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 1601–1700 (page 17 of 236)
| Entity | Type | AUM | Location | Anchor |
|---|---|---|---|---|
| FRAZIER HEALTHCARE PARTNERS → | RIA / FO | $7.7B | SEATTLE, WA | CRD 157324 |
| ONESEVEN → | RIA / FO | $7.7B | BEACHWOOD, OH | CRD 283087 |
| RITHOLTZ WEALTH MANAGEMENT → | RIA / FO | $7.7B | NEW YORK, NY | CRD 168652 |
| CORSAIR CAPITAL LLC → | RIA / FO | $7.7B | NEW YORK, NY | CRD 137887 |
| FIDUCIARY TRUST INTERNATIONAL, LLC → | RIA / FO | $7.7B | LINCOLN, MA | CRD 124062 |
| HBKS WEALTH ADVISORS → | RIA / FO | $7.7B | ERIE, PA | CRD 112139 |
| STAMOS CAPITAL PARTNERS, L.P. → | RIA / FO | $7.6B | MENLO PARK, CA | CRD 134660 |
| ALDRICH WEALTH LP → | RIA / FO | $7.6B | LAKE OSWEGO, OR | CRD 147200 |
| MCMORGAN & COMPANY LLC → | RIA / FO | $7.6B | SAN FRANCISCO, CA | CRD 115060 |
| MGG INVESTMENT GROUP LP → | RIA / FO | $7.6B | NEW YORK, NY | CRD 174126 |
| BELPOINTE ASSET MANAGEMENT LLC → | RIA / FO | $7.6B | RENO, NV | CRD 143440 |
| BROWN ADVISORY → | RIA / FO | $7.6B | NORFOLK, VA | CRD 106375 |
| AVANTAX PLANNING PARTNERS, INC. → | RIA / FO | $7.6B | DUBUQUE, IA | CRD 106237 |
| LLR MANAGEMENT HOLDCO, L.P. → | RIA / FO | $7.6B | PHILADELPHIA, PA | CRD 323438 |
| DSM CAPITAL PARTNERS → | RIA / FO | $7.6B | PALM BEACH GARDENS, FL | CRD 113609 |
| BAILARD, INC. → | RIA / FO | $7.6B | FOSTER CITY, CA | CRD 110550 |
| HIGHBRIDGE CAPITAL MANAGEMENT, LLC → | RIA / FO | $7.6B | NEW YORK, NY | CRD 134776 |
| QIC → | RIA / FO | $7.5B | NEW YORK, NY | CRD 161705 |
| SESSA CAPITAL → | RIA / FO | $7.5B | NEW YORK, NY | CRD 166403 |
| CARNEGIE INVESTMENT COUNSEL → | RIA / FO | $7.5B | PEPPER PIKE, OH | CRD 150488 |
| ITE MANAGEMENT L.P. → | RIA / FO | $7.5B | NEW YORK, NY | CRD 277037 |
| 59 NORTH CAPITAL MANAGEMENT, LP → | RIA / FO | $7.5B | HOUSTON, TX | CRD 300258 |
| JMG FINANCIAL GROUP LTD → | RIA / FO | $7.5B | DOWNERS GROVE, IL | CRD 110302 |
| OSTERWEIS CAPITAL MANAGEMENT → | RIA / FO | $7.5B | SAN FRANCISCO, CA | CRD 109580 |
| WATER STREET HEALTHCARE PARTNERS, LLC → | RIA / FO | $7.5B | CHICAGO, IL | CRD 156694 |
| LOMBARD ODIER ASSET MANAGEMENT (USA) CORP → | RIA / FO | $7.5B | NEW YORK, NY | CRD 153582 |
| CHICAGO PARTNERS INVESTMENT GROUP LLC → | RIA / FO | $7.5B | CHICAGO, IL | CRD 147662 |
| HAYS FINANCIAL GROUP, LLC → | RIA / FO | $7.5B | MINNEAPOLIS, MN | CRD 306877 |
| HOMESTEAD ADVISERS CORP. → | RIA / FO | $7.5B | ARLINGTON, VA | CRD 109845 |
| HUDSON HOUSING CAPITAL LLC → | RIA / FO | $7.4B | NEW YORK, NY | CRD 161240 |
| WESTCAP MANAGEMENT, LLC → | RIA / FO | $7.4B | SAN FRANCISCO, CA | CRD 301822 |
| MORANT WRIGHT MANAGEMENT LIMITED → | RIA / FO | $7.4B | LONDON | CRD 138189 |
| CAPITAL ADVISORS, INC. → | RIA / FO | $7.4B | TULSA, OK | CRD 104643 |
