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 2501–2600 (page 26 of 363)
| Entity | Type | AUM | Location | Anchor |
|---|---|---|---|---|
| HEALTHCARE ROYALTY MANAGEMENT, LLC → | RIA / FO | $3.8B | STAMFORD, CT | CRD 169355 |
| FAS WEALTH PARTNERS, INC. → | RIA / FO | $3.8B | LEAWOOD, KS | CRD 109796 |
| M-ONE CAPITAL → | RIA / FO | $3.8B | OMAHA, NE | CRD 158782 |
| NEOS PARTNERS, LP → | RIA / FO | $3.8B | SAN DIEGO, CA | CRD 323847 |
| PLEXUS CAPITAL → | RIA / FO | $3.8B | RALEIGH, NC | CRD 310241 |
| GFS ADVISORS LLC → | RIA / FO | $3.8B | HOUSTON, TX | CRD 143110 |
| BEAUMONT FINANCIAL PARTNERS → | RIA / FO | $3.8B | NEEDHAM, MA | CRD 322925 |
| 10TH LANE PARTNERS, LP → | RIA / FO | $3.8B | NEW YORK, NY | CRD 160822 |
| VECTOR CAPITAL MANAGEMENT, L.P. → | RIA / FO | $3.8B | SAN FRANCISCO, CA | CRD 171172 |
| FOREST CAPITAL MANAGEMENT, LLC → | RIA / FO | $3.8B | CHICAGO, IL | CRD 171659 |
| KINGSWOOD CAPITAL MANAGEMENT, L.P. → | RIA / FO | $3.8B | LOS ANGELES, CA | CRD 304649 |
| AVANATH CAPITAL MANAGEMENT, LLC → | RIA / FO | $3.7B | IRVINE, CA | CRD 172704 |
| TRANSWESTERN INVESTMENTS → | RIA / FO | $3.7B | DALLAS, TX | CRD 159520 |
| CFT CAPITAL MANAGEMENT, LLC → | RIA / FO | $3.7B | LOS ANGELES, CA | CRD 319348 |
| HOWLAND CAPITAL MANAGEMENT LLC → | RIA / FO | $3.7B | BOSTON, MA | CRD 104726 |
| TRB WEALTH MANAGEMENT, LLC → | RIA / FO | $3.7B | HOUSTON, TX | CRD 309370 |
| ARGOSY CAPITAL → | RIA / FO | $3.7B | WAYNE, PA | CRD 160212 |
| AUSDAL FINANCIAL PARTNERS, INC. → | RIA / FO | $3.7B | DAVENPORT, IA | CRD 7995 |
| ANNALY CREDIT OPPORTUNITIES MANAGEMENT LLC → | RIA / FO | $3.7B | NEW YORK, NY | CRD 299542 |
| BOK FINANCIAL PRIVATE WEALTH, INC. → | RIA / FO | $3.7B | DENVER, CO | CRD 106733 |
| PROTERRA INVESTMENT PARTNERS LP → | RIA / FO | $3.7B | MINNEAPOLIS, MN | CRD 282051 |
| MERK INVESTMENTS LLC → | RIA / FO | $3.7B | PALO ALTO, CA | CRD 112305 |
| FALFURRIAS MANAGEMENT PARTNERS LP → | RIA / FO | $3.7B | CHARLOTTE, NC | CRD 163076 |
| POPULAR ASSET MANAGEMENT → | RIA / FO | $3.7B | SAN JUAN, PR | CRD 313653 |
| ONCAP MANAGEMENT PARTNERS L.P. → | RIA / FO | $3.7B | TORONTO | CRD 161167 |
| WEALTH MANAGEMENT → | RIA / FO | $3.7B | NORFOLK, NE | CRD 137080 |
| ANCHORAGE CAPITAL GROUP, L.L.C. → | RIA / FO | $3.7B | NEW YORK, NY | CRD 135657 |
| RESOURCE CAPITAL INVESTMENT CORPORATION → | RIA / FO | $3.7B | CARLSBAD, CA | CRD 166722 |
| SOUTHEASTERN ASSET MANAGEMENT INC. → | RIA / FO | $3.7B | MEMPHIS, TN | CRD 105276 |
| MIDOCEAN US ADVISOR, L.P. → | RIA / FO | $3.7B | NEW YORK, NY | CRD 151488 |
| 57 STARS LLC → | RIA / FO | $3.7B | ARLINGTON, VA | CRD 135202 |
| GREENVALE CAPITAL LP → | RIA / FO | $3.7B | – | CRD 312264 |
