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 15601–15700 (page 157 of 236)
| Entity | Type | AUM | Location | Anchor |
|---|---|---|---|---|
| KAILAI ADVISERS LTD. → | RIA / FO | $58M | LOS ANGELES, CA | CRD 161692 |
| HAFELE INVESTMENTS → | RIA / FO | $58M | LOUISVILLE, KY | CRD 341803 |
| AMPLIFY ENDOWMENT MANAGEMENT, LLC → | RIA / FO | $58M | – | CRD 277129 |
| ONE HOPPER ASSET MANAGEMENT → | RIA / FO | $58M | UTICA, NY | CRD 168816 |
| PRINCETON VALUE PARTNERS LLC → | RIA / FO | $57M | NEW YORK, NY | CRD 313153 |
| NETWORK INVESTMENT ADVISORS INCORPORATED → | RIA / FO | $57M | COMMACK, NY | CRD 290927 |
| EMBARK WEALTH MANAGEMENT, LLC → | RIA / FO | $57M | TEMPE, AZ | CRD 157950 |
| NGC FINANCIAL, LLC → | RIA / FO | $57M | BAYSIDE, NY | CRD 139992 |
| NEWOAK ASSET MANAGEMENT LLC → | RIA / FO | $57M | NEW YORK, NY | CRD 172956 |
| PAULO FINANCIAL ADVISORS, LLC → | RIA / FO | $57M | – | CRD 131943 |
| PT CAPITAL ADVISORS, LLC → | RIA / FO | $57M | ANCHORAGE, AK | CRD 168601 |
| SIMS CAPITAL MANAGEMENT LLC → | RIA / FO | $56M | MILWAUKEE, WI | CRD 129398 |
| MOMENT ADVISORS, LLC → | RIA / FO | $56M | NEW YORK, NY | CRD 325262 |
| SILK INVEST LIMITED → | RIA / FO | $56M | LONDON | CRD 164753 |
| SZOP MULTISTRAT MANAGEMENT LLC → | RIA / FO | $56M | NEW YORK, NY | CRD 317689 |
| EVEN HERD LLC → | RIA / FO | $56M | OKLAHOMA CITY, OK | CRD 329728 |
| FLYING POINT ASSET MANAGEMENT LLC → | RIA / FO | $56M | – | CRD 157858 |
| BULLSEYE INVESTMENT GROUP → | RIA / FO | $56M | – | CRD 333284 |
| ONEASCENT CAPITAL → | RIA / FO | $56M | BIRMINGHAM, AL | CRD 323220 |
| THE L.T. FUNDS SA → | RIA / FO | $55M | GENEVA | CRD 284551 |
| DEERVIEW ASSET MANAGEMENT → | RIA / FO | $55M | – | CRD 159731 |
| SIDUS INVESTMENT MANAGEMENT, LLC → | RIA / FO | $55M | NEW YORK, NY | CRD 160406 |
| KDHB V CAPITAL MANAGEMENT, LLC → | RIA / FO | $55M | ATLANTA, GA | CRD 307182 |
| GROESBECK INVESTMENT MANAGEMENT CORP → | RIA / FO | $55M | PARAMUS, NJ | CRD 106679 |
| JC MIANO INVESTMENT ADVISORY SERVICE → | RIA / FO | $55M | UTICA, NY | CRD 132484 |
| WESTMORE ASSET MANAGEMENT → | RIA / FO | $54M | PEARL RIVER, NY | CRD 164431 |
| RANGER ALTERNATIVE MANAGEMENT, L.P. → | RIA / FO | $54M | DALLAS, TX | CRD 145543 |
| ALPHA → | RIA / FO | $54M | NEW YORK, NY | CRD 313285 |
| VALOREM LLC → | RIA / FO | $54M | NEW YORK, NY | CRD 339215 |
| MAGNIFINA, LLC → | RIA / FO | $54M | BEDFORD HILLS, NY | CRD 306005 |
| INFINITY CREDIT ADVISORY, LLC → | RIA / FO | $54M | ATLANTA, GA | CRD 331652 |
| LT ADVISORS LLC → | RIA / FO | $54M | NEW CITY, NY | CRD 318920 |
| YFP WEALTH → | RIA / FO | $53M | NEW ALBANY, OH | CRD 282918 |
