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 2401–2500 (page 25 of 236)
| Entity | Type | AUM | Location | Anchor |
|---|---|---|---|---|
| COPELAND CAPITAL MANAGEMENT, LLC → | RIA / FO | $4.1B | CONSHOHOCKEN, PA | CRD 135822 |
| PROMANAGE, LLC → | RIA / FO | $4.1B | CHICAGO, IL | CRD 133357 |
| NZS CAPITAL LLC → | RIA / FO | $4.1B | DENVER, CO | CRD 305093 |
| THOROUGHBRED FINANCIAL SERVICES, LLC → | RIA / FO | $4.0B | BRENTWOOD, TN | CRD 47893 |
| HUDSON STRUCTURED CAPITAL MANAGEMENT LTD. → | RIA / FO | $4.0B | STAMFORD, CT | CRD 282919 |
| CARDINAL CAPITAL MANAGEMENT, INC. → | RIA / FO | $4.0B | WINNIPEG | CRD 124729 |
| ALTAMONT CAPITAL PARTNERS → | RIA / FO | $4.0B | PALO ALTO, CA | CRD 160498 |
| PERMCAP INVESTMENT OFFICE → | RIA / FO | $4.0B | CHARLESTON, SC | CRD 157476 |
| BLUESPRING WEALTH MANAGEMENT, LLC → | RIA / FO | $4.0B | AUSTIN, TX | CRD 152667 |
| KARPUS INVESTMENT MANAGEMENT → | RIA / FO | $4.0B | PITTSFORD, NY | CRD 110275 |
| WATEROUS ENERGY FUND MANAGEMENT (US), LLC → | RIA / FO | $4.0B | HOUSTON, TX | CRD 290952 |
| VALOR ADVISORS LLC → | RIA / FO | $4.0B | MIAMI, FL | CRD 171358 |
| BT FAMILY OFFICE, LLC → | RIA / FO | $4.0B | ATLANTA, GA | CRD 305713 |
| MAINSAIL PARTNERS → | RIA / FO | $4.0B | AUSTIN, TX | CRD 157775 |
| HANWHA ASSET MANAGEMENT (USA) LTD. → | RIA / FO | $4.0B | SAN FRANCISCO, CA | CRD 288464 |
| INTERMEDE INVESTMENT PARTNERS LIMITED → | RIA / FO | $4.0B | LONDON | CRD 175312 |
| AZIMUTH CAPITAL MANAGEMENT → | RIA / FO | $4.0B | BLOOMFIELD HILLS, MI | CRD 319062 |
| NEW FRONTIER ADVISORS, LLC → | RIA / FO | $4.0B | BOSTON, MA | CRD 147181 |
| ARGENT CAPITAL MANAGEMENT LLC → | RIA / FO | $4.0B | CLAYTON, MO | CRD 107930 |
| CORECAP ADVISORS → | RIA / FO | $4.0B | SOUTHFIELD, MI | CRD 158819 |
| TRUARC PARTNERS, LP → | RIA / FO | $4.0B | NEW YORK, NY | CRD 312288 |
| TAILWATER CAPITAL → | RIA / FO | $4.0B | DALLAS, TX | CRD 167240 |
| WINTHROP CAPITAL MANAGEMENT → | RIA / FO | $4.0B | CARMEL, IN | CRD 145216 |
| BRENTWOOD PRIVATE EQUITY, LLC → | RIA / FO | $4.0B | LOS ANGELES, CA | CRD 156558 |
| ADVUS FINANCIAL PARTNERS, LLC → | RIA / FO | $4.0B | WINTER PARK, FL | CRD 311990 |
| IM GLOBAL PARTNER FUND MANAGEMENT LLC → | RIA / FO | $4.0B | EL SEGUNDO, CA | CRD 110005 |
| NORDWAND ADVISORS → | RIA / FO | $4.0B | RADNOR, PA | CRD 322936 |
| TEAM HEWINS, LLC → | RIA / FO | $4.0B | FOSTER CITY, CA | CRD 291194 |
| FINANCIAL INTEGRITY ADVISORS, LLC → | RIA / FO | $4.0B | PHILADELPHIA, PA | CRD 130458 |
| INSPIRE INVESTING, LLC → | RIA / FO | $4.0B | MERIDIAN, ID | CRD 171988 |
| PANTERA CAPITAL → | RIA / FO | $4.0B | SAN FRANCISCO, CA | CRD 284342 |
| GLADE BROOK CAPITAL PARTNERS LLC → | RIA / FO | $4.0B | GREENWICH, CT | CRD 159807 |
| NWI MANAGEMENT LP → | RIA / FO | $4.0B | NEW YORK, NY | CRD 158366 |
