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 2601–2700 (page 27 of 236)
| Entity | Type | AUM | Location | Anchor |
|---|---|---|---|---|
| AEA ENTERPRISE PARTNERS MANAGEMENT LP → | RIA / FO | $3.5B | NEW YORK, NY | CRD 132753 |
| KATHMERE CAPITAL MANAGEMENT, LLC → | RIA / FO | $3.5B | WAYNE, PA | CRD 305118 |
| FCP → | RIA / FO | $3.5B | CHEVY CHASE, MD | CRD 161468 |
| ARBOR INVESTMENTS MANAGEMENT, LLC → | RIA / FO | $3.5B | PALM BEACH, FL | CRD 157442 |
| DOUBLELINE ALTERNATIVES LP → | RIA / FO | $3.5B | TAMPA, FL | CRD 175212 |
| MAIN POST PARTNERS → | RIA / FO | $3.5B | SAN FRANCISCO, CA | CRD 172703 |
| CLOVER CREDIT MANAGEMENT, LLC → | RIA / FO | $3.5B | NEW YORK, NY | CRD 307632 |
| PALISTAR CAPITAL LP → | RIA / FO | $3.5B | NEW YORK, NY | CRD 300897 |
| BILTMORE FAMILY OFFICE, LLC → | RIA / FO | $3.5B | CHARLOTTE, NC | CRD 167174 |
| MORTON WEALTH → | RIA / FO | $3.5B | CALABASAS, CA | CRD 141250 |
| DONALDSON CAPITAL MANAGEMENT LLC → | RIA / FO | $3.5B | EVANSVILLE, IN | CRD 106131 |
| FUNDRISE ADVISORS, LLC → | RIA / FO | $3.5B | WASHINGTON, DC | CRD 172036 |
| CARRET ASSET MANAGEMENT, LLC → | RIA / FO | $3.5B | NEW YORK, NY | CRD 131445 |
| BLUEROCK FUND ADVISOR, LLC → | RIA / FO | $3.5B | NEW YORK, NY | CRD 165015 |
| SAGE, RUTTY & CO., INC. → | RIA / FO | $3.5B | ROCHESTER, NY | CRD 3254 |
| TANGENCY CAPITAL INVESTMENT ADVISORY LTD. → | RIA / FO | $3.5B | HAMILTON | CRD 316597 |
| TANDEM INVESTMENT ADVISORS INC → | RIA / FO | $3.5B | CHARLESTON, SC | CRD 109392 |
| DIAMETER PRINCIPAL FINANCE LLC → | RIA / FO | $3.4B | NEW YORK, NY | CRD 328057 |
| WEDMONT PRIVATE CAPITAL → | RIA / FO | $3.4B | WEST CHESTER, PA | CRD 305815 |
| TRIBE CAPITAL → | RIA / FO | $3.4B | SAN MATEO, CA | CRD 304697 |
| ARVEST WEALTH MANAGEMENT → | RIA / FO | $3.4B | LOWELL, AR | CRD 42057 |
| MOORS & CABOT, INC → | RIA / FO | $3.4B | BOSTON, MA | CRD 594 |
| DRAGONFLY DIGITAL MANAGEMENT, LLC → | RIA / FO | $3.4B | SAN FRANCISCO, CA | CRD 300750 |
| BARKSDALE INVESTMENT MANAGEMENT → | RIA / FO | $3.4B | NASHVILLE, TN | CRD 105098 |
| CARRONADE CAPITAL MANAGEMENT, LP → | RIA / FO | $3.4B | DARIEN, CT | CRD 309174 |
| CEREDEX VALUE ADVISORS LLC → | RIA / FO | $3.4B | WINTER PARK, FL | CRD 146023 |
| ECOR1 CAPITAL, LLC → | RIA / FO | $3.4B | SAN FRANCISCO, CA | CRD 167121 |
| SIXTH STREET SPECIALTY LENDING ADVISERS, LLC → | RIA / FO | $3.4B | DALLAS, TX | CRD 155006 |
| FLAGSHIP HARBOR ADVISORS, LLC → | RIA / FO | $3.4B | BOSTON, MA | CRD 155733 |
| COLTER LEWIS INVESTMENT PARTNERS, LLC → | RIA / FO | $3.4B | GREENWICH, CT | CRD 297213 |
| HILL PATH CAPITAL LP → | RIA / FO | $3.4B | NEW YORK, NY | CRD 281794 |
| CAPTION MANAGEMENT, LLC → | RIA / FO | $3.4B | OKLAHOMA CITY, OK | CRD 173841 |
