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.
23,520 matches · showing 1401–1500 (page 15 of 236)
| Entity | Type | AUM | Location | Anchor |
|---|---|---|---|---|
| BASALT INFRASTRUCTURE PARTNERS LLC → | RIA / FO | $9.6B | NEW YORK, NY | CRD 162276 |
| BASALT INFRASTRUCTURE PARTNERS LLP → | RIA / FO | $9.6B | LONDON | CRD 161881 |
| HORIZON KINETICS ASSET MANAGEMENT LLC → | RIA / FO | $9.6B | NEW YORK, NY | CRD 106096 |
| SEVEN POST INVESTMENT OFFICE LP → | RIA / FO | $9.6B | SAN FRANCISCO, CA | CRD 157435 |
| HARBOUR INVESTMENTS, INC. → | RIA / FO | $9.6B | MADISON, WI | CRD 19258 |
| FRONTIER CAPITAL MANAGEMENT CO LLC → | RIA / FO | $9.6B | BOSTON, MA | CRD 106274 |
| ROUNDHILL INVESTMENTS → | RIA / FO | $9.6B | NEW YORK, NY | CRD 300799 |
| RUBRIC CAPITAL MANAGEMENT LP → | RIA / FO | $9.6B | NEW YORK, NY | CRD 285090 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC → | RIA / FO | $9.6B | BETHLEHEM, PA | CRD 138638 |
| MARINER ADVISOR NETWORK → | RIA / FO | $9.6B | OVERLAND PARK, KS | CRD 283824 |
| ORGEL WEALTH MANAGEMENT, LLC → | RIA / FO | $9.5B | ALTOONA, WI | CRD 168219 |
| GRIDIRON CAPITAL, LLC → | RIA / FO | $9.5B | NEW CANAAN, CT | CRD 158241 |
| FISHER LYNCH CAPITAL, LLC → | RIA / FO | $9.5B | BURLINGAME, CA | CRD 160694 |
| SDC CAPITAL PARTNERS, LLC → | RIA / FO | $9.5B | NEW YORK, NY | CRD 291389 |
| COMPOSITION WEALTH, LLC → | RIA / FO | $9.5B | LOS ANGELES, CA | CRD 143483 |
| WESTWOOD GLOBAL INVESTMENTS → | RIA / FO | $9.5B | PARK CITY, UT | CRD 125012 |
| HOOD RIVER CAPITAL MANAGEMENT LLC → | RIA / FO | $9.5B | PALM BEACH GARDENS, FL | CRD 166089 |
| GARDNER RUSSO & QUINN LLC → | RIA / FO | $9.4B | LANCASTER, PA | CRD 106114 |
| SLR CAPITAL PARTNERS, LLC → | RIA / FO | $9.4B | NEW YORK, NY | CRD 146106 |
| KENNEDY LEWIS LOAN MANAGEMENT LLC → | RIA / FO | $9.4B | NEW YORK, NY | CRD 316091 |
| GAM LONDON LIMITED → | RIA / FO | $9.4B | LONDON | CRD 110670 |
| SAGARD PRIVATE EQUITY SOLUTIONS → | RIA / FO | $9.4B | GREENWICH, CT | CRD 110207 |
| INTERVAL PARTNERS, L.P. → | RIA / FO | $9.4B | NEW YORK, NY | CRD 164424 |
| RESOLUTION CAPITAL LIMITED → | RIA / FO | $9.4B | SYDNEY, NSW | CRD 142409 |
| FIDELITY INSTITUTIONAL WEALTH ADVISER LLC → | RIA / FO | $9.4B | BOSTON, MA | CRD 301896 |
| ALTARIS, LLC → | RIA / FO | $9.3B | NEW YORK, NY | CRD 143611 |
| ACCOLADE PARTNERS → | RIA / FO | $9.3B | WASHINGTON, DC | CRD 160802 |
| JOEL ISAACSON & CO., LLC → | RIA / FO | $9.3B | NEW YORK, NY | CRD 152450 |
| GRYPHON ADVISORS, LLC → | RIA / FO | $9.3B | SAN FRANCISCO, CA | CRD 160185 |
| SITUATIONAL AWARENESS LP → | RIA / FO | $9.3B | SAN FRANCISCO, CA | CRD 333011 |
| AXIUM INFRASTRUCTURE INC. → | RIA / FO | $9.3B | MONTREAL, QUEBEC | CRD 286454 |
