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 2001–2100 (page 21 of 236)
| Entity | Type | AUM | Location | Anchor |
|---|---|---|---|---|
| SOFINNOVA INVESTMENTS, INC. → | RIA / FO | $5.4B | MENLO PARK, CA | CRD 160297 |
| TCI WEALTH ADVISORS, INC. → | RIA / FO | $5.4B | TUCSON, AZ | CRD 107373 |
| FROST INVESTMENT ADVISORS, LLC → | RIA / FO | $5.4B | SAN ANTONIO, TX | CRD 146148 |
| WESTERN WEALTH MANAGEMENT LLC → | RIA / FO | $5.4B | GOLDEN, CO | CRD 283545 |
| COVE HILL PARTNERS, L.P. → | RIA / FO | $5.4B | BOSTON, MA | CRD 288684 |
| MANTLE RIDGE LP → | RIA / FO | $5.3B | NEW YORK, NY | CRD 284653 |
| MACKENZIE INVESTMENTS EUROPE LIMITED → | RIA / FO | $5.3B | DUBLIN 4 | CRD 284912 |
| DAVID VAUGHAN INVESTMENTS, LLC → | RIA / FO | $5.3B | PEORIA, IL | CRD 105990 |
| ARENA CAPITAL ADVISORS → | RIA / FO | $5.3B | LOS ANGELES, CA | CRD 170313 |
| POLUS CAPITAL MANAGEMENT LIMITED → | RIA / FO | $5.3B | LONDON | CRD 139138 |
| FAMILY MANAGE LLC → | RIA / FO | $5.3B | NEW YORK, NY | CRD 104951 |
| FLEXSTONE PARTNERS, LLC → | RIA / FO | $5.3B | NEW YORK, NY | CRD 147353 |
| PICTET NORTH AMERICA ADVISORS SA → | RIA / FO | $5.3B | GENEVA 73 | CRD 142512 |
| PAMLICO CAPITAL → | RIA / FO | $5.3B | CHARLOTTE, NC | CRD 157532 |
| BIP WEALTH, LLC → | RIA / FO | $5.3B | ATLANTA, GA | CRD 143208 |
| ALERA INVESTMENT ADVISORS, LLC → | RIA / FO | $5.3B | DEERFIELD, IL | CRD 287906 |
| REHMANN WEALTH → | RIA / FO | $5.3B | LANSING, MI | CRD 123047 |
| CONSTITUTION CAPITAL EQUITY PARTNERS LP → | RIA / FO | $5.3B | ANDOVER, MA | CRD 147248 |
| PROFICIO CAPITAL PARTNERS LLC → | RIA / FO | $5.3B | NEWTON, MA | CRD 269931 |
| DENHAM CAPITAL MANAGEMENT LP → | RIA / FO | $5.3B | BOSTON, MA | CRD 156605 |
| ALUMINA INVESTMENT MANAGEMENT → | RIA / FO | $5.3B | CHARLOTTE, NC | CRD 164273 |
| MHR FUND MANAGEMENT LLC → | RIA / FO | $5.3B | NEW YORK, NY | CRD 157212 |
| ZAIS GROUP → | RIA / FO | $5.3B | HOLMDEL, NJ | CRD 108371 |
| VALUE PARTNERS HONG KONG LIMITED → | RIA / FO | $5.2B | HONG KONG | CRD 157477 |
| VENTURE VISIONARY PARTNERS LLC → | RIA / FO | $5.2B | SYLVANIA, OH | CRD 304237 |
| GLENDON CAPITAL MANAGEMENT L.P. → | RIA / FO | $5.2B | SANTA MONICA, CA | CRD 166119 |
| ZIMMER PARTNERS, LP → | RIA / FO | $5.2B | NEW YORK, NY | CRD 165684 |
| INVESTMENT MANAGEMENT GROUP → | RIA / FO | $5.2B | BILLINGS, MT | CRD 122166 |
| SPRUCE HOUSE INVESTMENT MANAGEMENT LLC → | RIA / FO | $5.2B | NEW YORK, NY | CRD 163427 |
| FOREST INVESTMENT ASSOCIATES → | RIA / FO | $5.2B | ATLANTA, GA | CRD 110163 |
| STANDARD INVESTMENTS LLC → | RIA / FO | $5.2B | NEW YORK, NY | CRD 160843 |
| HC CAPITAL PARTNERS, LLC → | RIA / FO | $5.2B | WEST CONSHOHOCKEN, PA | CRD 160737 |
