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 1901–2000 (page 20 of 236)
| Entity | Type | AUM | Location | Anchor |
|---|---|---|---|---|
| SUN CAPITAL ADVISORS, L.P. → | RIA / FO | $5.8B | BOCA RATON, FL | CRD 155109 |
| LEE EQUITY PARTNERS, LLC → | RIA / FO | $5.8B | NEW YORK, NY | CRD 157422 |
| THE LINONIA PARTNERSHIP LP → | RIA / FO | $5.8B | NEW YORK, NY | CRD 326550 |
| GC WEALTH MANAGEMENT RIA, LLC → | RIA / FO | $5.8B | CAMBRIDGE, MA | CRD 327269 |
| SABAL INVESTMENT ADVISORS, LLC → | RIA / FO | $5.8B | IRVINE, CA | CRD 169572 |
| AXIUM INFRASTRUCTURE US INC. → | RIA / FO | $5.8B | NEW YORK, NY | CRD 168164 |
| SALUDA GRADE ASSET MANAGEMENT LLC → | RIA / FO | $5.8B | NEW YORK, NY | CRD 304725 |
| MIRAE ASSET GLOBAL INVESTMENTS (USA) LLC → | RIA / FO | $5.8B | NEW YORK, NY | CRD 147548 |
| MILLSTREET CAPITAL MANAGEMENT LLC → | RIA / FO | $5.8B | BOSTON, MA | CRD 161566 |
| MAYFLOWER ADVISORS → | RIA / FO | $5.8B | BOSTON, MA | CRD 307857 |
| SYM FINANCIAL ADVISORS → | RIA / FO | $5.8B | WINONA LAKE, IN | CRD 107517 |
| PROSPECT RIDGE → | RIA / FO | $5.8B | NEW YORK, NY | CRD 299594 |
| FAIRMOUNT FUNDS MANAGEMENT LLC → | RIA / FO | $5.8B | WEST CONSHOHOCKEN, PA | CRD 284844 |
| AETOS ALTERNATIVES MANAGEMENT → | RIA / FO | $5.8B | NEW YORK, NY | CRD 116761 |
| TRIUM CAPITAL LLP → | RIA / FO | $5.8B | LONDON | CRD 306112 |
| CHENAVARI INVESTMENT MANAGERS → | RIA / FO | $5.8B | LONDON | CRD 158713 |
| THREADLINE WEALTH → | RIA / FO | $5.8B | BELLEVUE, WA | CRD 108917 |
| BUCKHEAD CAPITAL MANAGEMENT, LLC → | RIA / FO | $5.8B | ATLANTA, GA | CRD 110707 |
| OBRA CAPITAL MANAGEMENT, LLC. → | RIA / FO | $5.7B | NEW YORK, NY | CRD 155231 |
| SOLAMERE CAPITAL, LLC → | RIA / FO | $5.7B | BOSTON, MA | CRD 156902 |
| LASALLE ST. INVESTMENT ADVISORS, L.L.C. → | RIA / FO | $5.7B | ELMHURST, IL | CRD 109701 |
| OASIS INVESTMENT STRATEGIES LLC → | RIA / FO | $5.7B | CHICAGO, IL | CRD 152957 |
| BECKER CAPITAL MANAGEMENT, INC. → | RIA / FO | $5.7B | PORTLAND, OR | CRD 110489 |
| DALTON INVESTMENTS, INC. → | RIA / FO | $5.7B | EL SEGUNDO, CA | CRD 308609 |
| LEADENHALL CAPITAL PARTNERS → | RIA / FO | $5.7B | LONDON | CRD 282820 |
| LONGPOINT PARTNERS LP → | RIA / FO | $5.7B | BOSTON, MA | CRD 283800 |
| ACADIAN ASSET MANAGEMENT → | RIA / FO | $5.7B | SYDNEY , NSW | CRD 322795 |
| WEDBUSH SECURITIES INC. → | RIA / FO | $5.7B | PASADENA, CA | CRD 877 |
| GLADSTONE WEALTH PARTNERS → | RIA / FO | $5.7B | PALM BEACH GARDENS, FL | CRD 250787 |
| DYNAMIC BETA INVESTMENTS LLC → | RIA / FO | $5.7B | GREENWICH, CT | CRD 164972 |
| CORTLAND INVESTMENT MANAGEMENT, LLC → | RIA / FO | $5.7B | ATLANTA, GA | CRD 299369 |
| METIS GLOBAL PARTNERS, LLC → | RIA / FO | $5.7B | SAN DIEGO, CA | CRD 167276 |
