Creating Value Across Asset Classes
SBH addresses the complex demands and constraints of our institutional clients by providing optimal solutions and strategies backed by rigorous analysis. Our long-standing relationships with leading institutional clients reflect our experience and commitment of resources to successfully address unique growth and client objectives.
*Data as of June 30, 2019. To provide transparency into the firm’s Model UMA assets, SBH is renaming AUM (Assets Under Management) to AUM/AUA (Assets Under Advisement) and providing Model UMA assets quarterly, starting with 2Q19. Model UMA assets of $468 million are included in the AUA portion of the AUM/AUA total as of June 30, 2019.