| MERIT ENERGY COMPANY → | RIA / FO | $3.7B | DALLAS, TX | CRD 109310 |
| THE WELCH GROUP, LLC → | RIA / FO | $3.7B | BIRMINGHAM, AL | CRD 111273 |
| STEVENS CAPITAL MANAGEMENT LP → | RIA / FO | $3.7B | RADNOR, PA | CRD 161202 |
| THURSTON SPRINGER ADVISORS → | RIA / FO | $3.7B | INDIANAPOLIS, IN | CRD 299201 |
| FOURTH SAIL CAPITAL US LP → | RIA / FO | $3.7B | BOCA RATON, FL | CRD 332445 |
| FROST INVESTMENT SERVICES → | RIA / FO | $3.7B | SAN ANTONIO, TX | CRD 286129 |
| STOKER OSTLER, A PART OF BMO FINANCIAL GROUP → | RIA / FO | $3.7B | SCOTTSDALE, AZ | CRD 111320 |
| LUMINT CORPORATION → | RIA / FO | $3.7B | BOSTON, MA | CRD 324443 |
| SOLEUS CAPITAL MANAGEMENT, L.P. → | RIA / FO | $3.7B | GREENWICH, CT | CRD 294459 |
| TGM ASSOCIATES L.P. → | RIA / FO | $3.7B | NEW YORK, NY | CRD 108905 |
| CALEDONIA US, LP → | RIA / FO | $3.7B | NEW YORK, NY | CRD 291463 |
| 360 ONE PORTFOLIO MANAGERS LIMITED → | RIA / FO | $3.6B | MUMBAI | CRD 307146 |
| BOUSSARD & GAVAUDAN INVESTMENT MANAGEMENT LLP → | RIA / FO | $3.6B | LONDON | CRD 172298 |
| VICTORY PARK CAPITAL → | RIA / FO | $3.6B | CHICAGO, IL | CRD 161079 |
| BCSF ADVISORS, LP → | RIA / FO | $3.6B | BOSTON, MA | CRD 282092 |
| VITTORIA AND PARTNERS LLP → | RIA / FO | $3.6B | LONDON | CRD 325562 |
| MOZAIC, LLC → | RIA / FO | $3.6B | BEVERLY HILLS, CA | CRD 145777 |
| INFRASTRUCTURE CAPITAL ADVISORS, LLC → | RIA / FO | $3.6B | NEW YORK, NY | CRD 166459 |
| S3 CAPITAL ADVISORS LLC → | RIA / FO | $3.6B | NEW YORK, NY | CRD 322956 |
| FIRST SENTIER INVESTORS → | RIA / FO | $3.6B | BARANGAROO NSW | CRD 283670 |
| ULRICH INVESTMENT CONSULTANTS → | RIA / FO | $3.6B | ALBUQUERQUE, NM | CRD 159499 |
| PALLADIUM EQUITY PARTNERS ADVISOR, LLC → | RIA / FO | $3.6B | NEW YORK, NY | CRD 159061 |
| AXAR CAPITAL MANAGEMENT LP → | RIA / FO | $3.6B | NEW YORK, NY | CRD 217520 |
| CM WEALTH ADVISORS LLC → | RIA / FO | $3.6B | BEACHWOOD, OH | CRD 119467 |
| SAX WEALTH ADVISORS, LLC → | RIA / FO | $3.6B | PARSIPPANY, NJ | CRD 119193 |
| REGAN CAPITAL → | RIA / FO | $3.6B | DALLAS, TX | CRD 158294 |
| RETIREMENT PLANNERS OF AMERICA → | RIA / FO | $3.6B | PLANO, TX | CRD 157222 |
| THE BURNEY COMPANY → | RIA / FO | $3.6B | RESTON, VA | CRD 106945 |
| COURIER CAPITAL, LLC → | RIA / FO | $3.6B | BUFFALO, NY | CRD 282485 |
| OHA PRIVATE CREDIT ADVISORS LLC → | RIA / FO | $3.6B | NEW YORK, NY | CRD 319664 |
| CAMBRIA INVESTMENT MANAGEMENT, L.P. → | RIA / FO | $3.6B | MANHATTAN BEACH, CA | CRD 141600 |
| VENTURI PRIVATE WEALTH → | RIA / FO | $3.6B | AUSTIN, TX | CRD 169576 |
| SIGFIG WEALTH MANAGEMENT LLC → | RIA / FO | $3.6B | SAN FRANCISCO, CA | CRD 158823 |
| ABACUS WEALTH PARTNERS → | RIA / FO | $3.6B | SANTA MONICA, CA | CRD 128590 |
| CALYDON CAPITAL, LLC → | RIA / FO | $3.6B | MEMPHIS, TN | CRD 285485 |