| GRAMERCY FUNDS MANAGEMENT LLC → | RIA / FO | $7.4B | WEST PALM BEACH, FL | CRD 152209 |
| XN LP → | RIA / FO | $7.4B | NEW YORK, NY | CRD 308156 |
| JLL PARTNERS, LLC → | RIA / FO | $7.4B | NEW YORK, NY | CRD 285186 |
| WASHINGTON CAPITAL MANAGEMENT INC → | RIA / FO | $7.4B | SEATTLE, WA | CRD 105253 |
| EVENTIDE ASSET MANAGEMENT, LLC → | RIA / FO | $7.4B | BOSTON, MA | CRD 147110 |
| LYRICAL ASSET MANAGEMENT LP → | RIA / FO | $7.4B | NEW YORK, NY | CRD 148267 |
| ALLIANT RETIREMENT CONSULTING → | RIA / FO | $7.4B | ALPHARETTA, GA | CRD 167970 |
| FIRST NATIONAL ADVISERS, LLC → | RIA / FO | $7.4B | OMAHA, NE | CRD 277146 |
| SURGOCAP PARTNERS LP → | RIA / FO | $7.4B | NEW YORK, NY | CRD 323078 |
| MARINER INDEPENDENT → | RIA / FO | $7.3B | OVERLAND PARK, KS | CRD 305418 |
| CENTAURUS FINANCIAL, INC. → | RIA / FO | $7.3B | ANAHEIM, CA | CRD 30833 |
| SPECTRUM EQUITY → | RIA / FO | $7.3B | BOSTON, MA | CRD 160619 |
| CARVAL CLO MANAGEMENT LLC → | RIA / FO | $7.3B | MINNEAPOLIS, MN | CRD 298135 |
| ARBOUR LANE CAPITAL MANAGEMENT LP → | RIA / FO | $7.3B | STAMFORD, CT | CRD 298198 |
| DIMENSION CAPITAL MANAGEMENT LLC → | RIA / FO | $7.3B | CORAL GABLES, FL | CRD 109380 |
| CERCANO MANAGEMENT LLC → | RIA / FO | $7.3B | BELLEVUE, WA | CRD 315897 |
| BADGLEY PHELPS WEALTH MANAGERS → | RIA / FO | $7.3B | SEATTLE, WA | CRD 315440 |
| PEAK ROCK CAPITAL LLC → | RIA / FO | $7.3B | AUSTIN, TX | CRD 165138 |
| PACIFIC HEIGHTS ASSET MANAGEMENT, LLC → | RIA / FO | $7.3B | SAN FRANCISCO, CA | CRD 124365 |
| ANGELES INVESTMENT ADVISORS → | RIA / FO | $7.3B | SANTA MONICA, CA | CRD 110213 |
| MIDCAP FINANCIAL SERVICES CAPITAL MANAGEMENT, LLC → | RIA / FO | $7.3B | BETHESDA, MD | CRD 285820 |
| DOMAIN CAPITAL ADVISORS, LLC → | RIA / FO | $7.3B | ATLANTA, GA | CRD 110663 |
| TOP TIER CAPITAL PARTNERS, LLC → | RIA / FO | $7.3B | SAN FRANCISCO, CA | CRD 144546 |
| INVICTUS CAPITAL PARTNERS → | RIA / FO | $7.3B | WASHINGTON, DC | CRD 157315 |
| HOF CAPITAL → | RIA / FO | $7.3B | NEW YORK, NY | CRD 287485 |
| RIVERSTONE INVESTMENT GROUP LLC → | RIA / FO | $7.2B | NEW YORK, NY | CRD 130849 |
| TURIM 21 INVESTIMENTOS LTDA → | RIA / FO | $7.2B | RIO DE JANEIRO, RJ | CRD 286618 |
| BONDBLOXX → | RIA / FO | $7.2B | LARKSPUR, CA | CRD 317318 |
| BLS CAPITAL FONDSMAEGLERSELSKAB A/S → | RIA / FO | $7.2B | KLAMPENBORG | CRD 170746 |
| PPC → | RIA / FO | $7.2B | CHICAGO, IL | CRD 291331 |
| A&M CAPITAL → | RIA / FO | $7.2B | GREENWICH, CT | CRD 163576 |
| EVERGREEN CAPITAL MANAGEMENT LLC → | RIA / FO | $7.2B | BELLEVUE, WA | CRD 104931 |
| BDT & MSD BDC MANAGEMENT, LLC → | RIA / FO | $7.2B | NEW YORK, NY | CRD 330624 |
| SPRINGS CAPITAL (HONG KONG) LIMITED → | RIA / FO | $7.2B | HONG KONG | CRD 168321 |
