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SRB CORPORATION
CRD 161163File 801-73734
APPROVED
Custody
Filing as of Mar 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$4.82B
Top 25% of cohort (national)
Discretionary AUM
$4.82B
Clients
20
22 accounts
Employees
4
Top 25% of cohort in MA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Mar 30, 2012
- Principal office
- 695 ATLANTIC AVENUE, BOSTON, MA, 02111-2623
- Phone
- 857-205-1697
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $4.82B
- Discretionary AUM
- $4.82B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 22
- Non-discretionary accounts
- 0
- Total accounts
- 22
- AUM per client
- $241.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $229.3M |
| Insurance companies | 20 | $4.59B |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Other advisory activities
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.