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 1701–1800 (page 18 of 363)
| Entity | Type | AUM | Location | Anchor |
|---|---|---|---|---|
| ALGEBRIS INVESTMENTS (US) INC. → | RIA / FO | $6.9B | BOSTON, MA | CRD 169236 |
| MESIROW FINANCIAL PRIVATE EQUITY ADVISORS, INC. → | RIA / FO | $6.9B | CHICAGO, IL | CRD 112084 |
| NORTHSIDE CAPITAL MANAGEMENT LLC → | RIA / FO | $6.9B | HOOD RIVER, OR | CRD 107784 |
| DAKOTA WEALTH, LLC → | RIA / FO | $6.9B | PALM BEACH GARDENS, FL | CRD 297987 |
| CONESTOGA CAPITAL ADVISORS, LLC → | RIA / FO | $6.9B | WAYNE, PA | CRD 111750 |
| SMITH SHELLNUT WILSON → | RIA / FO | $6.9B | RIDGELAND, MS | CRD 106235 |
| STELLEX CAPITAL → | RIA / FO | $6.9B | NEW YORK, NY | CRD 174278 |
| MEREWETHER INVESTMENT MANAGEMENT, LP → | RIA / FO | $6.9B | DALLAS, TX | CRD 293711 |
| PGIM CUSTOM HARVEST LLC → | RIA / FO | $6.9B | NEWARK, NJ | CRD 290235 |
| PGIM DC SOLUTIONS → | RIA / FO | $6.9B | NEWARK, NJ | CRD 318800 |
| GMT CAPITAL CORP. → | RIA / FO | $6.9B | ATLANTA, GA | CRD 160404 |
| NAYA CAPITAL MANAGEMENT UK LIMITED → | RIA / FO | $6.9B | LONDON | CRD 166159 |
| ABACUS CAPITAL GROUP LLC → | RIA / FO | $6.9B | NEW YORK, NY | CRD 157243 |
| HARBOR INVESTMENT ADVISORY, LLC → | RIA / FO | $6.9B | LUTHERVILLE, MD | CRD 151085 |
| PROWELL FINANCIAL MANAGEMENT, LLC → | RIA / FO | $6.9B | EXTON, PA | CRD 281762 |
| PROVIDENT TRUST COMPANY → | RIA / FO | $6.9B | WAUKESHA, WI | CRD 110118 |
| PRYSM CAPITAL, L.P. → | RIA / FO | $6.9B | PRINCETON, NJ | CRD 304961 |
| SMARTLEAF ASSET MANAGEMENT LLC → | RIA / FO | $6.9B | BOSTON, MA | CRD 172273 |
| FISHER\SMB → | RIA / FO | $6.8B | CARROLLTON, TX | CRD 331205 |
| CITY OF LONDON INVESTMENT MANAGEMENT COMPANY LIMITED → | RIA / FO | $6.8B | LONDON | CRD 110986 |
| IMPERIAL FUND ASSET MANAGEMENT LLC → | RIA / FO | $6.8B | FORT LAUDERDALE, FL | CRD 317525 |
| TILDEN PARK CAPITAL MANAGEMENT LP → | RIA / FO | $6.8B | NEW YORK, NY | CRD 161836 |
| CONFLUENCE FINANCIAL PARTNERS → | RIA / FO | $6.8B | MCMURRAY, PA | CRD 311980 |
| THRIVENT ADVISOR NETWORK, LLC → | RIA / FO | $6.8B | MINNEAPOLIS, MN | CRD 304569 |
| LMCG INVESTMENTS, LLC → | RIA / FO | $6.8B | BOSTON, MA | CRD 149936 |
| SILVER ROCK CAPITAL PARTNERS → | RIA / FO | $6.8B | NEW YORK, NY | CRD 318007 |
| ATOM INVESTORS LP → | RIA / FO | $6.8B | AUSTIN, TX | CRD 296819 |
| FIRST SENTIER INVESTORS → | RIA / FO | $6.8B | BARANGAROO, NSW | CRD 175193 |
| FOCUS FINANCIAL → | RIA / FO | $6.8B | MINNEAPOLIS, MN | CRD 116140 |
| ABBEY CAPITAL LIMITED → | RIA / FO | $6.8B | DUBLIN 2 | CRD 153498 |
| GLAZER CAPITAL, LLC. → | RIA / FO | $6.8B | NEW YORK, NY | CRD 136932 |
| RFG ADVISORY, LLC → | RIA / FO | $6.8B | VESTAVIA HILLS, AL | CRD 158401 |
| ATAIROS MANAGEMENT, L.P. → | RIA / FO | $6.8B | BRYN MAWR, PA | CRD 281947 |
