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 22801–22900 (page 229 of 363)
| Entity | Type | AUM | Location | Anchor |
|---|---|---|---|---|
| Evergreen Wealth Partners LLC → | 13F manager | – | – | CIK 2101006 |
| Everhart Financial Group, Inc. → | 13F manager | – | – | CIK 1852858 |
| EVERLANE EQUITY PARTNERS, LLC → | RIA / FO | – | BOSTON, MA | CRD 300133 |
| EVERMAY WEALTH MANAGEMENT LLC → | 13F manager | – | – | CIK 1066816 |
| Evernest Financial Advisors, LLC → | 13F manager | – | – | CIK 2009530 |
| EVERPAR ADVISORS LLC → | 13F manager | – | – | CIK 2010410 |
| EVERPEAK CAPITAL GROUP, LLC → | RIA / FO | – | – | CRD 338269 |
| Eversept Partners, LP → | 13F manager | – | – | CIK 1697013 |
| EverSource Wealth Advisors, LLC → | 13F manager | – | – | CIK 1710537 |
| Everstar Asset Management, LLC → | 13F manager | – | – | CIK 2023744 |
| EVERSTONE CAPITAL ASIA PTE. LTD. → | RIA / FO | – | SINGAPORE | CRD 162566 |
| EVERSTONE CAPITAL MANAGEMENT → | RIA / FO | – | EBENE | CRD 162519 |
| EVERSTREAM ENERGY CAPITAL ADVISERS, LLC → | RIA / FO | – | WAYZATA, MN | CRD 167493 |
| EVERTRUST GROUP INC → | RIA / FO | – | NEW YORK, NY | CRD 340177 |
| EVEXIA WEALTH LLC → | 13F manager | – | – | CIK 1975710 |
| EVIDITY CAPITAL LLC → | RIA / FO | – | MIAMI, FL | CRD 288126 |
| EVIO VENTURE CAPITAL, LLC → | RIA / FO | – | ATHENS | CRD 331348 |
| EVOKE WEALTH, LLC → | 13F manager | – | – | CIK 1793432 |
| Evolution Advisers, Inc. → | 13F manager | – | – | CIK 1906967 |
| EVOLUTION EQUITY PARTNERS → | RIA / FO | – | NEW YORK, NY | CRD 319748 |
| Evolution Wealth Advisors, LLC → | 13F manager | – | – | CIK 1763121 |
| EVOLUTION WEALTH MANAGEMENT INC. → | 13F manager | – | – | CIK 2010029 |
| Evolutionary Tree Capital Management, LLC → | 13F manager | – | – | CIK 1844345 |
| EVOLVE PRIVATE WEALTH, LLC → | 13F manager | – | – | CIK 2111131 |
| EVR Research LP → | 13F manager | – | – | CIK 1843019 |
| EWA, LLC → | 13F manager | – | – | CIK 1835252 |
| Ewing Morris & Co. Investment Partners Ltd. → | 13F manager | – | – | CIK 1846838 |
| EWING MORRIS & CO. INVESTMENT PARTNERS LTD. → | RIA / FO | – | TORONTO, ON | CRD 173004 |
| Ewing Scott M → | 13F manager | – | – | CIK 0001998797 |
| EX/ANTE LLC → | RIA / FO | – | BROOKLYN, NY | CRD 326170 |
| Exactics, Inc. → | Issuer | – | – | CIK 2136792 |
| EXAGON IMPACT CAPITAL LLC → | RIA / FO | – | NEW YORK, NY | CRD 334623 |
| Exane Asset Management → | 13F manager | – | – | CIK 1666256 |
| EXBORDER PARTNERS LLC → | RIA / FO | – | NEW YORK, NY | CRD 339419 |
| EXCALIBUR MANAGEMENT CORP → | 13F manager | – | – | CIK 1009003 |
| EXCEL INVESTMENT (HK) LIMITED → | RIA / FO | – | HONG KONG | CRD 282210 |
| EXCEL VENTURE MANAGEMENT → | RIA / FO | – | BOSTON, MA | CRD 161756 |
| EXCELERATE HEALTH VENTURES LLC → | RIA / FO | – | DURHAM, NC | CRD 312957 |
| EXCELL TECHNOLOGY VENTURES → | RIA / FO | – | ROCHESTER, NY | CRD 317790 |
| Excelsior Advisor Network LLC → | 13F manager | – | – | CIK 2110679 |
| EXCEPTION CAPITAL LLP → | RIA / FO | – | SAFFRON WALDEN ESSEX | CRD 171556 |
| EXCEPTIONAL CAPITAL, LLC → | RIA / FO | – | – | CRD 317856 |
| EXCEPTIONAL WEALTH & FAMILY OFFICE → | RIA / FO | – | COLORADO SPRINGS, CO | CRD 340444 |
| Exchange Bank → | 13F manager | – | – | CIK 2001155 |
| EXCHANGE TRADED CONCEPTS, LLC → | 13F manager | – | – | CIK 1457320 |
| ExchangeRight Essential Income 12 DST → | Issuer | – | – | CIK 2140647 |
| EXCYPHER EXCHANGE LTD → | RIA / FO | – | DENVER, CO | CRD 338500 |
| EXENCIAL WEALTH ADVISORS, LLC → | 13F manager | – | – | CIK 1576151 |
