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 2801–2900 (page 29 of 363)
| Entity | Type | AUM | Location | Anchor |
|---|---|---|---|---|
| Z CAPITAL GROUP, L.L.C. → | RIA / FO | $3.1B | NEW YORK, NY | CRD 159511 |
| CREWE ADVISORS → | RIA / FO | $3.1B | SALT LAKE CITY, UT | CRD 173920 |
| GAMUT CAPITAL MANAGEMENT, L.P. → | RIA / FO | $3.0B | NEW YORK, NY | CRD 281091 |
| CLARIVEST ASSET MANAGEMENT LLC → | RIA / FO | $3.0B | SAN DIEGO, CA | CRD 139785 |
| ANSON FUNDS MANAGEMENT LP → | RIA / FO | $3.0B | DALLAS, TX | CRD 125109 |
| CERTIFIED ADVISORY CORP → | RIA / FO | $3.0B | ALTAMONTE SPRINGS, FL | CRD 120990 |
| ANTHOS CAPITAL → | RIA / FO | $3.0B | SANTA MONICA, CA | CRD 165980 |
| PRP REAL ASSETS ADVISORS, LLC → | RIA / FO | $3.0B | WASHINGTON, DC | CRD 338178 |
| ABRAMS BISON INVESTMENTS, L.L.C. → | RIA / FO | $3.0B | BETHESDA, MD | CRD 137183 |
| CORNERSTONE ADVISORS, LLC → | RIA / FO | $3.0B | ASHEVILLE, NC | CRD 300891 |
| SILVANT CAPITAL MANAGEMENT LLC → | RIA / FO | $3.0B | ATLANTA, GA | CRD 146025 |
| COMPASS GROUP MANAGEMENT LLC → | RIA / FO | $3.0B | WESTPORT, CT | CRD 168422 |
| PHARMAKON ADVISORS, LP → | RIA / FO | $3.0B | NEW YORK, NY | CRD 161150 |
| JADIAN CAPITAL, LP → | RIA / FO | $3.0B | STAMFORD, CT | CRD 291946 |
| OVERLAND ADVISORS, LLC → | RIA / FO | $3.0B | NEW YORK, NY | CRD 325525 |
| OBERMEYER WEALTH PARTNERS → | RIA / FO | $3.0B | ASPEN, CO | CRD 110069 |
| PITTENGER & ANDERSON INC → | RIA / FO | $3.0B | LINCOLN, NE | CRD 111033 |
| GIBSON CAPITAL, LLC → | RIA / FO | $3.0B | WEXFORD, PA | CRD 148836 |
| PARADIGM GLOBAL INVESTORS → | RIA / FO | $3.0B | DALLAS, TX | CRD 338287 |
| CARRICK LANE LLC → | RIA / FO | $3.0B | NEW YORK, NY | CRD 309148 |
| NEW REPUBLIC PARTNERS → | RIA / FO | $3.0B | CHARLOTTE, NC | CRD 310907 |
| LANDSCAPE CAPITAL MANAGEMENT LLC → | RIA / FO | $3.0B | ENGLEWOOD, NJ | CRD 165336 |
| ADAMS DIVERSIFIED EQUITY FUND, INC. → | RIA / FO | $3.0B | BALTIMORE, MD | CRD 281263 |
| STRATEGIC GLOBAL ADVISORS, LLC → | RIA / FO | $3.0B | NEWPORT BEACH, CA | CRD 286019 |
| AEW CAPITAL MANAGEMENT LP → | RIA / FO | $3.0B | BOSTON, MA | CRD 108633 |
| GLOBALT INVESTMENTS → | RIA / FO | $3.0B | ATLANTA, GA | CRD 328039 |
| AXS INVESTMENTS LLC → | RIA / FO | $3.0B | PORT CHESTER, NY | CRD 305714 |
| SEABURY CAPITAL MANAGEMENT LLC → | RIA / FO | $3.0B | NEW YORK, NY | CRD 334999 |
| ELM WEALTH → | RIA / FO | $3.0B | PHILADELPHIA, PA | CRD 167225 |
| ALUA CAPITAL MANAGEMENT LP → | RIA / FO | $3.0B | NEW YORK, NY | CRD 310536 |
| CHESLEY, TAFT & ASSOCIATES, LLC → | RIA / FO | $3.0B | CHICAGO, IL | CRD 111578 |
| FS GLOBAL ADVISOR, LLC → | RIA / FO | $3.0B | PHILADELPHIA, PA | CRD 167620 |
| BLACKSTONE STRATEGIC ALLIANCE ADVISORS L.L.C. → | RIA / FO | $3.0B | NEW YORK, NY | CRD 142922 |