| ITAU USA ASSET MANAGEMENT → | RIA / FO | $9.3B | NEW YORK, NY | CRD 156313 |
| TOLLESON PRIVATE WEALTH MANAGEMENT → | RIA / FO | $9.3B | DALLAS, TX | CRD 111838 |
| SHORE CAPITAL PARTNERS → | RIA / FO | $9.3B | CHICAGO, IL | CRD 166745 |
| LINDSELL TRAIN LIMITED → | RIA / FO | $9.3B | LONDON | CRD 158323 |
| COMVEST CREDIT ADVISORS, LLC → | RIA / FO | $9.3B | WEST PALM BEACH, FL | CRD 311663 |
| OLYMPUS ADVISORS, LLC → | RIA / FO | $9.2B | STAMFORD, CT | CRD 160851 |
| PALMER SQUARE EUROPE CAPITAL MANAGEMENT LLC → | RIA / FO | $9.2B | MISSION WOODS, KS | CRD 310321 |
| GENEOS WEALTH MANAGEMENT, INC. → | RIA / FO | $9.2B | ENGLEWOOD, CO | CRD 120894 |
| NAPIER PARK GLOBAL CAPITAL LTD → | RIA / FO | $9.2B | LONDON | CRD 157629 |
| PROCYON → | RIA / FO | $9.2B | SHELTON, CT | CRD 288239 |
| GRANITESHARES ADVISORS LLC → | RIA / FO | $9.2B | NEW YORK, NY | CRD 287806 |
| ELLINGTON GLOBAL ASSET MANAGEMENT, LLC → | RIA / FO | $9.2B | OLD GREENWICH, CT | CRD 141772 |
| AVIVA INVESTORS CANADA INC. → | RIA / FO | $9.2B | TORONTO, ONTARIO | CRD 333457 |
| VALUE ALIGNED RESEARCH ADVISORS, LLC → | RIA / FO | $9.1B | – | CRD 319135 |
| CRAWFORD INVESTMENT COUNSEL INC → | RIA / FO | $9.1B | ATLANTA, GA | CRD 110271 |
| WYNNCHURCH CAPITAL, L.P. → | RIA / FO | $9.1B | ROSEMONT, IL | CRD 173227 |
| CABOT PROPERTIES L.P. → | RIA / FO | $9.1B | BOSTON, MA | CRD 118729 |
| FS REIT ADVISOR, LLC → | RIA / FO | $9.1B | PHILADELPHIA, PA | CRD 306352 |
| COLUMBIA CAPITAL → | RIA / FO | $9.1B | ALEXANDRIA, VA | CRD 159616 |
| HIGHVISTA STRATEGIES LLC → | RIA / FO | $9.1B | BOSTON, MA | CRD 155759 |
| AMERICANA PARTNERS, LLC → | RIA / FO | $9.1B | HOUSTON, TX | CRD 301354 |
| H.M. PAYSON → | RIA / FO | $9.1B | PORTLAND, ME | CRD 2993 |
| BRADLEY FOSTER & SARGENT INC → | RIA / FO | $9.1B | HARTFORD, CT | CRD 106928 |
| INDUSTRY VENTURES → | RIA / FO | $9.1B | SAN FRANCISCO, CA | CRD 156213 |
| NEUBERGER BERMAN LOAN ADVISERS II LLC → | RIA / FO | $9.0B | CHICAGO, IL | CRD 306601 |
| 400 CAPITAL MANAGEMENT LLC → | RIA / FO | $9.0B | NEW YORK, NY | CRD 160089 |
| DEERPATH CAPITAL MANAGEMENT, LP → | RIA / FO | $9.0B | FORT LAUDERDALE, FL | CRD 160791 |
| ALPHACORE CAPITAL LLC → | RIA / FO | $9.0B | LA JOLLA, CA | CRD 174346 |
| MARLIN EQUITY PARTNERS → | RIA / FO | $9.0B | HERMOSA BEACH, CA | CRD 160672 |
| HORNOR, TOWNSEND & KENT, LLC → | RIA / FO | $9.0B | CONSHOHOCKEN, PA | CRD 4031 |
| THE STERLING GROUP, L.P. → | RIA / FO | $9.0B | HOUSTON, TX | CRD 157406 |
| JOHCM (USA) INC → | RIA / FO | $9.0B | BOSTON, MA | CRD 167596 |
| J.F. LEHMAN AND COMPANY LLC → | RIA / FO | $9.0B | NEW YORK, NY | CRD 292932 |
| SIMON QUICK ADVISORS, LLC → | RIA / FO | $9.0B | MORRISTOWN, NJ | CRD 132330 |
| COLLER CAPITAL INC → | RIA / FO | $9.0B | NEW YORK, NY | CRD 158102 |
