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 1501–1600 (page 16 of 363)
| Entity | Type | AUM | Location | Anchor |
|---|---|---|---|---|
| SAGARD HOLDINGS MANAGER LP → | RIA / FO | $8.6B | TORONTO, ONTARIO | CRD 304924 |
| WIND POINT PARTNERS → | RIA / FO | $8.6B | CHICAGO, IL | CRD 156485 |
| TD PRIVATE CLIENT WEALTH LLC → | RIA / FO | $8.6B | NEW YORK, NY | CRD 164484 |
| BLUE TORCH CAPITAL LP → | RIA / FO | $8.6B | NEW YORK, NY | CRD 288110 |
| GRESHAM INVESTMENT MANAGEMENT LLC → | RIA / FO | $8.6B | NEW YORK, NY | CRD 134392 |
| GUIDED CHOICE ASSET MANAGEMENT, INC. → | RIA / FO | $8.5B | RENO, NV | CRD 112674 |
| MUTUAL ADVISORS, LLC → | RIA / FO | $8.5B | OMAHA, NE | CRD 167658 |
| BLACKSTONE MULTI-ASSET ADVISORS L.L.C. → | RIA / FO | $8.5B | NEW YORK, NY | CRD 171640 |
| VISE AI ADVISORS → | RIA / FO | $8.5B | NEW YORK CITY, NY | CRD 301761 |
| ONE CAPITAL MANAGEMENT, LLC → | RIA / FO | $8.5B | WESTLAKE VILLAGE, CA | CRD 114861 |
| NORTHWEST CAPITAL MANAGEMENT INC. → | RIA / FO | $8.5B | LAKE OSWEGO, OR | CRD 108091 |
| SAGESPRING WEALTH PARTNERS → | RIA / FO | $8.5B | FRANKLIN, TN | CRD 283515 |
| HORIZON INVESTMENTS LLC → | RIA / FO | $8.5B | CHARLOTTE, NC | CRD 109552 |
| ELDRIDGE CREDIT ADVISERS, LLC → | RIA / FO | $8.5B | NEW YORK, NY | CRD 155736 |
| MIDOCEAN CREDIT PARTNERS → | RIA / FO | $8.5B | NEW YORK, NY | CRD 151578 |
| BNY MELLON SECURITIES CORPORATION → | RIA / FO | $8.4B | NEW YORK, NY | CRD 231 |
| SYNOVUS SECURITIES, INC. → | RIA / FO | $8.4B | COLUMBUS, GA | CRD 14023 |
| DOUGLAS C. LANE & ASSOCIATES → | RIA / FO | $8.4B | NEW YORK, NY | CRD 282563 |
| EMPIRICAL WEALTH MANAGEMENT → | RIA / FO | $8.4B | SEATTLE, WA | CRD 152622 |
| VISTA CREDIT PARTNERS, L.P. → | RIA / FO | $8.4B | NEW YORK, NY | CRD 329152 |
| AUREUS ASSET MANAGEMENT, LLC → | RIA / FO | $8.4B | BOSTON, MA | CRD 136674 |
| BATTERY GLOBAL ADVISORS, LLC → | RIA / FO | $8.4B | BOSTON, MA | CRD 158508 |
| DEEP TRACK CAPITAL, LP → | RIA / FO | $8.4B | GREENWICH, CT | CRD 312459 |
| ZHANG FINANCIAL → | RIA / FO | $8.4B | PORTAGE, MI | CRD 159257 |
| SK CAPITAL PARTNERS → | RIA / FO | $8.4B | NEW YORK, NY | CRD 161487 |
| ASANA PARTNERS, LP → | RIA / FO | $8.4B | CHARLOTTE, NC | CRD 284477 |
| SKYVIEW INVESTMENT ADVISORS, LLC → | RIA / FO | $8.3B | SHREWSBURY, NJ | CRD 286353 |
| ELEVATION POINT WEALTH PARTNERS, LLC → | RIA / FO | $8.3B | DENVER, CO | CRD 137068 |
| WEALTHCARE ADVISORY PARTNERS LLC → | RIA / FO | $8.3B | WEST CHESTER, PA | CRD 171976 |
| BOLTON GLOBAL ASSET MANAGEMENT → | RIA / FO | $8.3B | BOLTON, MA | CRD 129376 |
| CHATHAM ASSET MANAGEMENT, LLC → | RIA / FO | $8.3B | CHATHAM, NJ | CRD 157517 |
| NICHOLAS HOFFMAN & COMPANY, LLC → | RIA / FO | $8.3B | ATLANTA, GA | CRD 144516 |
