Investor intelligence · Universe
Investor universe
The public-regulatory universe, RIAs & family offices (Form ADV) and institutional managers (13F). Click any entity for its profile & holdings. Read-only; public SEC data, no contacts.
36,242 matches · showing 901–1000 (page 10 of 363)
| Entity | Type | AUM | Location | Anchor |
|---|---|---|---|---|
| AMERICAN SECURITIES LLC → | RIA / FO | $18.9B | NEW YORK, NY | CRD 160648 |
| PARK SQUARE CAPITAL USA LP → | RIA / FO | $18.9B | NEW YORK, NY | CRD 338573 |
| BRIGHTON JONES LLC → | RIA / FO | $18.9B | SEATTLE, WA | CRD 108601 |
| FIDELITY DIVERSIFYING SOLUTIONS LLC → | RIA / FO | $18.9B | BOSTON, MA | CRD 315088 |
| CAPRICORN INVESTMENT GROUP LLC → | RIA / FO | $18.9B | NEW YORK, NY | CRD 147417 |
| LETKO, BROSSEAU & ASSOCIATES INC. → | RIA / FO | $18.8B | MONTREAL, QUEBEC | CRD 133221 |
| TRANSAMERICA RETIREMENT ADVISORS, LLC → | RIA / FO | $18.8B | CEDAR RAPIDS, IA | CRD 107319 |
| BOYD WATTERSON ASSET MANAGEMENT, LLC → | RIA / FO | $18.8B | CLEVELAND, OH | CRD 107808 |
| BLACKSTONE LIQUID CREDIT STRATEGIES LLC → | RIA / FO | $18.8B | NEW YORK, NY | CRD 144537 |
| ALTIMETER CAPITAL MANAGEMENT, LP → | RIA / FO | $18.8B | MENLO PARK, CA | CRD 160017 |
| STRATOS WEALTH PARTNERS, LTD → | RIA / FO | $18.6B | BEACHWOOD, OH | CRD 153184 |
| PGIM LUXEMBOURG S.A. → | RIA / FO | $18.6B | LUXEMBOURG | CRD 281562 |
| MONROE CAPITAL MANAGEMENT ADVISORS LLC → | RIA / FO | $18.6B | CHICAGO, IL | CRD 157073 |
| ROYALTY PHARMA MANAGER, LLC → | RIA / FO | $18.5B | NEW YORK, NY | CRD 334982 |
| 1823 PARTNERS (US) LLC → | RIA / FO | $18.5B | MIAMI, FL | CRD 333927 |
| COMPREHENSIVE FINANCIAL MANAGEMENT LLC → | RIA / FO | $18.5B | LOS GATOS, CA | CRD 159641 |
| FUNDSMITH, LLP → | RIA / FO | $18.5B | LONDON | CRD 160365 |
| AB CARVAL INVESTORS, LP → | RIA / FO | $18.4B | MINNEAPOLIS, MN | CRD 141819 |
| ROCK CREEK GROUP LLC → | RIA / FO | $18.4B | WASHINGTON, DC | CRD 125409 |
| SABA CAPITAL MANAGEMENT, L.P. → | RIA / FO | $18.3B | NEW YORK, NY | CRD 154362 |
| SPECTRUM ASSET MANAGEMENT, INC. → | RIA / FO | $18.3B | STAMFORD, CT | CRD 300463 |
| GREENOAKS → | RIA / FO | $18.3B | SAN FRANCISCO, CA | CRD 165941 |
| ACORE CAPITAL, LP → | RIA / FO | $18.3B | NEW YORK, NY | CRD 175054 |
| SIGULER GUFF ADVISERS LLC → | RIA / FO | $18.3B | NEW YORK, NY | CRD 106788 |
| AMG FUNDS LLC → | RIA / FO | $18.3B | STAMFORD, CT | CRD 153456 |
| RCP ADVISORS 2, LLC → | RIA / FO | $18.2B | DALLAS, TX | CRD 289963 |
| ARLINGTON CAPITAL PARTNERS → | RIA / FO | $18.2B | BETHESDA, MD | CRD 160265 |
| DEEP BLUE INVESTMENT ADVISORS → | RIA / FO | $18.2B | TAMPA, FL | CRD 115344 |
| ATLAS HOLDINGS LLC → | RIA / FO | $18.1B | GREENWICH, CT | CRD 160610 |
| REVERENCE CAPITAL PARTNERS → | RIA / FO | $18.1B | NEW YORK, NY | CRD 171471 |
| TOWNSQUARE CAPITAL, LLC → | RIA / FO | $18.1B | LEHI, UT | CRD 288576 |