| CROSSMARK GLOBAL INVESTMENTS, INC. → | RIA / FO | $9.0B | HOUSTON, TX | CRD 113360 |
| NORTHWOOD INVESTORS LLC → | RIA / FO | $9.0B | DENVER, CO | CRD 161406 |
| LITTLEJOHN & CO., LLC → | RIA / FO | $9.0B | GREENWICH, CT | CRD 156720 |
| KINGSVIEW WEALTH MANAGEMENT, LLC → | RIA / FO | $9.0B | GRANTS PASS, OR | CRD 148107 |
| SENTINEL CAPITAL PARTNERS, L.L.C. → | RIA / FO | $9.0B | NEW YORK, NY | CRD 160474 |
| QUINBROOK INFRASTRUCTURE PARTNERS LLC → | RIA / FO | $9.0B | NEW YORK, NY | CRD 287822 |
| ATREIDES MANAGEMENT, LP → | RIA / FO | $8.9B | BOSTON, MA | CRD 301152 |
| IMPAX ASSET MANAGEMENT LLC → | RIA / FO | $8.9B | PORTSMOUTH, NH | CRD 114335 |
| TORTOISE CAPITAL ADVISORS, L.L.C. → | RIA / FO | $8.9B | OVERLAND PARK, KS | CRD 123711 |
| WESTPORT CAPITAL PARTNERS LLC → | RIA / FO | $8.9B | DARIEN, CT | CRD 157493 |
| PINNACLE ASSET MANAGEMENT, L.P. → | RIA / FO | $8.9B | NEW YORK, NY | CRD 126487 |
| HERMES GPE LLP → | RIA / FO | $8.9B | LONDON | CRD 151848 |
| AXXCESS WEALTH MANAGEMENT, LLC → | RIA / FO | $8.9B | CARLSBAD, CA | CRD 164081 |
| KEY INVESTMENT SERVICES LLC → | RIA / FO | $8.9B | BROOKLYN, OH | CRD 136300 |
| SNOWDEN CAPITAL ADVISORS LLC → | RIA / FO | $8.9B | NEW YORK, NY | CRD 157299 |
| ADVENT CAPITAL MANAGEMENT, LLC → | RIA / FO | $8.8B | NEW YORK, NY | CRD 113013 |
| ARKADIOS WEALTH ADVISORS → | RIA / FO | $8.8B | ATLANTA, GA | CRD 288863 |
| CAPITAL ANALYSTS → | RIA / FO | $8.8B | FORT WASHINGTON, PA | CRD 162200 |
| HARDMAN JOHNSTON GLOBAL ADVISORS LLC → | RIA / FO | $8.8B | STAMFORD, CT | CRD 112500 |
| ROBERTSON STEPHENS → | RIA / FO | $8.8B | SAN FRANCISCO, CA | CRD 289977 |
| U.S. CAPITAL WEALTH ADVISORS, LLC → | RIA / FO | $8.8B | HOUSTON, TX | CRD 288199 |
| TIAA KASPICK, LLC → | RIA / FO | $8.7B | BOSTON, MA | CRD 104554 |
| HAMLIN CAPITAL MANAGEMENT, LLC → | RIA / FO | $8.7B | NEW YORK, NY | CRD 119278 |
| MESA WEST CAPITAL → | RIA / FO | $8.7B | LOS ANGELES, CA | CRD 158959 |
| CROSSPOINT CAPITAL PARTNERS, LP → | RIA / FO | $8.7B | MENLO PARK, CA | CRD 306981 |
| SIXTH STREET LENDING PARTNERS ADVISERS, LLC → | RIA / FO | $8.7B | DALLAS, TX | CRD 320821 |
| FORUM FINANCIAL MANAGEMENT, LP → | RIA / FO | $8.7B | LOMBARD, IL | CRD 145706 |
| OGAM, LP → | RIA / FO | $8.7B | HOUSTON, TX | CRD 287919 |
| MILLBURN RIDGEFIELD LLC → | RIA / FO | $8.7B | NEW YORK, NY | CRD 148870 |
| MARCUARD FAMILY OFFICE LTD → | RIA / FO | $8.7B | ZURICH | CRD 155003 |
| TRINITY STREET ASSET MANAGEMENT LLP → | RIA / FO | $8.7B | LONDON | CRD 152728 |
| FIL INVESTMENT ADVISORS → | RIA / FO | $8.6B | PEMBROKE | CRD 111103 |
| SATURNA CAPITAL CORPORATION → | RIA / FO | $8.6B | BELLINGHAM, WA | CRD 25586 |
| TIFF INVESTMENT MANAGEMENT → | RIA / FO | $8.6B | RADNOR, PA | CRD 327436 |