionary$2.9B
Non-Disc.$39.3M
Employees55
Clients106
DateJul 2013
Total AUM$3B
Discretionary$2.9B
Non-Disc.$39.3M
Employees55
Clients106
DateJun 2013
Total AUM$3B
Discretionary$2.9B
Non-Disc.$39.3M
Employees55
Clients106
DateApr 2013
Total AUM$3B
Discretionary$2.9B
Non-Disc.$39.3M
Employees55
Clients106
DateApr 2013
Total AUM$3B
Discretionary$2.9B
Non-Disc.$39.3M
Employees55
Clients106
DateMar 2013
Total AUM$3B
Discretionary$2.9B
Non-Disc.$39.3M
Employees55
Clients106
DateMar 2013
Total AUM$3B
Discretionary$2.9B
Non-Disc.$39.3M
Employees55
Clients106
DateMar 2013
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$27.4M
Employees53
Clients113
DateFeb 2013
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$27.4M
Employees53
Clients113
DateJan 2013
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$27.4M
Employees53
Clients113
DateJan 2013
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$27.4M
Employees53
Clients113
DateDec 2012
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$27.4M
Employees53
Clients113
DateOct 2012
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$27.4M
Employees51
Clients113
DateAug 2012
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$27.4M
Employees51
Clients113
DateJul 2012
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$27.4M
Employees51
Clients113
DateJun 2012
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$27.4M
Employees51
Clients113
DateJun 2012
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$27.4M
Employees51
Clients113
DateJun 2012
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$27.4M
Employees51
Clients113
DateJun 2012
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$27.4M
Employees51
Clients113
DateMay 2012
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$27.4M
Employees51
Clients113
DateApr 2012
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$27.4M
Employees51
Clients113
DateApr 2012
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$27.4M
Employees51
Clients113
DateMar 2012
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$27.4M
Employees51
Clients113
DateNov 2011
Total AUM$3.1B
Discretionary$3.1B
Non-Disc.$0
Employees51
Clients26
DateMar 2011
Total AUM$3.1B
Discretionary$3.1B
Non-Disc.$0
Employees51
Clients--
DateOct 2010
Total AUM$2.9B
Discretionary$2.9B
Non-Disc.$0
Employees--
Clients--
DateOct 2010
Total AUM$2.9B
Discretionary$2.9B
Non-Disc.$0
Employees--
Clients--
DateOct 2010
Total AUM$2.9B
Discretionary$2.9B
Non-Disc.$0
Employees--
Clients--
DateOct 2010
Total AUM$2.9B
Discretionary$2.9B
Non-Disc.$0
Employees--
Clients--