| MACKENZIE INVESTMENTS → | RIA / FO | $18.1B | BOSTON, MA | CRD 165899 |
| ASPIRIANT, LLC → | RIA / FO | $18.0B | LOS ANGELES, CA | CRD 146720 |
| STEPHENS → | RIA / FO | $18.0B | LITTLE ROCK, AR | CRD 3496 |
| BLACKROCK ALTERNATIVES MANAGEMENT, LLC → | RIA / FO | $18.0B | NEW YORK, NY | CRD 288041 |
| BOOTHBAY FUND MANAGEMENT → | RIA / FO | $18.0B | NEW YORK, NY | CRD 163706 |
| MERCURY ADVISORY, LLC → | RIA / FO | $17.9B | SAN FRANCISCO, CA | CRD 308960 |
| BLACKSTONE PRIVATE INVESTMENTS ADVISORS L.L.C. → | RIA / FO | $17.9B | NEW YORK, NY | CRD 317860 |
| CEVIAN CAPITAL II GP LIMITED → | RIA / FO | $17.8B | ST. HELIER | CRD 140659 |
| WILMINGTON TRUST INVESTMENT ADVISORS, INC. → | RIA / FO | $17.8B | WILMINGTON, DE | CRD 106909 |
| OMERS INFRASTRUCTURE AND OMERS INFRASTRUCTURE US → | RIA / FO | $17.8B | NEW YORK, NY | CRD 170309 |
| WE FAMILY OFFICES → | RIA / FO | $17.8B | CORAL GABLES, FL | CRD 109869 |
| WELLINGTON MANAGEMENT JAPAN PTE LTD → | RIA / FO | $17.7B | TOKYO | CRD 165192 |
| F/M INVESTMENTS LLC → | RIA / FO | $17.7B | WASHINGTON, DC | CRD 304405 |
| AMPLIFY ETFS → | RIA / FO | $17.7B | LISLE, IL | CRD 173781 |
| INVESCO LOAN MANAGER, LLC → | RIA / FO | $17.7B | NEW YORK, NY | CRD 306746 |
| MODERA WEALTH MANAGEMENT, LLC → | RIA / FO | $17.7B | WESTWOOD, NJ | CRD 155649 |
| MERGANSER CAPITAL MANAGEMENT, LLC → | RIA / FO | $17.7B | BOSTON, MA | CRD 169258 |
| VINVA INVESTMENT MANAGEMENT → | RIA / FO | $17.6B | SYDNEY, NSW | CRD 334058 |
| DURABLE CAPITAL PARTNERS LP → | RIA / FO | $17.6B | BETHESDA, MD | CRD 305221 |
| GEOWEALTH MANAGEMENT LLC → | RIA / FO | $17.6B | CHICAGO, IL | CRD 148222 |
| SEARCHLIGHT CAPITAL PARTNERS → | RIA / FO | $17.5B | NEW YORK, NY | CRD 161958 |
| PATIENT SQUARE CAPITAL, LP → | RIA / FO | $17.5B | MENLO PARK, CA | CRD 312203 |
| PENSERRA CAPITAL MANAGEMENT LLC → | RIA / FO | $17.5B | ORINDA, CA | CRD 159042 |
| LIMEKILN REAL ESTATE INVESTMENT MANAGEMENT, LP → | RIA / FO | $17.5B | NEW YORK, NY | CRD 297109 |
| AMERICAN INDUSTRIAL PARTNERS → | RIA / FO | $17.5B | NEW YORK, NY | CRD 156878 |
| RECORD CURRENCY MANAGEMENT INC → | RIA / FO | $17.4B | NEW YORK, NY | CRD 171338 |
| ENVESTNET PORTFOLIO SOLUTIONS, INC. → | RIA / FO | $17.3B | CHICAGO, IL | CRD 109662 |
| REDWHEEL → | RIA / FO | $17.3B | LONDON | CRD 168656 |
| LIFE CYCLE INVESTMENT PARTNERS LIMITED → | RIA / FO | $17.3B | LONDON | CRD 337788 |
| EVOKE ADVISORS → | RIA / FO | $17.3B | LOS ANGELES, CA | CRD 300856 |
| FIERA CAPITAL INC. → | RIA / FO | $17.3B | NEW YORK, NY | CRD 113638 |
| BOSERA ASSET MANAGEMENT (INTERNATIONAL) CO., LIMITED → | RIA / FO | $17.3B | HONG KONG | CRD 168895 |
| CAPITAL WEALTH PLANNING, LLC → | RIA / FO | $17.2B | NAPLES, FL | CRD 150764 |
| INDEPENDENT ADVISOR ALLIANCE, LLC → | RIA / FO | $17.2B | CHARLOTTE, NC | CRD 168267 |
| KOHLBERG & COMPANY → | RIA / FO | $17.1B | MOUNT KISCO, NY | CRD 160745 |
