# U.S. TRUST COMPANY

U.S. TRUST COMPANY of STAMFORD, CT is an SEC-registered investment adviser.

## Registration

- CRD: 112745
- Type: SEC-registered investment adviser
- SEC file number: 801-60279
- Location: 225 HIGH RIDGE RD., WEST BUILDING, STAMFORD, CT, 06905
- Phone: 203-352-4400
- Latest filing: 2003-04-22
- Regulatory AUM: $12.4B
- Discretionary AUM: $12.4B
- Clients: 6
- Accounts: 35

## Officers, owners & control persons (16)

| Name | Role | Location |
| --- | --- | --- |
| [BAILEY JAMES LEE](https://search.stillhousedata.com/person/728881) | EXECUTIVE VICE PRESIDENT, U.S. TRUST CORPORATION | — |
| [HASSENFELT STEPHEN CRAIG](https://search.stillhousedata.com/person/731263) | CHIEF OPERATING OFFICER FOR INVESTMENTS FOR U.S. TRUST CORPORATION SUBSIDIARIES; EXECUTIVE VICE PRESIDENT & CHIEF OPERATING OFFICER FOR U.S. TRUST CORPORATION INVESTMENTS | — |
| [WILLIAMS BRUCE JOHN](https://search.stillhousedata.com/person/736197) | MANAGING DIRECTOR | — |
| [LINDGREN DOUGLAS ALAN](https://search.stillhousedata.com/person/739227) | MANAGING DIRECTOR | — |
| [DAVISON SHARON MAURINE](https://search.stillhousedata.com/person/761815) | DIRECTOR OF SECURITIES COMPLIANCE FOR U.S. TRUST CORPORATION SUBSIDIARIES | — |
| [WALLING CRAIG LEE](https://search.stillhousedata.com/person/761816) | CHAIRMAN, PRESIDENT, CEO AND DIRECTOR | — |
| [PYLE DOUGLAS HILDRETH](https://search.stillhousedata.com/person/761823) | MANAGING DIRECTOR | — |
| [MCALLEY KENNETH JOSEPH](https://search.stillhousedata.com/person/761824) | EXECUTIVE VICE PRESIDENT | — |
| [FUNCK WILLIAM MICHAEL](https://search.stillhousedata.com/person/788088) | PRESIDENT & CEO, U.S. TRUST COMPANY; REGIONAL PRESIDENT, U.S. TRUST COMPANY | — |
| [WALSH KENNETH G](https://search.stillhousedata.com/person/788089) | EXECUTIVE VICE-PRESIDENT | — |
| [SCHMIDT BRIAN FRANCIS](https://search.stillhousedata.com/person/788090) | SENIOR VICE-PRESIDENT | — |
| [FERDINAND WILLIAM VAN](https://search.stillhousedata.com/person/788091) | MANAGING DIRECTOR | — |
| [LINDGREN DOUGLAS](https://search.stillhousedata.com/person/788092) | MANAGING DIRECTOR | — |
| [WILSON HOWARD EMERSON NESTOR](https://search.stillhousedata.com/person/788093) | PRESIDENT & CHIEF EXECUTIVE OFFICER, U.S. TRUST COMPANY | — |
| [ELLIS KATHERINE THERESE](https://search.stillhousedata.com/person/802347) | MANAGING DIRECTOR | — |
| [BAILEY JAMES L](https://search.stillhousedata.com/person/804917) | EXECUTIVE VICE PRESIDENT, U.S. TRUST CORPORATION | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/112745/brochure
- Similar advisers: https://search.stillhousedata.com/firm/112745/similar
- Related entities: https://search.stillhousedata.com/firm/112745/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/112745

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.