| KLINGMAN AND ASSOCIATES, LLC → | RIA / FO | $5.7B | NEW YORK, NY | CRD 125618 |
| ALTAROCK PARTNERS LP → | RIA / FO | $5.7B | WEST PALM BEACH, FL | CRD 161005 |
| TFO WEALTH PARTNERS → | RIA / FO | $5.7B | MAUMEE, OH | CRD 124407 |
| GALLATIN POINT CAPITAL LLC → | RIA / FO | $5.7B | GREENWICH, CT | CRD 287716 |
| SEPIO CAPITAL, LP → | RIA / FO | $5.6B | SALT LAKE CITY, UT | CRD 285645 |
| VIVALDI CAPITAL MANAGEMENT LP → | RIA / FO | $5.6B | CHICAGO, IL | CRD 160150 |
| BRAVE WARRIOR ADVISORS, LLC → | RIA / FO | $5.6B | NEW YORK, NY | CRD 108894 |
| DYNAMIC → | RIA / FO | $5.6B | PHOENIX, AZ | CRD 151367 |
| DUNHAM → | RIA / FO | $5.6B | SAN DIEGO, CA | CRD 13162 |
| ALESCO ADVISORS, LLC, AN ESL COMPANY → | RIA / FO | $5.6B | PITTSFORD, NY | CRD 339091 |
| DONALD SMITH & CO., INC. → | RIA / FO | $5.6B | NEW YORK, NY | CRD 104947 |
| GENEVA CAPITAL MANAGEMENT LLC → | RIA / FO | $5.6B | MILWAUKEE, WI | CRD 105432 |
| PENTEGRA INVESTORS, INC. → | RIA / FO | $5.6B | SHELTON, CT | CRD 111503 |
| ALLEGHENY FINANCIAL GROUP → | RIA / FO | $5.6B | PITTSBURGH, PA | CRD 104690 |
| PLANPILOT → | RIA / FO | $5.6B | CHICAGO, IL | CRD 160319 |
| STRATOS WEALTH ADVISORS LLC → | RIA / FO | $5.6B | BEACHWOOD, OH | CRD 283816 |
| MADISON REALTY CAPITAL → | RIA / FO | $5.6B | NEW YORK, NY | CRD 158988 |
| ANTARCTICA INVESTMENT ADVISORS, LLC → | RIA / FO | $5.6B | NEW YORK, NY | CRD 284659 |
| ALPHAPOINT, INC. → | RIA / FO | $5.6B | CORONA DEL MAR, CA | CRD 130115 |
| BALENTINE → | RIA / FO | $5.5B | ATLANTA, GA | CRD 152511 |
| GREEN COURT CAPITAL MANAGEMENT LIMITED → | RIA / FO | $5.5B | CENTRAL, HONG KONG | CRD 286091 |
| VINTAGE INVESTMENT PARTNERS → | RIA / FO | $5.5B | HERZLIYA PITUACH | CRD 172435 |
| INVESTCORP INVESTMENT ADVISERS LLC → | RIA / FO | $5.5B | NEW YORK, NY | CRD 137790 |
| INTEGRATED ADVISORS NETWORK LLC → | RIA / FO | $5.5B | DALLAS, TX | CRD 171991 |
| WAINWRIGHT INVESTMENT COUNSEL LLC → | RIA / FO | $5.5B | BOSTON, MA | CRD 108711 |
| SMEAD CAPITAL MANAGEMENT, INC. → | RIA / FO | $5.5B | PHOENIX, AZ | CRD 143567 |
| 71 WEST CAPITAL PARTNERS → | RIA / FO | $5.5B | BOSTON, MA | CRD 338756 |
| CRESCENT GROVE ADVISORS → | RIA / FO | $5.5B | LAKE FOREST, IL | CRD 170912 |
| SIERRA INVESTMENT PARTNERS, INC. → | RIA / FO | $5.5B | WALNUT CREEK, CA | CRD 110954 |
| STACEY BRAUN ASSOCIATES INC → | RIA / FO | $5.5B | NEW YORK, NY | CRD 105056 |
| WALDRON PRIVATE WEALTH → | RIA / FO | $5.5B | BRIDGEVILLE, PA | CRD 131063 |
| MJ RETIREMENT → | RIA / FO | $5.5B | CARMEL, IN | CRD 164328 |
| FRONTIER ASSET MANAGEMENT, LLC → | RIA / FO | $5.5B | SHERIDAN, WY | CRD 109910 |
| BROCKENBROUGH → | RIA / FO | $5.5B | RICHMOND, VA | CRD 105142 |
| INTEGRUM HOLDINGS LP → | RIA / FO | $5.5B | NEW YORK, NY | CRD 314678 |