| MARBLE BAR ASSET MANAGEMENT LLP → | RIA / FO | $3.6B | LONDON | CRD 160882 |
| MPM BIOIMPACT → | RIA / FO | $3.6B | BOSTON, MA | CRD 148467 |
| ELEPHANT → | RIA / FO | $3.6B | BOSTON, MA | CRD 282189 |
| APOLLO MANAGER, LLC → | RIA / FO | $3.6B | NEW YORK, NY | CRD 327828 |
| CRESSEY & COMPANY LP → | RIA / FO | $3.6B | CHICAGO, IL | CRD 155606 |
| PNC REAL ESTATE → | RIA / FO | $3.6B | LOUISVILLE, KY | CRD 172753 |
| STEELE CAPITAL MANAGEMENT, INC. → | RIA / FO | $3.5B | DUBUQUE, IA | CRD 107097 |
| QUAD-C MANAGEMENT, INC. → | RIA / FO | $3.5B | CHARLOTTESVILLE, VA | CRD 161395 |
| FIL INVESTMENT ADVISORS (UK) LTD. → | RIA / FO | $3.5B | TADWORTH, SURREY | CRD 110970 |
| ETERNA GROWTH PARTNERS → | RIA / FO | $3.5B | BOSTON, MA | CRD 339223 |
| LIBERTY STRATEGIC CAPITAL → | RIA / FO | $3.5B | WASHINGTON, DC | CRD 314378 |
| SIT INVESTMENT ASSOCIATES, INC → | RIA / FO | $3.5B | MINNEAPOLIS, MN | CRD 105725 |
| RETIREMENT PLAN ADVISORS, LLC → | RIA / FO | $3.5B | CHICAGO, IL | CRD 122758 |
| SYCAMORE TREE CAPITAL PARTNERS, L.P. → | RIA / FO | $3.5B | DALLAS, TX | CRD 311555 |
| ONEASCENT FINANCIAL SERVICES LLC → | RIA / FO | $3.5B | BIRMINGHAM, AL | CRD 284549 |
| BURKEHILL GLOBAL MANAGEMENT, LP → | RIA / FO | $3.5B | NEW YORK, NY | CRD 316398 |
| VISIONARY WEALTH ADVISORS, LLC → | RIA / FO | $3.5B | ST. LOUIS, MO | CRD 169610 |
| MILL POINT CAPITAL LLC → | RIA / FO | $3.5B | NEW YORK, NY | CRD 290266 |
| BREAKWALL INVESTMENT ADVISOR LLC → | RIA / FO | $3.5B | PORT WASHINGTON, NY | CRD 328990 |
| PATHLIGHT CAPITAL → | RIA / FO | $3.5B | BOSTON, MA | CRD 291106 |
| GREENWICH WEALTH MANAGEMENT, LLC → | RIA / FO | $3.5B | GREENWICH, CT | CRD 142820 |
| DEER PARK ROAD MANAGEMENT COMPANY, LP → | RIA / FO | $3.5B | STEAMBOAT SPRINGS, CO | CRD 140370 |
| BRYN MAWR TRUST ADVISORS, LLC → | RIA / FO | $3.5B | PHILADELPHIA, PA | CRD 285359 |
| BENTALLGREENOAK STRATEGIC CAPITAL PARTNERS → | RIA / FO | $3.5B | NEW YORK, NY | CRD 137813 |
| EQUITY INVESTMENT CORP → | RIA / FO | $3.5B | ATLANTA, GA | CRD 283930 |
| ANDROS CAPITAL PARTNERS LLC → | RIA / FO | $3.5B | HOUSTON, TX | CRD 310641 |
| STELLUS CAPITAL MANAGEMENT, LLC → | RIA / FO | $3.5B | HOUSTON, TX | CRD 160115 |
| FOUNDRY GROUP, LLC → | RIA / FO | $3.5B | BOULDER, CO | CRD 159541 |
| GLOBAL FOREST PARTNERS LP → | RIA / FO | $3.5B | LEBANON, NH | CRD 127064 |
| VALLEY FORGE INVESTMENT CONSULTANTS, INC. → | RIA / FO | $3.5B | AUDUBON, PA | CRD 123898 |
| ADVISOR RESOURCE COUNCIL → | RIA / FO | $3.5B | DALLAS, TX | CRD 164109 |
| SYSTEMATIC ALPHA INVESTMENTS, LLC → | RIA / FO | $3.5B | PRINCETON, NJ | CRD 297693 |
| 1607 CAPITAL PARTNERS, LLC → | RIA / FO | $3.5B | RICHMOND, VA | CRD 144758 |