| WP GLOBAL PARTNERS LLC → | RIA / FO | $3.0B | CHICAGO, IL | CRD 135689 |
| SHARIAPORTFOLIO, INC. → | RIA / FO | $3.0B | LAKE MARY, FL | CRD 173937 |
| ARGONAUT PRIVATE CAPITAL, LP → | RIA / FO | $3.0B | TULSA, OK | CRD 283878 |
| ALLOCATE MANAGEMENT COMPANY, LLC → | RIA / FO | $3.0B | PALO ALTO, CA | CRD 316814 |
| LARCH CAPITAL PARTNERS LLC → | RIA / FO | $3.0B | MIAMI, FL | CRD 307653 |
| COLUMBIA CENT CLO ADVISERS, LLC → | RIA / FO | $3.0B | BOSTON, MA | CRD 310864 |
| TRINITY HUNT MANAGEMENT, L.P. → | RIA / FO | $3.0B | DALLAS, TX | CRD 157410 |
| VICUS CAPITAL, INC. → | RIA / FO | $3.0B | STATE COLLEGE, PA | CRD 116021 |
| NORTHWALL CAPITAL LLP → | RIA / FO | $3.0B | LONDON | CRD 298653 |
| DLD ASSET MANAGEMENT, LP → | RIA / FO | $3.0B | NEW YORK, NY | CRD 170377 |
| DELTA GLOBAL → | RIA / FO | $3.0B | NEW YORK, NY | CRD 327142 |
| ARENA INVESTORS, LP → | RIA / FO | $3.0B | NEW YORK, NY | CRD 269854 |
| BALTIMORE-WASHINGTON FINANCIAL ADVISORS → | RIA / FO | $3.0B | COLUMBIA, MD | CRD 159388 |
| MMBG INVESTMENT ADVISORS CO. → | RIA / FO | $3.0B | MIAMI, FL | CRD 285263 |
| PACIFIC AVENUE CAPITAL PARTNERS MANAGEMENT COMPANY LLC → | RIA / FO | $3.0B | MANHATTAN BEACH, CA | CRD 311351 |
| FAIRWAY WEALTH MANAGEMENT LLC → | RIA / FO | $3.0B | INDEPENDENCE, OH | CRD 311031 |
| NFJ INVESTMENT GROUP, LLC → | RIA / FO | $3.0B | DALLAS, TX | CRD 310902 |
| MONTAG → | RIA / FO | $3.0B | ATLANTA, GA | CRD 105756 |
| RETIREMENT INCOME SOLUTIONS, INC. → | RIA / FO | $3.0B | ANN ARBOR, MI | CRD 110145 |
| IMPACT PARTNERSHIP WEALTH, LLC → | RIA / FO | $3.0B | MARIETTA, GA | CRD 313928 |
| PETERSON PARTNERS → | RIA / FO | $3.0B | SALT LAKE CITY, UT | CRD 159450 |
| NUTTER INVESTMENT ADVISORS → | RIA / FO | $3.0B | BOSTON, MA | CRD 105461 |
| CQS (US), LLC → | RIA / FO | $3.0B | NEW YORK, NY | CRD 147329 |
| ACORN ADVISORY CAPITAL, L.P. → | RIA / FO | $3.0B | NEW YORK, NY | CRD 133040 |
| BROAD REACH INVESTMENT MANAGEMENT LLP → | RIA / FO | $3.0B | LONDON | CRD 285755 |
| CARDIFF PARK ADVISORS → | RIA / FO | $3.0B | – | CRD 126752 |
| SFMG WEALTH ADVISORS → | RIA / FO | $3.0B | PLANO, TX | CRD 107548 |
| RESONANT CAPITAL ADVISORS, LLC → | RIA / FO | $3.0B | MADISON, WI | CRD 298451 |
| PARCION PRIVATE WEALTH LLC → | RIA / FO | $3.0B | BELLEVUE, WA | CRD 305115 |
| COHEN & STEERS ASIA LIMITED → | RIA / FO | $2.9B | CENTRAL | CRD 135661 |
| BERGER FINANCIAL GROUP → | RIA / FO | $2.9B | PLYMOUTH, MN | CRD 308174 |
| HUDSON EDGE INVESTMENT PARTNERS, INC. → | RIA / FO | $2.9B | JERSEY CITY, NJ | CRD 104870 |
| IWC INVESTMENT PARTNERS A/S → | RIA / FO | $2.9B | COPENHAGEN | CRD 287869 |
| BIRCH HILL INVESTMENT ADVISORS LLC → | RIA / FO | $2.9B | BOSTON, MA | CRD 143750 |