| EXETER CAPITAL → | RIA / FO | – | BOSTON, MA | CRD 308310 |
| Exeter Financial, LLC → | 13F manager | – | – | CIK 1752045 |
| EXI INVESTMENT PARTNERS → | RIA / FO | – | LAKE FOREST, IL | CRD 313372 |
| EXIGENT CAPITAL GROUP LTD. → | RIA / FO | – | JERUSALEM | CRD 334874 |
| Exit Wealth Advisors, LLC. → | 13F manager | – | – | CIK 2082744 |
| ExodusPoint Capital Management, LP → | 13F manager | – | – | CIK 1736225 |
| Exome Asset Management LLC → | 13F manager | – | – | CIK 2011932 |
| Exor N.V. → | 13F manager | – | – | CIK 1589122 |
| Exp Eq Nationwide Pave I LLC → | Issuer | – | – | CIK 2139000 |
| EXPA EC3 MGMT, LLC → | RIA / FO | – | WEST HOLLYWOOD, CA | CRD 323655 |
| EXPANDING CAPITAL → | RIA / FO | – | GREENWICH, CT | CRD 312564 |
| Expect Equity LLC → | 13F manager | – | – | CIK 2007407 |
| EXPECT EQUITY LLC → | RIA / FO | – | PIKESVILLE, MD | CRD 324496 |
| EXPEDITION GROWTH CAPITAL LTD → | RIA / FO | – | LONDON | CRD 325510 |
| EXPLORA S.A. → | RIA / FO | – | LUXEMBOURG | CRD 169476 |
| EXPLORADOR CAPITAL MANAGEMENT, LLC → | RIA / FO | – | – | CRD 139762 |
| Explore Capital Management, LLC → | 13F manager | – | – | CIK 2026286 |
| EXPLORE CAPITAL MANAGEMENT, LLC → | RIA / FO | – | DALLAS, TX | CRD 324458 |
| EXPONENT FOUNDERS MANAGEMENT, LLC → | RIA / FO | – | – | CRD 322180 |
| EXPONENT PRIVATE EQUITY LLP → | RIA / FO | – | LONDON | CRD 160069 |
| EXPONENTIAL INVESTMENTS CO., LTD. → | RIA / FO | – | SEOUL | CRD 340271 |
| EXPONENTIAL ZAISAN PARTNERS, LLC → | RIA / FO | – | ULAANBAATAR | CRD 324159 |
| Expressive Wealth LLC → | 13F manager | – | – | CIK 2026980 |
| Extract Advisors LLC → | 13F manager | – | – | CIK 1703148 |
| Ezell Ryan Gillis → | 13F manager | – | – | CIK 0001805598 |
| F/m Investments LLC → | 13F manager | – | – | CIK 1834499 |
| F&V Capital Management, LLC → | 13F manager | – | – | CIK 1569453 |
| F1 INVESTMENT MANAGEMENT, LLC → | RIA / FO | – | SAN FRANCISCO, CA | CRD 338669 |
| F2 CAPITAL 3 MANAGEMENT LTD → | RIA / FO | – | TEL AVIV | CRD 323538 |
| F2 VENTURES → | RIA / FO | – | ROAD TOWN | CRD 326869 |
| F3 PARTNERS LLC → | RIA / FO | – | NEW YORK, NY | CRD 333302 |
| F7 VENTURES LLC → | RIA / FO | – | – | CRD 313484 |
| Fabric8, Inc. → | Issuer | – | – | CIK 2141171 |
| FABRICA MANAGEMENT, LLC → | RIA / FO | – | – | CRD 320788 |
| Facet Wealth, Inc. → | 13F manager | – | – | CIK 1748271 |
| FACT Capital, LP → | 13F manager | – | – | CIK 1964400 |
| Factor Wealth Management LTD → | 13F manager | – | – | CIK 2055816 |
| FACTORIAL CAPITAL MANAGEMENT → | RIA / FO | – | – | CRD 334656 |
| FACTORIAL MANAGEMENT LIMITED → | RIA / FO | – | HONG KONG | CRD 282769 |
| FACTORIAL MANAGEMENT Ltd → | 13F manager | – | – | CIK 1697137 |
| Factorial Partners, LLC → | 13F manager | – | – | CIK 1732687 |
| FACTORY HQ → | RIA / FO | – | MENLO PARK, CA | CRD 315993 |
| FACTORY MUTUAL INSURANCE CO → | 13F manager | – | – | CIK 887818 |
| Fadool Joseph F. → | 13F manager | – | – | CIK 0001523931 |
| FAGAN ASSOCIATES, INC. → | 13F manager | – | – | CIK 1607866 |
| FAGERSTAL DICK → | 13F manager | – | – | CIK 0001255723 |
| FAIR EDGE LLC → | RIA / FO | – | SEATTLE, WA | CRD 338444 |
| FAIR OAKS CAPITAL LIMITED → | RIA / FO | – | LONDON, ENGLAND | CRD 289249 |
| FAIR VALUE CAPITAL MANAGEMENT → | RIA / FO | – | TRIANON | CRD 323250 |
| Fairbanks Amber → | 13F manager | – | – | CIK 0002062600 |
| Fairbanks Capital Management, Inc. → | 13F manager | – | – | CIK 1681372 |
| Fairfax Aggregator LP → | Issuer | – | – | CIK 2139671 |