| STERLING INVESTMENT PARTNERS ADVISERS, LLC → | RIA / FO | $3.9B | GREENWICH, CT | CRD 156946 |
| VERNAL POINT ADVISORS, LLC → | RIA / FO | $3.9B | SAN FRANCISCO, CA | CRD 166587 |
| FORZA INVESTMENT GROUP, LP → | RIA / FO | $3.9B | SUMMIT, NJ | CRD 329156 |
| OCEAN PARK ASSET MANAGEMENT, LLC → | RIA / FO | $3.9B | SANTA MONICA, CA | CRD 145634 |
| MADISON AVENUE PARTNERS LP → | RIA / FO | $3.9B | NEW YORK, NY | CRD 298610 |
| TIGER INFRASTRUCTURE PARTNERS LP → | RIA / FO | $3.9B | NEW YORK, NY | CRD 161551 |
| WEALTHCARE CAPITAL MANAGEMENT LLC → | RIA / FO | $3.9B | RICHMOND, VA | CRD 111119 |
| PICTET ASSET MANAGEMENT (SINGAPORE) PTE LTD → | RIA / FO | $3.9B | SINGAPORE | CRD 166631 |
| HILDRED CAPITAL MANAGEMENT, LLC → | RIA / FO | $3.9B | NEW YORK, NY | CRD 301293 |
| ATALANTA SOSNOFF MANAGEMENT, LLC → | RIA / FO | $3.9B | NEW YORK, NY | CRD 11085 |
| CROSSLINK CAPITAL, INC. → | RIA / FO | $3.9B | MENLO PARK, CA | CRD 109948 |
| AVENUE EUROPE INTERNATIONAL MANAGEMENT, L.P. → | RIA / FO | $3.9B | NEW YORK, NY | CRD 131937 |
| TUTTLE CAPITAL MANAGEMENT, LLC → | RIA / FO | $3.9B | – | CRD 164937 |
| GUIDESTONE INVESTMENT SERVICES → | RIA / FO | $3.9B | DALLAS, TX | CRD 338335 |
| CLINTON INVESTMENT MANAGEMENT, LLC → | RIA / FO | $3.9B | STAMFORD, CT | CRD 143599 |
| IMA ADVISORY SERVICES, INC. → | RIA / FO | $3.9B | DENVER, CO | CRD 112091 |
| JOHNSON STERLING, INC. → | RIA / FO | $3.9B | BIRMINGHAM, AL | CRD 106379 |
| ANCORA PRIVATE WEALTH ADVISORS, LLC → | RIA / FO | $3.9B | CLEVELAND, OH | CRD 124845 |
| SHAOLIN CAPITAL MANAGEMENT LLC → | RIA / FO | $3.9B | MIAMI, FL | CRD 300095 |
| S.B. VALUE PARTNERS, L.P. → | RIA / FO | $3.9B | SAN ANTONIO, TX | CRD 139162 |
| TWO WEST CAPITAL ADVISORS LLC → | RIA / FO | $3.9B | OVERLAND PARK, KS | CRD 154543 |
| MIDDLEGROUND CAPITAL → | RIA / FO | $3.9B | LEXINGTON, KY | CRD 297235 |
| ASSUREDPARTNERS INVESTMENT ADVISORS → | RIA / FO | $3.9B | TAMPA, FL | CRD 309550 |
| HARBOURVIEW EQUITY PARTNERS, LLC → | RIA / FO | $3.9B | NEWARK, NJ | CRD 315050 |
| 140 SUMMER PARTNERS LP → | RIA / FO | $3.9B | NEW YORK, NY | CRD 308929 |
| VOYA FINANCIAL ADVISORS, INC. → | RIA / FO | $3.9B | WINDSOR, CT | CRD 2882 |
| ALAMO ADVISORS, LP → | RIA / FO | $3.9B | SAN ANTONIO, TX | CRD 122290 |
| CYRUS CAPITAL PARTNERS, L.P. → | RIA / FO | $3.9B | NEW YORK, NY | CRD 136713 |
| IONIC CAPITAL MANAGEMENT LLC → | RIA / FO | $3.9B | NEW YORK, NY | CRD 156400 |
| DEFIANCE ETFS, LLC → | RIA / FO | $3.9B | MIAMI, FL | CRD 294410 |
| PALISADE CAPITAL MANAGEMENT, LP → | RIA / FO | $3.9B | FORT LEE, NJ | CRD 104581 |
| ATTUCKS ASSET MANAGEMENT, LLC → | RIA / FO | $3.9B | CHICAGO, IL | CRD 118891 |
| NEWVIEW CAPITAL MANAGEMENT, LLC → | RIA / FO | $3.9B | BURLINGAME, CA | CRD 298161 |