| CREATIVE FINANCIAL DESIGNS, INC. → | RIA / FO | $2.9B | KOKOMO, IN | CRD 109032 |
| MANE GLOBAL CAPITAL MANAGEMENT LP → | RIA / FO | $2.9B | NEW YORK, NY | CRD 311912 |
| SJS INVESTMENT SERVICES → | RIA / FO | $2.9B | SYLVANIA, OH | CRD 107219 |
| FOSTER & MOTLEY INC → | RIA / FO | $2.9B | CINCINNATI, OH | CRD 106905 |
| ASSET DEDICATION, LLC → | RIA / FO | $2.9B | SAN FRANCISCO, CA | CRD 151988 |
| NORTHGATE CAPITAL, L.P. → | RIA / FO | $2.9B | DANVILLE, CA | CRD 140214 |
| PINEGROVE OPPORTUNITY PARTNERS, LLC → | RIA / FO | $2.9B | SAN FRANCISCO, CA | CRD 170811 |
| RAUB BROCK CAPITAL MANAGEMENT, LP → | RIA / FO | $2.9B | LARKSPUR, CA | CRD 153994 |
| GREENHOUSE FUNDS LLLP → | RIA / FO | $2.9B | BALTIMORE, MD | CRD 169840 |
| WINDSOR ADVISORY GROUP, LLC → | RIA / FO | $2.9B | COLUMBUS, OH | CRD 122266 |
| MARBLEGATE ASSET MANAGEMENT, LLC → | RIA / FO | $2.9B | GREENWICH, CT | CRD 157850 |
| CAMBIAR INVESTORS, LLC → | RIA / FO | $2.9B | DENVER, CO | CRD 115093 |
| BEDEL FINANCIAL CONSULTING INC → | RIA / FO | $2.9B | INDIANAPOLIS, IN | CRD 105653 |
| TRANSCEND CAPITAL ADVISORS, LLC → | RIA / FO | $2.9B | MADISON, NJ | CRD 299723 |
| FNY INVESTMENT ADVISERS, LLC → | RIA / FO | $2.9B | NEW YORK, NY | CRD 295433 |
| FLEXPATH STRATEGIES → | RIA / FO | $2.9B | ALISO VIEJO, CA | CRD 174306 |
| RADCLIFF MANAGEMENT LLC → | RIA / FO | $2.9B | NEW YORK, NY | CRD 287589 |
| CANYON PARTNERS REAL ESTATE LLC → | RIA / FO | $2.9B | DALLAS, TX | CRD 107880 |
| GLOBAL STRATEGIC RISK MANAGEMENT, LLC → | RIA / FO | $2.9B | PROVIDENCE, RI | CRD 327157 |
| CENTERBOOK PARTNERS LP → | RIA / FO | $2.9B | GREENWICH, CT | CRD 312387 |
| POINT OLEMA CAPITAL PARTNERS, L.P. → | RIA / FO | $2.9B | SAN FRANCISCO, CA | CRD 304303 |
| RENAISSANCE INVESTMENT MANAGEMENT → | RIA / FO | $2.9B | COVINGTON, KY | CRD 105916 |
| FARTHER ASSET MANAGEMENT, LLC → | RIA / FO | $2.9B | SAN FRANCISCO, CA | CRD 325807 |
| POLYCHAIN CAPITAL LP → | RIA / FO | $2.9B | SAN FRANCISCO, CA | CRD 285022 |
| SYLEBRA CAPITAL LLC → | RIA / FO | $2.9B | PALO ALTO, CA | CRD 316856 |
| ASSET MANAGEMENT ONE USA INC. → | RIA / FO | $2.9B | NEW YORK, NY | CRD 108982 |
| FORT POINT CAPITAL PARTNERS LLC → | RIA / FO | $2.9B | SAN FRANCISCO, CA | CRD 146759 |
| RRG CAPITAL MANAGEMENT LLC → | RIA / FO | $2.9B | LOS ANGELES, CA | CRD 291853 |
| LYNROCK LAKE LP → | RIA / FO | $2.9B | RYE BROOK, NY | CRD 292931 |
| SMITH SALLEY WEALTH MANAGEMENT → | RIA / FO | $2.9B | GREENSBORO, NC | CRD 129614 |
| HARDY REED, LLC → | RIA / FO | $2.9B | TUPELO, MS | CRD 141024 |
| CPS INVESTMENT ADVISORS → | RIA / FO | $2.9B | LAKELAND, FL | CRD 104914 |
| DESCHUTES INVESTMENT CONSULTING, LLC → | RIA / FO | $2.9B | PORTLAND, OR | CRD 155312 |