| QIC INVESTMENTS NO. 1 PTY LTD → | RIA / FO | $5.5B | BRISBANE QUEENSLAND | CRD 160732 |
| DISCIPLINED GROWTH INVESTORS INC → | RIA / FO | $5.5B | MINNEAPOLIS, MN | CRD 106746 |
| LARSON FINANCIAL GROUP, LLC → | RIA / FO | $5.5B | SAINT LOUIS, MO | CRD 140599 |
| LIME ROCK → | RIA / FO | $5.5B | WESTPORT, CT | CRD 157127 |
| BANSK GROUP LLC → | RIA / FO | $5.5B | NEW YORK, NY | CRD 312320 |
| CALAMOS WEALTH MANAGEMENT LLC → | RIA / FO | $5.5B | NAPERVILLE, IL | CRD 143490 |
| VESTAL POINT CAPITAL, LP → | RIA / FO | $5.5B | NEW YORK, NY | CRD 325894 |
| MONOMOY CAPITAL MANAGEMENT, L.P. → | RIA / FO | $5.5B | GREENWICH, CT | CRD 160759 |
| POLARIS CAPITAL MANAGEMENT, LLC → | RIA / FO | $5.5B | BOSTON, MA | CRD 106278 |
| ALTOS VENTURES MANAGEMENT, INC. → | RIA / FO | $5.4B | BURLINGAME, CA | CRD 162777 |
| PALESTRA CAPITAL MANAGEMENT LLC → | RIA / FO | $5.4B | NEW YORK, NY | CRD 160535 |
| SENTRY MANAGEMENT INC → | RIA / FO | $5.4B | WICHITA FALLS, TX | CRD 107379 |
| STWD INVESTMENT MANAGEMENT, LLC → | RIA / FO | $5.4B | MIAMI BEACH, FL | CRD 288615 |
| AQUATIC CAPITAL MANAGEMENT LLC → | RIA / FO | $5.4B | CHICAGO, IL | CRD 307291 |
| MOTIVE CAPITAL MANAGEMENT, LLC → | RIA / FO | $5.4B | NEW YORK, NY | CRD 285341 |
| ASHOKA WHITEOAK CAPITAL PTE. LTD. → | RIA / FO | $5.4B | SAMSUNG HUB | CRD 299712 |
| PENSION CONSULTANTS INC → | RIA / FO | $5.4B | SPRINGFIELD, MO | CRD 113914 |
| TRUE NORTH ADVISORS, LLC → | RIA / FO | $5.4B | DALLAS, TX | CRD 116048 |
| INTEGRITY ALLIANCE, LLC → | RIA / FO | $5.4B | URBANDALE, IA | CRD 139627 |
| STOCKBRIDGE INVESTORS → | RIA / FO | $5.4B | BOSTON, MA | CRD 160674 |
| TAILWIND CAPITAL → | RIA / FO | $5.4B | NEW YORK, NY | CRD 156562 |
| FENIMORE ASSET MANAGEMENT, INC. → | RIA / FO | $5.4B | COBLESKILL, NY | CRD 110946 |
| WELLINGTON FUNDS (US) LLC → | RIA / FO | $5.4B | BOSTON, MA | CRD 288313 |
| SANDS CAPITAL ALTERNATIVES, LLC → | RIA / FO | $5.4B | ARLINGTON, VA | CRD 155517 |
| CONSTELLATION WEALTH ADVISORS → | RIA / FO | $5.4B | CINCINNATI, OH | CRD 147253 |
| HQ CAPITAL PRIVATE EQUITY LLC → | RIA / FO | $5.4B | MIAMI, FL | CRD 134231 |
| FIRST SENTIER INVESTORS → | RIA / FO | $5.4B | GEORGE TOWN, GRAND CAYMAN | CRD 283669 |
| BAIN CAPITAL INSURANCE SOLUTIONS, LP → | RIA / FO | $5.4B | BOSTON, MA | CRD 305575 |
| QUIET CAPITAL MANAGEMENT, LLC → | RIA / FO | $5.4B | SAN FRANCISCO, CA | CRD 287484 |
| BLACKSTONE ALTERNATIVE INVESTMENT ADVISORS LLC → | RIA / FO | $5.4B | NEW YORK, NY | CRD 165782 |
| SILVER ROCK FINANCIAL LP → | RIA / FO | $5.4B | LOS ANGELES, CA | CRD 283335 |
| CORNELL CAPITAL → | RIA / FO | $5.4B | NEW YORK, NY | CRD 226779 |
| COHEN & STEERS UK LIMITED → | RIA / FO | $5.4B | LONDON | CRD 142150 |