| ARA PARTNERS → | RIA / FO | $6.8B | HOUSTON, TX | CRD 298845 |
| CHICAGO PACIFIC FOUNDERS → | RIA / FO | $6.8B | CHICAGO, IL | CRD 172960 |
| FOCUSPOINT SOLUTIONS, INC. → | RIA / FO | $6.8B | PORTLAND, OR | CRD 131195 |
| LEAD EDGE CAPITAL MANAGEMENT, LLC → | RIA / FO | $6.8B | NEW YORK, NY | CRD 241795 |
| LAURION CAPITAL MANAGEMENT LP → | RIA / FO | $6.8B | NEW YORK, NY | CRD 161278 |
| SIGNATURE INVESTMENT ADVISORS, LLC → | RIA / FO | $6.8B | LOS ANGELES, CA | CRD 160715 |
| STAFFORD CAPITAL PARTNERS LIMITED → | RIA / FO | $6.7B | LONDON | CRD 168133 |
| DISCOVERY CAPITAL MANAGEMENT, LLC → | RIA / FO | $6.7B | SOUTH NORWALK, CT | CRD 161263 |
| MANULIFE INVESTMENT MANAGEMENT TIMBERLAND AND AGRICULTURE INC → | RIA / FO | $6.7B | BOSTON, MA | CRD 109641 |
| BIVIUM CAPITAL PARTNERS, LLC → | RIA / FO | $6.7B | SAN FRANCISCO, CA | CRD 134529 |
| SHAMROCK CAPITAL ADVISORS, LLC → | RIA / FO | $6.7B | LOS ANGELES, CA | CRD 153100 |
| THE BOLLARD GROUP LLC → | RIA / FO | $6.7B | BOSTON, MA | CRD 155317 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC → | RIA / FO | $6.7B | SAINT LOUIS, MO | CRD 146019 |
| TRG MANAGEMENT LP → | RIA / FO | $6.7B | NEW YORK, NY | CRD 138083 |
| TRUTINO CAPITAL MANAGEMENT, LLC → | RIA / FO | $6.7B | NEW YORK, NY | CRD 281980 |
| TRIAN FUND MANAGEMENT, L.P. → | RIA / FO | $6.7B | NEW YORK, NY | CRD 154172 |
| LEEDS EQUITY PARTNERS → | RIA / FO | $6.7B | NEW YORK, NY | CRD 161956 |
| MONROE CAPITAL BDC ADVISORS, LLC → | RIA / FO | $6.7B | CHICAGO, IL | CRD 165657 |
| REVELSTOKE CAPITAL PARTNERS → | RIA / FO | $6.7B | DENVER, CO | CRD 173859 |
| NORTH OF SOUTH CAPITAL LLP → | RIA / FO | $6.7B | LONDON | CRD 300917 |
| BC PARTNERS ADVISORS L.P. → | RIA / FO | $6.7B | NEW YORK, NY | CRD 288495 |
| LADENBURG THALMANN ASSET MANAGEMENT INC → | RIA / FO | $6.7B | NEW YORK, NY | CRD 108604 |
| ASPEN GROVE CAPITAL, LLC → | RIA / FO | $6.7B | AVON, CO | CRD 158166 |
| VESTGEN ADVISORS, LLC → | RIA / FO | $6.7B | CHICAGO, IL | CRD 318657 |
| AVISTA HEALTHCARE PARTNERS → | RIA / FO | $6.7B | NEW YORK, NY | CRD 160750 |
| QUANTBOT TECHNOLOGIES, LP → | RIA / FO | $6.7B | NEW YORK, NY | CRD 170824 |
| NXT CAPITAL INVESTMENT ADVISERS, LLC → | RIA / FO | $6.6B | CHICAGO, IL | CRD 160569 |
| PROSPECT CAPITAL MANAGEMENT L.P. → | RIA / FO | $6.6B | WEST PALM BEACH, FL | CRD 131018 |
| MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT, LLC → | RIA / FO | $6.6B | SAN FRANCISCO, CA | CRD 106054 |
| CORTEC GROUP MANAGEMENT SERVICES, LLC → | RIA / FO | $6.6B | NEW YORK, NY | CRD 161429 |
| SOUTHPOINT CAPITAL ADVISORS LP → | RIA / FO | $6.6B | NEW YORK, NY | CRD 161754 |
| QCAM CURRENCY ASSET MANAGEMENT AG → | RIA / FO | $6.6B | ZUG | CRD 170341 |
| GREYCOURT & CO., INC. → | RIA / FO | $6.6B | PITTSBURGH, PA | CRD 111936 |