| SILVERSMITH CAPITAL PARTNERS → | RIA / FO | $7.2B | BOSTON, MA | CRD 281620 |
| SACHEM HEAD CAPITAL MANAGEMENT LP → | RIA / FO | $7.2B | NEW YORK, NY | CRD 167173 |
| BROWN BROTHERS HARRIMAN MUTUAL FUND ADVISORY DEPARTMENT → | RIA / FO | $7.2B | NEW YORK, NY | CRD 111231 |
| GROVESTREET → | RIA / FO | $7.1B | NEWTON, MA | CRD 111497 |
| CASSADAY & COMPANY, INC. → | RIA / FO | $7.1B | MCLEAN, VA | CRD 317672 |
| TWEEDY, BROWNE COMPANY LLC → | RIA / FO | $7.1B | STAMFORD, CT | CRD 6857 |
| PRAIRIE CAPITAL MANAGEMENT GROUP, LLC → | RIA / FO | $7.1B | KANSAS CITY, MO | CRD 311623 |
| MILLER INVESTMENT MANAGEMENT, LP → | RIA / FO | $7.1B | WEST CONSHOHOCKEN, PA | CRD 108380 |
| DAEMON INVESTMENT AND ASSET MANAGEMENT, LLC → | RIA / FO | $7.1B | MIAMI, FL | CRD 285629 |
| BLACK CREEK INVESTMENT MANAGEMENT INC. → | RIA / FO | $7.1B | TORONTO | CRD 161344 |
| BUTTERFLY EQUITY LP → | RIA / FO | $7.1B | BEVERLY HILLS, CA | CRD 284667 |
| CRESTVIEW PARTNERS → | RIA / FO | $7.1B | NEW YORK, NY | CRD 157488 |
| TAG ASSOCIATES LLC → | RIA / FO | $7.1B | NEW YORK, NY | CRD 116959 |
| PYRFORD INTERNATIONAL LTD → | RIA / FO | $7.1B | LONDON | CRD 105646 |
| JOHN W. BRISTOL & CO., INC. → | RIA / FO | $7.1B | NEW YORK, NY | CRD 105597 |
| ARGO INFRASTRUCTURE PARTNERS LP → | RIA / FO | $7.1B | NEW YORK, NY | CRD 171246 |
| JAMESTOWN, L.P. → | RIA / FO | $7.1B | ATLANTA, GA | CRD 158207 |
| FIVE POINT INFRASTRUCTURE LLC → | RIA / FO | $7.1B | HOUSTON, TX | CRD 171158 |
| GLG LLC → | RIA / FO | $7.0B | NEW YORK, NY | CRD 138802 |
| US INNOVATIVE TECHNOLOGY CAPITAL MANAGEMENT, LLC → | RIA / FO | $7.0B | MOON TOWNSHIP, PA | CRD 323370 |
| CASPIAN CAPITAL, LP → | RIA / FO | $7.0B | NEW YORK, NY | CRD 155751 |
| ONE MADISON GROUP LLC → | RIA / FO | $7.0B | NEW YORK, NY | CRD 320876 |
| CAMPBELL GLOBAL → | RIA / FO | $7.0B | PORTLAND, OR | CRD 111944 |
| WINDROSE HEALTH INVESTORS, LLC → | RIA / FO | $7.0B | NEW YORK, NY | CRD 160311 |
| COMMUNITY CAPITAL MANAGEMENT, LLC → | RIA / FO | $7.0B | FORT LAUDERDALE, FL | CRD 109368 |
| CANNELL & SPEARS LLC → | RIA / FO | $7.0B | NEW YORK, NY | CRD 142633 |
| GALVANIZE CLIMATE SOLUTIONS LLC → | RIA / FO | $7.0B | SAN FRANCISCO, CA | CRD 316994 |
| FRAZIER LIFE SCIENCES MANAGEMENT, LP → | RIA / FO | $7.0B | PALO ALTO, CA | CRD 317522 |
| TRUST ADVISORS, INC. → | RIA / FO | $7.0B | HOUSTON, TX | CRD 157508 |
| MEDLEY PARTNERS MANAGEMENT LLC → | RIA / FO | $7.0B | SAN FRANCISCO, CA | CRD 289836 |
| HOSKING PARTNERS LLP → | RIA / FO | $7.0B | LONDON | CRD 173527 |
| OCEANSOUND PARTNERS, LP → | RIA / FO | $6.9B | NEW YORK, NY | CRD 300935 |
| BLUE OWL TECHNOLOGY CREDIT ADVISORS II LLC → | RIA / FO | $6.9B | NEW YORK, NY | CRD 316821 |