| VISDOM INVESTMENT GROUP LLC → | RIA / FO | $53M | RYE BROOK, NY | CRD 327619 |
| WESTPARK CAPITAL, INC. → | RIA / FO | $53M | LOS ANGELES, CA | CRD 39914 |
| C1 ADVISORS LLC → | RIA / FO | $53M | PALO ALTO, CA | CRD 331914 |
| HARWOOD PRIVATE EQUITY LLP → | RIA / FO | $53M | LONDON | CRD 330340 |
| SKY VISION WEALTH MANAGEMENT CORP. → | RIA / FO | $53M | IRVINE, CA | CRD 317320 |
| KB & PARTNERS MANAGEMENT CO LLC → | RIA / FO | $53M | NEW YORK, NY | CRD 108105 |
| ROYALE ASSET MANAGEMENT LLC → | RIA / FO | $53M | – | CRD 281827 |
| BLUE MARLIN HOLDCO LLC → | RIA / FO | $53M | BETHESDA, MD | CRD 313892 |
| SAHARA INVESTMENT GROUP → | RIA / FO | $53M | LAS VEGAS, NV | CRD 341135 |
| FIDUCIARY CAPITAL MANAGEMENT LLC → | RIA / FO | $52M | CHEYENNE, WY | CRD 340618 |
| WEALTHPRO, LLC → | RIA / FO | $52M | – | CRD 127907 |
| ROOSEVELT MANAGEMENT COMPANY LLC → | RIA / FO | $52M | NEW YORK, NY | CRD 161605 |
| FAMILY DYNASTY ADVISORS LLC → | RIA / FO | $52M | LUBBOCK, TX | CRD 297082 |
| CAPITAL MANAGEMENT ADVISORS INC → | RIA / FO | $52M | MARIETTA, GA | CRD 110447 |
| UNIVERSAL VALUE ADVISORS → | RIA / FO | $52M | RENO, NV | CRD 285644 |
| 42 AM, LLC → | RIA / FO | $52M | NEW YORK, NY | CRD 339735 |
| MAIN STREET MANAGEMENT COMPANY → | RIA / FO | $52M | AQUEBOGUE, NY | CRD 111736 |
| OBERWEIS ASSET MANAGEMENT (HONG KONG) LIMITED → | RIA / FO | $52M | CENTRAL | CRD 296901 |
| ANCHOR BAY PRIVATE WEALTH LLC → | RIA / FO | $52M | CARLSBAD, CA | CRD 327418 |
| STASH WEALTH, LLC → | RIA / FO | $52M | NEW YORK, NY | CRD 167072 |
| PUREVEST → | RIA / FO | $52M | STATEN ISLAND, NY | CRD 318332 |
| ALOOOLA → | RIA / FO | $51M | KINGSTON, NJ | CRD 325090 |
| LEGADO WEALTH MANAGEMENT LLC → | RIA / FO | $51M | NEW YORK, NY | CRD 305263 |
| BPBI LLC → | RIA / FO | $51M | NEW YORK, NY | CRD 288133 |
| SEAWAY ADVISORS → | RIA / FO | $51M | FAIRPORT, NY | CRD 149745 |
| ENDICOTT GROUP → | RIA / FO | $51M | NEW YORK, NY | CRD 157119 |
| SUMMER CREEK WEALTH MANAGEMENT, LLC → | RIA / FO | $51M | – | CRD 165258 |
| CAROSA, STANTON & DEPAOLO ASSET MANAGEMENT, LLC → | RIA / FO | $51M | MENDON, NY | CRD 104588 |
| SABBIA FARO WEALTH MANAGEMENT LLC → | RIA / FO | $51M | – | CRD 306358 |
| PIANO WEALTH MANAGEMENT → | RIA / FO | $51M | VICTOR, NY | CRD 317854 |
| PERSONAL ASSET STRATEGIES, INC. → | RIA / FO | $51M | WESTBURY, NY | CRD 128627 |
| RISE NORTH CAPITAL INVESTMENT ADVISORS → | RIA / FO | $51M | BRAINTREE, MA | CRD 336740 |
| GOLDEN EAGLE STRATEGIES, LLC → | RIA / FO | $51M | DELRAY BEACH, FL | CRD 169362 |
| ENTREPRENEURSHARES LLC → | RIA / FO | $50M | BOSTON, MA | CRD 153615 |