| TAGES CAPITAL LLP → | RIA / FO | $3.9B | LONDON | CRD 337285 |
| RIMROCK CAPITAL MANAGEMENT LLC → | RIA / FO | $3.9B | IRVINE, CA | CRD 120410 |
| TREE LINE CAPITAL PARTNERS, LLC → | RIA / FO | $3.8B | SAN FRANCISCO, CA | CRD 173784 |
| BFC PLANNING, INC. → | RIA / FO | $3.8B | CEDAR RAPIDS, IA | CRD 119682 |
| LEFT LANE CAPITAL → | RIA / FO | $3.8B | BROOKLYN, NY | CRD 309286 |
| CORMORANT ASSET MANAGEMENT, LP → | RIA / FO | $3.8B | BOSTON, MA | CRD 167820 |
| HSBC SECURITIES (USA) INC. → | RIA / FO | $3.8B | NEW YORK, NY | CRD 19585 |
| NORWEST CAPITAL ADVISORS, LLC → | RIA / FO | $3.8B | MINNEAPOLIS, MN | CRD 323642 |
| HIGHLAND CAPITAL MANAGEMENT, LLC → | RIA / FO | $3.8B | MEMPHIS, TN | CRD 104842 |
| SPEARHEAD ADMINISTRATIVE SERVICES, LLC → | RIA / FO | $3.8B | GREENVILLE, DE | CRD 319289 |
| VALIANT CAPITAL MANAGEMENT, L.P. → | RIA / FO | $3.8B | SAN FRANCISCO, CA | CRD 158071 |
| AVALA GLOBAL LP → | RIA / FO | $3.8B | NEW YORK, NY | CRD 323053 |
| WATERMARK GROUP, INC. → | RIA / FO | $3.8B | PRINCETON, NJ | CRD 108272 |
| LUMINATE CAPITAL PARTNERS → | RIA / FO | $3.8B | SAN FRANCISCO, CA | CRD 269873 |
| SCOPUS ASSET MANAGEMENT, L.P. → | RIA / FO | $3.8B | NEW YORK, NY | CRD 157518 |
| JEFFERIES CREDIT MANAGEMENT LLC → | RIA / FO | $3.8B | NEW YORK, NY | CRD 324525 |
| HENSSLER FINANCIAL → | RIA / FO | $3.8B | KENNESAW, GA | CRD 104545 |
| MATTER FAMILY OFFICE → | RIA / FO | $3.8B | ST LOUIS, MO | CRD 106806 |
| MILLER HOWARD INVESTMENTS INC → | RIA / FO | $3.8B | KINGSTON, NY | CRD 105800 |
| TIMUCUAN ASSET MANAGEMENT INC → | RIA / FO | $3.8B | JACKSONVILLE, FL | CRD 105899 |
| GRANDEUR PEAK GLOBAL ADVISORS → | RIA / FO | $3.8B | SALT LAKE CITY, UT | CRD 158270 |
| KINGSWOOD WEALTH ADVISORS, LLC → | RIA / FO | $3.8B | SAN DIEGO, CA | CRD 288792 |
| VAN BERKOM AND ASSOCIATES INC. → | RIA / FO | $3.8B | MONTREAL, QUEBEC | CRD 128221 |
| ALKEN ASSET MANAGEMENT LTD → | RIA / FO | $3.8B | LONDON | CRD 329119 |
| HARVEST GLOBAL INVESTMENTS LIMITED → | RIA / FO | $3.8B | HONG KONG | CRD 157964 |
| ST. GERMAIN INVESTMENT MANAGEMENT → | RIA / FO | $3.8B | SPRINGFIELD, MA | CRD 155186 |
| HARBOR GROUP INTERNATIONAL, LLC → | RIA / FO | $3.8B | NORFOLK, VA | CRD 285895 |
| SENIORS HOUSING FUND MANAGER LLC → | RIA / FO | $3.8B | TOLEDO, OH | CRD 334006 |
| RICHARD BERNSTEIN ADVISORS LLC → | RIA / FO | $3.8B | NEW YORK, NY | CRD 153577 |
| SCHWARTZ INVESTMENT COUNSEL INC → | RIA / FO | $3.8B | PLYMOUTH, MI | CRD 104693 |
| INTEGRAL ILS LTD. → | RIA / FO | $3.8B | HAMILTON | CRD 310727 |
| HOLBROOK HOLDINGS, INC. → | RIA / FO | $3.8B | ATLANTA, GA | CRD 283258 |
| SENTINEL FUND ADVISORS, INC. → | RIA / FO | $3.8B | NEW YORK, NY | CRD 327262 |
| CAPE ANN ASSET MANAGEMENT → | RIA / FO | $3.8B | LONDON | CRD 284056 |