| LINSCOMB WEALTH, INC. → | RIA / FO | $5.2B | HOUSTON, TX | CRD 106779 |
| LOVELL MINNICK → | RIA / FO | $5.2B | RADNOR, PA | CRD 156494 |
| SKYE GLOBAL MANAGEMENT LP → | RIA / FO | $5.2B | WEST PALM BEACH, FL | CRD 283493 |
| TWIN BRIDGE CAPITAL PARTNERS, LLC → | RIA / FO | $5.2B | CHICAGO, IL | CRD 160403 |
| GENTRUST → | RIA / FO | $5.2B | MIAMI, FL | CRD 158369 |
| DAVIDSON INVESTMENT ADVISORS, INC. → | RIA / FO | $5.2B | GREAT FALLS, MT | CRD 110552 |
| PROFUND ADVISORS LLC → | RIA / FO | $5.2B | BETHESDA, MD | CRD 109585 |
| KRILOGY → | RIA / FO | $5.2B | ST. LOUIS, MO | CRD 149046 |
| DEXTRA PARTNERS → | RIA / FO | $5.2B | NEW YORK, NY | CRD 321820 |
| PAINE SCHWARTZ PARTNERS, LLC → | RIA / FO | $5.2B | NEW YORK, NY | CRD 157551 |
| BEAR CREEK ASSET MANAGEMENT, LLC → | RIA / FO | $5.2B | DENVER, CO | CRD 137677 |
| INVESTCORP CORSAIR INFRASTRUCTURE PARTNERS, L.P. → | RIA / FO | $5.2B | NEW YORK, NY | CRD 329155 |
| LEADING EDGE INVESTMENT ADVISORS,LLC → | RIA / FO | $5.2B | SAN FRANCISCO, CA | CRD 136476 |
| LEGACY ADVISORS, LLC → | RIA / FO | $5.2B | PLYMOUTH MEETING, PA | CRD 139830 |
| INSIGNEO ADVISORY SERVICES, LLC → | RIA / FO | $5.2B | MIAMI, FL | CRD 282589 |
| ASSET STRATEGY CONSULTANTS LLC → | RIA / FO | $5.2B | HUNT VALLEY, MD | CRD 110800 |
| JEFFERIES INVESTMENT ADVISERS LLC → | RIA / FO | $5.2B | NEW YORK, NY | CRD 325421 |
| HINES CAPITAL ADVISORS LLC → | RIA / FO | $5.1B | HOUSTON, TX | CRD 307282 |
| ALTAMAR PARTNERS NORTH AMERICA LLC → | RIA / FO | $5.1B | NEW YORK, NY | CRD 283144 |
| RADCLIFFE CAPITAL MANAGEMENT, L.P. → | RIA / FO | $5.1B | BALA CYNWYD, PA | CRD 136028 |
| TECTONIC ADVISORS LLC → | RIA / FO | $5.1B | FRISCO, TX | CRD 139713 |
| GEMSPRING CAPITAL MANAGEMENT, LP → | RIA / FO | $5.1B | WESTPORT, CT | CRD 285081 |
| NEXUS CAPITAL MANAGEMENT LP → | RIA / FO | $5.1B | LOS ANGELES, CA | CRD 168618 |
| NUT TREE CAPITAL MANAGEMENT, LP → | RIA / FO | $5.1B | NEW YORK, NY | CRD 282219 |
| STARR PRIVATE EQUITY PARTNERS, LLC → | RIA / FO | $5.1B | NEW YORK, NY | CRD 297886 |
| CRESCENT REAL ESTATE LLC → | RIA / FO | $5.1B | FORT WORTH, TX | CRD 158397 |
| TOMALES BAY CAPITAL → | RIA / FO | $5.1B | – | CRD 298932 |
| CORIENT IA LLC → | RIA / FO | $5.1B | MIAMI, FL | CRD 326262 |
| SERENT CAPITAL MANAGEMENT COMPANY, L.L.C. → | RIA / FO | $5.1B | SAN FRANCISCO, CA | CRD 160292 |
| DURATION CAPITAL PARTNERS LLC → | RIA / FO | $5.1B | NEW YORK, NY | CRD 329842 |
| WHITE OAK GLOBAL ADVISORS, LLC → | RIA / FO | $5.1B | SAN FRANCISCO, CA | CRD 149659 |
| DWS INVESTMENTS HONG KONG LIMITED → | RIA / FO | $5.1B | HONG KONG | CRD 139666 |
| GENTER CAPITAL MANAGEMENT → | RIA / FO | $5.1B | LOS ANGELES, CA | CRD 108618 |
| BAYPINE HOLDINGS LP → | RIA / FO | $5.1B | BOSTON, MA | CRD 311154 |