| LEAVELL INVESTMENT MANAGEMENT, INC. → | RIA / FO | $3.4B | MOBILE, AL | CRD 107890 |
| FRANK, RIMERMAN ADVISORS LLC → | RIA / FO | $3.4B | PALO ALTO, CA | CRD 124147 |
| LAKEWOOD CAPITAL MANAGEMENT, LP → | RIA / FO | $3.4B | NEW YORK, NY | CRD 156429 |
| SOUND SHORE MANAGEMENT INC → | RIA / FO | $3.4B | GREENWICH, CT | CRD 112379 |
| FIERA COMOX PARTNERS INC → | RIA / FO | $3.4B | MONTREAL, QUEBEC | CRD 323679 |
| NEW MOUNTAIN CREDIT CLO ADVISERS, L.L.C. → | RIA / FO | $3.4B | NEW YORK, NY | CRD 307111 |
| KNOX LANE LP → | RIA / FO | $3.4B | SAN FRANCISCO, CA | CRD 306657 |
| GAUGE CAPITAL → | RIA / FO | $3.4B | SOUTHLAKE, TX | CRD 169890 |
| INVENOMIC CAPITAL MANAGEMENT LP → | RIA / FO | $3.4B | BOSTON, MA | CRD 287617 |
| COHEN KLINGENSTEIN, LLC → | RIA / FO | $3.4B | NEW YORK, NY | CRD 148428 |
| STENHAM ASSET MANAGEMENT LIMITED → | RIA / FO | $3.4B | ST. PETER PORT | CRD 164382 |
| UPFRONT VENTURES → | RIA / FO | $3.4B | LOS ANGELES, CA | CRD 175144 |
| SEAFARER CAPITAL PARTNERS, LLC → | RIA / FO | $3.4B | LARKSPUR, CA | CRD 158671 |
| SUMERU EQUITY PARTNERS → | RIA / FO | $3.4B | SAN MATEO, CA | CRD 172955 |
| WESTFULLER ADVISORS, LLC → | RIA / FO | $3.4B | NEW YORK, NY | CRD 155054 |
| FIVE ARROWS MANAGERS NORTH AMERICA LLC → | RIA / FO | $3.4B | MANHATTAN BEACH, CA | CRD 136191 |
| BANNEKER PARTNERS LLC → | RIA / FO | $3.4B | SAN FRANCISCO, CA | CRD 296624 |
| COLONY FAMILY OFFICES, LLC → | RIA / FO | $3.4B | CHARLOTTE, NC | CRD 167017 |
| PROPRIUM CAPITAL PARTNERS, L.P. → | RIA / FO | $3.4B | STAMFORD, CT | CRD 165441 |
| NORTH STAR ASSET MANAGEMENT INC → | RIA / FO | $3.4B | NEENAH, WI | CRD 106489 |
| STOKES FAMILY OFFICE LLC → | RIA / FO | $3.4B | NEW ORLEANS, LA | CRD 300899 |
| SUMMITRY, LLC → | RIA / FO | $3.4B | FOSTER CITY, CA | CRD 128586 |
| DUCENTA SQUARED ASSET MANAGEMENT → | RIA / FO | $3.3B | EL SEGUNDO, CA | CRD 308920 |
| MARBLE CAPITAL LP → | RIA / FO | $3.3B | HOUSTON, TX | CRD 285940 |
| WARWICK CAPITAL PARTNERS (US) LP → | RIA / FO | $3.3B | STAMFORD, CT | CRD 320777 |
| NEWSPRING CAPITAL → | RIA / FO | $3.3B | RADNOR, PA | CRD 160608 |
| REGATTA LOAN MANAGEMENT LLC → | RIA / FO | $3.3B | NEW YORK, NY | CRD 226518 |
| RECOGNIZE PARTNERS LP → | RIA / FO | $3.3B | NEW YORK, NY | CRD 311156 |
| RED CEDAR INVESTMENT MANAGEMENT → | RIA / FO | $3.3B | GRAND RAPIDS, MI | CRD 170939 |
| LASALLE INVESTMENT MANAGEMENT SECURITIES → | RIA / FO | $3.3B | BALTIMORE, MD | CRD 111179 |
| MEEDER ASSET MANAGEMENT, INC. → | RIA / FO | $3.3B | DUBLIN, OH | CRD 105794 |
| VWH CAPITAL MANAGEMENT, LP → | RIA / FO | $3.3B | DALLAS, TX | CRD 289128 |
| APOLLO INVESTMENT MANAGEMENT, L.P. → | RIA / FO | $3.3B | NEW YORK, NY | CRD 130610 |
| ARIS INVESTING → | RIA / FO | $3.3B | GLENVIEW, IL | CRD 325320 |