| ADVANTAGE CAPITAL MANAGEMENT → | RIA / FO | $8.3B | NEW YORK, NY | CRD 171128 |
| AEQUIM ALTERNATIVE INVESTMENTS LP → | RIA / FO | $8.2B | MILL VALLEY, CA | CRD 293127 |
| J. W. COLE ADVISORS, INC. → | RIA / FO | $8.2B | TAMPA, FL | CRD 112294 |
| IRONWOOD CAPITAL MANAGEMENT CORP → | RIA / FO | $8.2B | SAN FRANCISCO, CA | CRD 109330 |
| CAPITAL INVESTMENT ADVISORS, LLC → | RIA / FO | $8.2B | ATLANTA, GA | CRD 158055 |
| CAMBRIDGE ASSOCIATES LIMITED, LLC → | RIA / FO | $8.2B | BOSTON, MA | CRD 106003 |
| GRADIENT INVESTMENTS, LLC → | RIA / FO | $8.2B | ARDEN HILLS, MN | CRD 141726 |
| WINCORAM ASSET MANAGEMENT LLC → | RIA / FO | $8.2B | HOUSTON, TX | CRD 312425 |
| STEPSTONE PRIVATE WEALTH → | RIA / FO | $8.2B | CHARLOTTE, NC | CRD 305881 |
| SAMSUNG ASSET MANAGEMENT (NEW YORK), INC. → | RIA / FO | $8.2B | NEW YORK, NY | CRD 133827 |
| ORIX ADVISERS, LLC → | RIA / FO | $8.2B | NEW YORK, NY | CRD 307580 |
| R M DAVIS INC → | RIA / FO | $8.2B | PORTLAND, ME | CRD 105448 |
| STARBOARD VALUE LP → | RIA / FO | $8.2B | NEW YORK, NY | CRD 156943 |
| RHONE GROUP L.L.C. → | RIA / FO | $8.2B | NEW YORK, NY | CRD 161731 |
| CHILTON INVESTMENT SERVICES, LLC → | RIA / FO | $8.2B | STAMFORD, CT | CRD 159306 |
| BRAMSHILL INVESTMENTS, LLC → | RIA / FO | $8.1B | NAPLES, FL | CRD 162492 |
| STRIPES, LLC → | RIA / FO | $8.1B | NEW YORK, NY | CRD 157553 |
| HARVEST FUND ADVISORS LLC → | RIA / FO | $8.1B | WAYNE, PA | CRD 154425 |
| MARSHFIELD ASSOCIATES → | RIA / FO | $8.1B | WASHINGTON, DC | CRD 150614 |
| HUMAN INTEREST ADVISORS LLC → | RIA / FO | $8.1B | SAN FRANCISCO, CA | CRD 269875 |
| OVERLOOK INVESTMENTS L.P. → | RIA / FO | $8.1B | GEORGETOWN | CRD 137931 |
| OVERLOOK INVESTMENTS LIMITED → | RIA / FO | $8.1B | HONG KONG | CRD 137926 |
| LIGHTYEAR CAPITAL LLC → | RIA / FO | $8.1B | NEW YORK, NY | CRD 156781 |
| WEITZ INVESTMENT MANAGEMENT, INC. → | RIA / FO | $8.1B | OMAHA, NE | CRD 105088 |
| GRAIN MANAGEMENT, LLC → | RIA / FO | $8.1B | WASHINGTON, DC | CRD 285045 |
| ANNEX WEALTH MANAGEMENT, LLC → | RIA / FO | $8.1B | BROOKFIELD, WI | CRD 127987 |
| CRESTWOOD ADVISORS → | RIA / FO | $8.0B | BOSTON, MA | CRD 286243 |
| LANSDOWNE PARTNERS (UK) LLP → | RIA / FO | $8.0B | LONDON | CRD 172244 |
| CONTEXT CAPITAL MANAGEMENT LLC → | RIA / FO | $8.0B | LA JOLLA, CA | CRD 115167 |
| BLACKSTONE ISG-II ADVISORS L.L.C. → | RIA / FO | $8.0B | NEW YORK, NY | CRD 289550 |
| HOWARD CAPITAL MANAGEMENT, LLC → | RIA / FO | $8.0B | ALPHARETTA, GA | CRD 118070 |
| PATRIA PRIVATE EQUITY (EUROPE) LIMITED → | RIA / FO | $8.0B | EDINBURGH | CRD 318769 |
| TRIVE CAPITAL MANAGEMENT LLC → | RIA / FO | $8.0B | DALLAS, TX | CRD 166910 |
| CION ARES MANAGEMENT, LLC → | RIA / FO | $8.0B | NEW YORK, NY | CRD 284930 |
| BALBEC CAPITAL MANAGEMENT LP → | RIA / FO | $8.0B | SCOTTSDALE, AZ | CRD 284363 |