| G SQUARED EQUITY MANAGEMENT LP → | RIA / FO | $6.6B | CHICAGO, IL | CRD 289285 |
| TURN/RIVER MANAGEMENT, L.P. → | RIA / FO | $6.6B | SAN FRANCISCO, CA | CRD 165897 |
| CORONATION INVESTMENT MANAGEMENT INTERNATIONAL (PTY) LTD → | RIA / FO | $6.6B | CLAREMONT, CAPE TOWN | CRD 281225 |
| BERNHARD CAPITAL PARTNERS MANAGEMENT, LP → | RIA / FO | $6.6B | BATON ROUGE, LA | CRD 168155 |
| T. ROWE PRICE (CANADA), INC. → | RIA / FO | $6.6B | BALTIMORE, MD | CRD 107290 |
| LEVEL FOUR ADVISORY SERVICES → | RIA / FO | $6.5B | DALLAS, TX | CRD 134086 |
| K2/D&S MANAGEMENT CO., L.L.C. → | RIA / FO | $6.5B | STAMFORD, CT | CRD 123826 |
| SHELTON CAPITAL MANAGEMENT → | RIA / FO | $6.5B | DENVER, CO | CRD 104720 |
| SENDERO WEALTH MANAGEMENT, LLC → | RIA / FO | $6.5B | SAN ANTONIO, TX | CRD 145594 |
| OMNICAP GROUP LLC → | RIA / FO | $6.5B | EL SEGUNDO, CA | CRD 133387 |
| FOXHAVEN ASSET MANAGEMENT, LP → | RIA / FO | $6.5B | CHARLOTTESVILLE, VA | CRD 168872 |
| OSAIC INSTITUTIONS, INC. → | RIA / FO | $6.5B | MERIDEN, CT | CRD 35371 |
| KORNITZER CAPITAL MANAGEMENT, INC. → | RIA / FO | $6.5B | MISSION, KS | CRD 111087 |
| HIGHVISTA PRIVATE CAPITAL MANAGEMENT LLC → | RIA / FO | $6.5B | BOSTON, MA | CRD 139068 |
| JENSEN INVESTMENT MANAGEMENT INC. → | RIA / FO | $6.5B | LAKE OSWEGO, OR | CRD 105281 |
| GREENSPRING ADVISORS, LLC → | RIA / FO | $6.5B | TOWSON, MD | CRD 132669 |
| AVIOR WEALTH MANAGEMENT, LLC → | RIA / FO | $6.5B | OMAHA, NE | CRD 148674 |
| LEVEL EQUITY → | RIA / FO | $6.5B | NEW YORK, NY | CRD 160016 |
| DOUGLASS WINTHROP ADVISORS LLC → | RIA / FO | $6.5B | NEW YORK, NY | CRD 108680 |
| ARNHOLD LLC → | RIA / FO | $6.4B | NEW YORK, NY | CRD 290117 |
| NASSAU GLOBAL CREDIT LLC → | RIA / FO | $6.4B | NEW YORK, NY | CRD 287937 |
| NWF ADVISORY SERVICES INC → | RIA / FO | $6.4B | LOS ANGELES, CA | CRD 110410 |
| SPIDER MANAGEMENT COMPANY, LLC → | RIA / FO | $6.4B | RICHMOND, VA | CRD 149343 |
| CERTARES MANAGEMENT LLC → | RIA / FO | $6.4B | NEW YORK, NY | CRD 296928 |
| TETRAGON PARTNERS L.P. → | RIA / FO | $6.4B | NEW YORK, NY | CRD 156040 |
| OCTOPUS ENERGY GENERATION → | RIA / FO | $6.4B | LONDON | CRD 326704 |
| TRUEPOINT, INC. → | RIA / FO | $6.4B | CINCINNATI, OH | CRD 105664 |
| ORG PORTFOLIO MANAGEMENT LLC → | RIA / FO | $6.4B | BEACHWOOD, OH | CRD 130198 |
| GLENVIEW CAPITAL MANAGEMENT, LLC → | RIA / FO | $6.4B | NEW YORK, NY | CRD 137640 |
| TXRE ADVISERS, LLC → | RIA / FO | $6.4B | DALLAS, TX | CRD 160388 |
| ALLIANZ CAPITAL PARTNERS OF AMERICA LLC → | RIA / FO | $6.4B | NEW YORK, NY | CRD 161684 |
| ANDERSEN → | RIA / FO | $6.3B | MCLEAN, VA | CRD 124205 |
| GLOBAL ALPHA CAPITAL MANAGEMENT LTD. → | RIA / FO | $6.3B | MONTREAL, QC | CRD 161512 |
| MAPLE ROCK CAPITAL PARTNERS INC. → | RIA / FO | $6.3B | TORONTO | CRD 173887 |