| BERNARD L. MADOFF INVESTMENT SECURITIES LLC → | RIA / FO | $17.1B | NEW YORK, NY | CRD 2625 |
| NIOBRARA CAPITAL PARTNERS → | RIA / FO | $17.1B | NEW YORK, NY | CRD 332070 |
| MANNING & NAPIER ADVISORS, LLC → | RIA / FO | $17.0B | FAIRPORT, NY | CRD 105992 |
| PRINCIPAL SECURITIES, INC. → | RIA / FO | $17.0B | DES MOINES, IA | CRD 1137 |
| TPG REAL ESTATE ADVISORS, LLC → | RIA / FO | $17.0B | FORT WORTH, TX | CRD 170731 |
| ALLEN INVESTMENT MANAGEMENT, LLC → | RIA / FO | $16.9B | NEW YORK, NY | CRD 124454 |
| PETERCAM INSTITUTIONAL ASSET MANAGEMENT → | RIA / FO | $16.9B | BRUSSELS | CRD 166048 |
| RAYMOND JAMES INVESTMENT MANAGEMENT → | RIA / FO | $16.9B | ST PETERSBURG, FL | CRD 174904 |
| SYMMETRY INVESTMENTS US LLC → | RIA / FO | $16.8B | NEW YORK, NY | CRD 317755 |
| NATIONWIDE INVESTMENT ADVISORS, LLC → | RIA / FO | $16.7B | COLUMBUS, OH | CRD 142373 |
| T. ROWE PRICE AUSTRALIA LIMITED → | RIA / FO | $16.7B | SYDNEY, NSW | CRD 290594 |
| MONARCH → | RIA / FO | $16.7B | NEW YORK, NY | CRD 159465 |
| DARSANA CAPITAL PARTNERS LP → | RIA / FO | $16.7B | NEW YORK, NY | CRD 170862 |
| SUSTAINABLE GROWTH ADVISERS, LP → | RIA / FO | $16.7B | STAMFORD, CT | CRD 127447 |
| KEYSTATE ADVISORY, LLC → | RIA / FO | $16.6B | LAS VEGAS, NV | CRD 156226 |
| ARISTOTLE INVESTMENT SERVICES, LLC → | RIA / FO | $16.5B | NEWPORT BEACH, CA | CRD 324207 |
| COMPASS ROSE ASSET MANAGEMENT → | RIA / FO | $16.5B | NEW YORK, NY | CRD 297010 |
| FREESTONE GROVE PARTNERS LP → | RIA / FO | $16.5B | SAN FRANCISCO, CA | CRD 328089 |
| RA CAPITAL MANAGEMENT, LP → | RIA / FO | $16.4B | BOSTON, MA | CRD 160174 |
| VALLEY VIEW CONSULTING LLC → | RIA / FO | $16.4B | – | CRD 108583 |
| O'CONNOR ALTERNATIVE INVESTMENTS, LLC → | RIA / FO | $16.4B | NEW YORK, NY | CRD 336332 |
| STEPSTONE GROUP REAL ESTATE LP → | RIA / FO | $16.4B | LA JOLLA, CA | CRD 281698 |
| 3G CAPITAL PARTNERS LP → | RIA / FO | $16.3B | NEW YORK, NY | CRD 156934 |
| ENVESTNET RETIREMENT SOLUTIONS, LLC → | RIA / FO | $16.3B | CHICAGO, IL | CRD 171570 |
| DIVCO WEST REAL ESTATE SERVICES, LLC → | RIA / FO | $16.3B | SAN FRANCISCO, CA | CRD 156762 |
| BAIN CAPITAL ASSET MANAGEMENT, LP → | RIA / FO | $16.3B | BOSTON, MA | CRD 183517 |
| INDEPENDENT FINANCIAL PARTNERS → | RIA / FO | $16.3B | TAMPA, FL | CRD 125112 |
| VENERABLE INVESTMENT ADVISERS, LLC → | RIA / FO | $16.3B | WEST CHESTER, PA | CRD 330755 |
| NATIONAL INVESTMENT SERVICES OF AMERICA, LLC → | RIA / FO | $16.3B | MILWAUKEE, WI | CRD 307169 |
| INVUS FINANCIAL ADVISORS, LLC → | RIA / FO | $16.2B | NEW YORK, NY | CRD 161603 |
| GREAT LAKES ADVISORS, LLC → | RIA / FO | $16.2B | CHICAGO, IL | CRD 110757 |
| VARDE MANAGEMENT, L.P. → | RIA / FO | $16.1B | NEW YORK, NY | CRD 148949 |
| BLUE OWL TECHNOLOGY CREDIT ADVISORS LLC → | RIA / FO | $16.1B | NEW YORK, NY | CRD 297497 |
| FS/KKR ADVISOR, LLC → | RIA / FO | $16.1B | PHILADELPHIA, PA | CRD 292803 |