| CARMEL PARTNERS → | RIA / FO | $8.0B | SAN FRANCISCO, CA | CRD 160892 |
| GUGGENHEIM INVESTMENTS → | RIA / FO | $8.0B | NEW YORK, NY | CRD 105477 |
| FPA REAL ESTATE ADVISERS GROUP, LLC → | RIA / FO | $8.0B | IRVINE, CA | CRD 288195 |
| POLUNIN CAPITAL PARTNERS LIMITED → | RIA / FO | $8.0B | LONDON | CRD 159031 |
| BV INVESTMENT PARTNERS, L.P. → | RIA / FO | $7.9B | BOSTON, MA | CRD 159349 |
| ICG ADVISORS, LLC → | RIA / FO | $7.9B | LOS ANGELES, CA | CRD 148066 |
| LOANCORE CAPITAL CREDIT ADVISOR LLC → | RIA / FO | $7.9B | GREENWICH, CT | CRD 293737 |
| ORION RESOURCE PARTNERS (USA), LP → | RIA / FO | $7.9B | NEW YORK, NY | CRD 161327 |
| TIMESSQUARE CAPITAL MANAGEMENT, LLC → | RIA / FO | $7.9B | NEW YORK, NY | CRD 132694 |
| FLEXPOINT FORD, LLC → | RIA / FO | $7.9B | MIAMI, FL | CRD 157864 |
| PCM MANAGEMENT ADVISOR, LLC → | RIA / FO | $7.9B | CHAGRIN FALLS, OH | CRD 323946 |
| HUNTINGTON FINANCIAL ADVISORS → | RIA / FO | $7.9B | COLUMBUS, OH | CRD 16986 |
| RBC PRIVATE COUNSEL (USA) INC. → | RIA / FO | $7.9B | TORONTO, ON | CRD 109648 |
| D.F. DENT AND COMPANY, INC. → | RIA / FO | $7.9B | BALTIMORE, MD | CRD 105179 |
| KENSICO CAPITAL MANAGEMENT CORP. → | RIA / FO | $7.9B | GREENWICH, CT | CRD 157934 |
| MIRAE ASSET GLOBAL INVESTMENTS (HONG KONG) LIMITED → | RIA / FO | $7.9B | HONG KONG | CRD 152807 |
| SUVRETTA CAPITAL MANAGEMENT, LLC → | RIA / FO | $7.9B | NEW YORK, NY | CRD 165153 |
| WESTBRIDGE CAPITAL US ADVISORS, LP → | RIA / FO | $7.9B | SAN MATEO, CA | CRD 161527 |
| STEPHENS INVESTMENT MANAGEMENT GROUP, LLC → | RIA / FO | $7.9B | LITTLE ROCK, AR | CRD 136369 |
| ODYSSEY INVESTMENT PARTNERS, LLC → | RIA / FO | $7.9B | NEW YORK, NY | CRD 160990 |
| INGALLS & SNYDER LLC → | RIA / FO | $7.8B | NEW YORK, NY | CRD 2288 |
| HARBERT FUND ADVISORS, LLC → | RIA / FO | $7.8B | BIRMINGHAM, AL | CRD 110577 |
| ETHIC → | RIA / FO | $7.8B | NEW YORK, NY | CRD 282827 |
| HUNTER POINT CAPITAL LP → | RIA / FO | $7.8B | NEW YORK, NY | CRD 310871 |
| GUGGENHEIM FUNDS DISTRIBUTORS, LLC → | RIA / FO | $7.8B | CHICAGO, IL | CRD 39805 |
| FIFTH THIRD WEALTH ADVISORS LLC → | RIA / FO | $7.8B | CINCINNATI, OH | CRD 313015 |
| AMOVA ASSET MANAGEMENT AMERICAS, INC. → | RIA / FO | $7.8B | NEW YORK, NY | CRD 824 |
| WGI DM, LLC → | RIA / FO | $7.8B | BOSTON, MA | CRD 334219 |
| ELMTREE FUNDS, LLC → | RIA / FO | $7.8B | ST. LOUIS, MO | CRD 338940 |
| HILLSDALE INVESTMENT MANAGEMENT INC. → | RIA / FO | $7.8B | TORONTO | CRD 137883 |
| QUID CAPITAL GROUP HOLDINGS, LLC → | RIA / FO | $7.8B | SANTA MONICA, CA | CRD 297179 |
| WEDGE CAPITAL MANAGEMENT LLP → | RIA / FO | $7.8B | CHARLOTTE, NC | CRD 106234 |
| AE INDUSTRIAL PARTNERS, LP → | RIA / FO | $7.7B | BOCA RATON, FL | CRD 173020 |