| EVERSOURCE WEALTH ADVISORS, LLC → | RIA / FO | $5.1B | BIRMINGHAM, AL | CRD 286340 |
| MORAN WEALTH MANAGEMENT, LLC → | RIA / FO | $5.1B | NAPLES, FL | CRD 319208 |
| ALIYA CAPITAL PARTNERS LLC → | RIA / FO | $5.1B | MIAMI, FL | CRD 305988 |
| TAIKO → | RIA / FO | $5.1B | CHICAGO, IL | CRD 287792 |
| STONEX ADVISORS INC. → | RIA / FO | $5.1B | BIRMINGHAM, AL | CRD 174182 |
| INDUS CAPITAL PARTNERS, LLC → | RIA / FO | $5.1B | NEW YORK, NY | CRD 133738 |
| NEW ENGLAND PRIVATE WEALTH ADVISORS, LLC → | RIA / FO | $5.1B | WELLESLEY, MA | CRD 133790 |
| PENNINGTON PARTNERS & CO., LLC → | RIA / FO | $5.1B | BETHESDA, MD | CRD 282688 |
| BAKERAVENUE → | RIA / FO | $5.1B | SAN FRANCISCO, CA | CRD 132657 |
| CARRINGTON CAPITAL MANAGEMENT, LLC → | RIA / FO | $5.1B | OLD GREENWICH, CT | CRD 130813 |
| THE PACIFIC FINANCIAL GROUP, INC. → | RIA / FO | $5.1B | NASHVILLE, TN | CRD 105203 |
| TT INTERNATIONAL → | RIA / FO | $5.1B | LONDON | CRD 110858 |
| KOTAK MAHINDRA ASSET MANAGEMENT (SINGAPORE) PTE. LTD. → | RIA / FO | $5.1B | SINGAPORE | CRD 286032 |
| METROPOLIS CAPITAL LIMITED → | RIA / FO | $5.1B | AMERSHAM, BUCKINGHAMSHIRE | CRD 291699 |
| FIRST FOUNDATION ADVISORS → | RIA / FO | $5.1B | IRVINE, CA | CRD 106075 |
| OBERWEIS ASSET MANAGEMENT INC → | RIA / FO | $5.1B | LISLE, IL | CRD 105471 |
| TRUEPLAN BENEFIT AND RETIREMENT ADVISORS → | RIA / FO | $5.1B | RENSSELAER, NY | CRD 36026 |
| PERCHERON CAPITAL → | RIA / FO | $5.1B | SAN FRANCISCO, CA | CRD 312004 |
| TCG CROSSOVER MANAGEMENT, LLC → | RIA / FO | $5.1B | PALO ALTO, CA | CRD 311718 |
| WELLSPRING FAMILY OFFICE → | RIA / FO | $5.1B | CLEVELAND, OH | CRD 143112 |
| THREE BELL CAPITAL LLC → | RIA / FO | $5.1B | DALLAS, TX | CRD 159736 |
| NEWPORT GROUP CONSULTING, LLC → | RIA / FO | $5.1B | LAKE MARY, FL | CRD 140944 |
| MAPLELANE CAPITAL, LLC → | RIA / FO | $5.0B | NEW YORK, NY | CRD 159894 |
| DAYMARK WEALTH PARTNERS, LLC → | RIA / FO | $5.0B | CINCINNATI, OH | CRD 320878 |
| LUXOR CAPITAL GROUP, LP → | RIA / FO | $5.0B | NEW YORK, NY | CRD 138253 |
| TFO FAMILY OFFICE PARTNERS → | RIA / FO | $5.0B | PHOENIX, AZ | CRD 159440 |
| CAIN, WATTERS & ASSOCIATES, LLC → | RIA / FO | $5.0B | FRISCO, TX | CRD 111521 |
| MSR CAPITAL PARTNERS, LLC → | RIA / FO | $5.0B | NEW YORK, NY | CRD 318983 |
| WELLSPRING CAPITAL ADVISORS, LLC → | RIA / FO | $5.0B | – | CRD 132698 |
| RIVERBRIDGE → | RIA / FO | $5.0B | MINNEAPOLIS, MN | CRD 108074 |
| COASTAL BRIDGE ADVISORS → | RIA / FO | $5.0B | WESTPORT, CT | CRD 152569 |
| KENNEDY CAPITAL MANAGEMENT → | RIA / FO | $5.0B | ST LOUIS, MO | CRD 105834 |
| KIRKOSWALD CAPITAL MANAGEMENT LIMITED → | RIA / FO | $5.0B | LONDON | CRD 139217 |
| FINEPOINT CAPITAL LP → | RIA / FO | $5.0B | BOSTON, MA | CRD 170668 |