| LOWELL ROAD ASSET MANAGEMENT, INC. → | RIA / FO | $50M | MANHASSET, NY | CRD 164370 |
| PORTFOLIO STRATEGIES INC → | RIA / FO | $50M | TACOMA, WA | CRD 104685 |
| SPP CREDIT ADVISORS II LLC → | RIA / FO | $50M | NEW YORK, NY | CRD 323725 |
| SILVER CAPITAL MANAGEMENT, LLC → | RIA / FO | $50M | – | CRD 111888 |
| DV CAPITAL MANAGEMENT, LLC → | RIA / FO | $50M | – | CRD 147013 |
| FOXPATH CAPITAL PARTNERS LP → | RIA / FO | $50M | NEW YORK, NY | CRD 331708 |
| ONE68 GLOBAL CAPITAL, LLC → | RIA / FO | $50M | NEW YORK, NY | CRD 284585 |
| PAMALICAN ASSET MANAGEMENT LIMITED → | RIA / FO | $50M | HONG KONG | CRD 331819 |
| TOCCATA CAPITAL → | RIA / FO | $50M | – | CRD 168265 |
| ALTAI CAPITAL MANAGEMENT, L.P. → | RIA / FO | $50M | – | CRD 151638 |
| BOUNDARY CREEK ADVISORS LP → | RIA / FO | $50M | – | CRD 300768 |
| ALBRIGHT CAPITAL MANAGEMENT LP → | RIA / FO | $50M | ARLINGTON, VA | CRD 133613 |
| EASTSPRING US → | RIA / FO | $50M | CHICAGO, IL | CRD 169439 |
| ALCHEMY INVESTMENT MANAGEMENT LLP → | RIA / FO | $50M | GANDHINAGAR, GUJARAT | CRD 323282 |
| BANCREEK CAPITAL MANAGEMENT, LP → | RIA / FO | $49M | SANTA MONICA, CA | CRD 312900 |
| ACASTA PARTNERS UK LLP → | RIA / FO | $49M | LONDON | CRD 334955 |
| ARM FINANCIAL LLC → | RIA / FO | $49M | – | CRD 144340 |
| WEBULL ADVISORS LLC → | RIA / FO | $49M | ST PETERSBURG, FL | CRD 304881 |
| ALEXANDER BEARD (USA) INC. → | RIA / FO | $49M | ELLESMERE PORT, CHESHIRE | CRD 134642 |
| HUDSON COMPANIES → | RIA / FO | $49M | PEARL RIVER, NY | CRD 146338 |
| KPC TERRAPIN GROUP LLC → | RIA / FO | $49M | NEW YORK, NY | CRD 285526 |
| SWARTHMORE ASSET MANAGEMENT LTD → | RIA / FO | $49M | NEW YORK, NY | CRD 108507 |
| KRANE CAPITAL MANAGEMENT, LLC → | RIA / FO | $48M | NEW YORK, NY | CRD 329110 |
| AVENTURA CAPITAL MANAGEMENT, LLC → | RIA / FO | $48M | BOCA RATON, FL | CRD 142478 |
| BYRON PLACE CAPITAL MANAGEMENT, LLC → | RIA / FO | $48M | METUCHEN, NJ | CRD 282078 |
| BRANDON HILL WEALTH MANAGEMENT, LLC → | RIA / FO | $48M | – | CRD 315778 |
| SOUTHWESTERN MONEY MANAGEMENT LLC → | RIA / FO | $48M | SAN ANTONIO, TX | CRD 304033 |
| AMERICAN WEALTH ADMINISTRATION GROUP LLC → | RIA / FO | $48M | GLEN COVE, NY | CRD 282683 |
| BEST LIFE INFINITY, LLC → | RIA / FO | $48M | COLORADO SPRINGS, CO | CRD 319232 |
| BECK ASSET MANAGEMENT SA → | RIA / FO | $48M | ZURICH | CRD 162969 |
| CNL RESIDENTIAL CREDIT MANAGER → | RIA / FO | $48M | ORLANDO, FL | CRD 335786 |
| DUBEAU CAPITAL USA INC. → | RIA / FO | $48M | QUEBEC CITY, QUEBEC | CRD 119222 |
| B. RILEY WEALTH PRIVATE SHARES → | RIA / FO | $48M | MEMPHIS, TN | CRD 315851 |