| SOVEREIGN INVESTMENT ADVISORS LLC → | RIA / FO | $3.3B | PHOENIX, AZ | CRD 149040 |
| STRATOS INVESTMENT MANAGEMENT, LLC → | RIA / FO | $3.3B | BEACHWOOD, OH | CRD 283850 |
| SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP → | RIA / FO | $3.3B | PITTSBURGH, PA | CRD 128591 |
| SECURITY CAPITAL RESEARCH & MANAGEMENT INCORPORATED → | RIA / FO | $3.3B | CHICAGO, IL | CRD 106201 |
| CERTUITY, LLC → | RIA / FO | $3.3B | NORTH PALM BEACH, FL | CRD 129505 |
| PRAXIS INVESTMENT MANAGEMENT, INC. → | RIA / FO | $3.3B | GOSHEN, IN | CRD 105675 |
| XML FINANCIAL GROUP → | RIA / FO | $3.3B | BETHESDA, MD | CRD 284987 |
| SMASH VENTURES MANAGEMENT COMPANY LP → | RIA / FO | $3.3B | WEST HOLLYWOOD, CA | CRD 299799 |
| EMERALD ADVISERS, LLC → | RIA / FO | $3.3B | LEOLA, PA | CRD 107496 |
| GUARDIAN PARTNERS INC. → | RIA / FO | $3.3B | TORONTO, ONTARIO | CRD 324189 |
| PATRIA CAPITAL PARTNERS LLP → | RIA / FO | $3.3B | EDINBURGH | CRD 144651 |
| ATALAN CAPITAL PARTNERS, LP → | RIA / FO | $3.3B | NEW YORK, NY | CRD 226714 |
| INNOVIA WEALTH, LLC → | RIA / FO | $3.3B | GRAND RAPIDS, MI | CRD 289913 |
| KNIGHTSBRIDGE ADVISERS LLC → | RIA / FO | $3.3B | BARTLESVILLE, OK | CRD 111043 |
| FOCUSED INVESTORS LLC → | RIA / FO | $3.3B | LOS ANGELES, CA | CRD 140010 |
| FORMENTERA PARTNERS LP → | RIA / FO | $3.3B | AUSTIN, TX | CRD 311055 |
| VERGER CAPITAL MANAGEMENT → | RIA / FO | $3.3B | WINSTON-SALEM, NC | CRD 170125 |
| MUDRICK CAPITAL → | RIA / FO | $3.3B | NEW YORK, NY | CRD 161012 |
| RIDGEWOOD ENERGY CORPORATION → | RIA / FO | $3.3B | HOUSTON, TX | CRD 142136 |
| WHITETAIL ROCK CAPITAL MANAGEMENT, LLC → | RIA / FO | $3.3B | LINCOLN, NE | CRD 156675 |
| POTOMAC → | RIA / FO | $3.3B | BETHESDA, MD | CRD 105413 |
| CINVEN, INC. → | RIA / FO | $3.3B | NEW YORK, NY | CRD 323534 |
| DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP → | RIA / FO | $3.3B | GREENBRAE, CA | CRD 311926 |
| GLASFUNDS, LLC → | RIA / FO | $3.3B | CLEVELAND, OH | CRD 150884 |
| NORTHEAST INVESTMENT MANAGEMENT INC → | RIA / FO | $3.3B | BOSTON, MA | CRD 105051 |
| TREMBLANT ADVISORS LP → | RIA / FO | $3.3B | WEST PALM BEACH, FL | CRD 330605 |
| BASEPOINT ADVISORS LLC → | RIA / FO | $3.3B | NEW YORK, NY | CRD 316715 |
| FALCON INVESTMENT ADVISORS, LLC → | RIA / FO | $3.3B | BOSTON, MA | CRD 161548 |
| AVANTYR CAPITAL PARTNERS, LP → | RIA / FO | $3.3B | NEW YORK, NY | CRD 337895 |
| RUBINBROWN ADVISORS LLC → | RIA / FO | $3.3B | ST. LOUIS, MO | CRD 116909 |
| YORK CAPITAL MANAGEMENT → | RIA / FO | $3.3B | NEW YORK, NY | CRD 140336 |
| PFG ADVISORS → | RIA / FO | $3.3B | PHOENIX, AZ | CRD 173344 |
| SBB RESEARCH GROUP LLC → | RIA / FO | $3.3B | NORTHBROOK, IL | CRD 161109 |
| GATES CAPITAL MANAGEMENT, INC. → | RIA / FO | $3.3B | NEW YORK, NY | CRD 137842 |