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 2901–3000 (page 30 of 363)
| Entity | Type | AUM | Location | Anchor |
|---|---|---|---|---|
| KEYWISE CAPITAL MANAGEMENT (HK) LIMITED → | RIA / FO | $2.9B | HONG KONG | CRD 160593 |
| DFW CAPITAL PARTNERS → | RIA / FO | $2.9B | NEW YORK, NY | CRD 157337 |
| RMR WEALTH BUILDERS, INC. → | RIA / FO | $2.9B | MONTCLAIR, NJ | CRD 169005 |
| WESTCHESTER CAPITAL MANAGEMENT, LLC → | RIA / FO | $2.9B | VALHALLA, NY | CRD 155686 |
| GLADIUS CAPITAL MANAGEMENT LP → | RIA / FO | $2.9B | PARK CITY, UT | CRD 152023 |
| MAN INVESTMENT PARTNERS (US) LP → | RIA / FO | $2.9B | NEW YORK, NY | CRD 282371 |
| ELECTRIC CAPITAL PARTNERS, LLC → | RIA / FO | $2.9B | PALO ALTO, CA | CRD 296943 |
| REGAL INVESTMENT ADVISORS LLC → | RIA / FO | $2.9B | KENTWOOD, MI | CRD 125004 |
| LM ADVISORS LLC → | RIA / FO | $2.9B | SAN DIEGO, CA | CRD 153940 |
| CAPITAL COUNSEL LLC → | RIA / FO | $2.9B | NEW YORK, NY | CRD 109001 |
| CASDIN CAPITAL, LLC → | RIA / FO | $2.9B | NEW YORK, NY | CRD 169579 |
| ROCKWOOD WEALTH MANAGEMENT, LLC → | RIA / FO | $2.9B | NEW HOPE, PA | CRD 137481 |
| LEEWARD INVESTMENTS → | RIA / FO | $2.9B | BOSTON, MA | CRD 312557 |
| MELQART ASSET MANAGEMENT (UK) LTD → | RIA / FO | $2.9B | LONDON | CRD 287888 |
| CAPSTONE FINANCIAL ADVISORS INC → | RIA / FO | $2.9B | DOWNERS GROVE, IL | CRD 109341 |
| HOLLENCREST CAPITAL MANAGEMENT → | RIA / FO | $2.9B | NEWPORT BEACH, CA | CRD 46217 |
| NX1 CAPITAL LP → | RIA / FO | $2.9B | NEW YORK, NY | CRD 339026 |
| MEEDER ADVISORY SERVICES, INC. → | RIA / FO | $2.9B | DUBLIN, OH | CRD 106814 |
| TIMOTHY PARTNERS, LTD. → | RIA / FO | $2.9B | MAITLAND, FL | CRD 41835 |
| PARK WEST ASSET MANAGEMENT LLC → | RIA / FO | $2.9B | SAN FRANCISCO, CA | CRD 157660 |
| WATERS, PARKERSON & CO., LLC → | RIA / FO | $2.9B | NEW ORLEANS, LA | CRD 3711 |
| KELLOGG ASSET MANAGEMENT, LLC → | RIA / FO | $2.9B | GREEN BAY, WI | CRD 150031 |
| BLOCKCHAIN CAPITAL, LLC → | RIA / FO | $2.9B | SAN FRANCISCO, CA | CRD 283610 |
| VERIS WEALTH PARTNERS, LLC → | RIA / FO | $2.9B | OAKLAND, CA | CRD 143588 |
| PORT CAPITAL LLC → | RIA / FO | $2.9B | CHICAGO, IL | CRD 206517 |
| COOPER MCMANUS → | RIA / FO | $2.9B | IRVINE, CA | CRD 111458 |
| LEGACY KNIGHT MFO, LLC → | RIA / FO | $2.8B | DALLAS, TX | CRD 305927 |
| MASLOW WEALTH ADVISORS → | RIA / FO | $2.8B | AUSTIN, TX | CRD 107722 |
| INVESTMENT CONSULTING GROUP INC → | RIA / FO | $2.8B | DAVENPORT, IA | CRD 106967 |
| KEY FINANCIAL, INC. → | RIA / FO | $2.8B | WEST CHESTER, PA | CRD 116240 |
| STRATEGIC CAPITAL ALLOCATION GROUP, L.L.C. → | RIA / FO | $2.8B | BOSTON, MA | CRD 114922 |
| EDGEWATER SERVICES, LLC → | RIA / FO | $2.8B | CHICAGO, IL | CRD 159926 |
| WEST FINANCIAL SERVICES, INC. → | RIA / FO | $2.8B | MCLEAN, VA | CRD 137497 |
| BRICK CAPITAL MANAGEMENT INC → | RIA / FO | $2.8B | EAST LANSING, MI | CRD 107600 |
| RAITH CAPITAL PARTNERS → | RIA / FO | $2.8B | NEW YORK, NY | CRD 166815 |
| QUANTITATIVE SYSTEMATIC STRATEGIES LLC → | RIA / FO | $2.8B | ST. AUGUSTINE, FL | CRD 165895 |
| MANCHESTER CAPITAL MANAGEMENT LLC → | RIA / FO | $2.8B | MANCHESTER, VT | CRD 110003 |
| SABA LT, LP → | RIA / FO | $2.8B | NEW YORK, NY | CRD 334114 |
| ARDMORE ROAD ASSET MANAGEMENT LP → | RIA / FO | $2.8B | WESTPORT, CT | CRD 311471 |
| FRAGASSO FINANCIAL ADVISORS → | RIA / FO | $2.8B | SEWICKLEY, PA | CRD 123255 |
| EASTERLY INVESTMENT PARTNERS LLC → | RIA / FO | $2.8B | BEVERLY, MA | CRD 299607 |
| PAMPLONA CAPITAL MANAGEMENT LLC → | RIA / FO | $2.8B | NEW YORK, NY | CRD 160860 |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. → | RIA / FO | $2.8B | NEW YORK, NY | CRD 138032 |
| TREK FINANCIAL → | RIA / FO | $2.8B | SCOTTSDALE, AZ | CRD 109376 |
| MARINER INSTITUTIONAL, LLC → | RIA / FO | $2.8B | WINTER PARK, FL | CRD 111964 |
| TWO SEAS CAPITAL LP → | RIA / FO | $2.8B | RYE, NY | CRD 310191 |
| NEWMARKET INVESTMENT MANAGEMENT, LP → | RIA / FO | $2.8B | PHILADELPHIA, PA | CRD 308098 |
| PEARL DIVER CAPITAL LLP → | RIA / FO | $2.8B | LONDON | CRD 283834 |
| KAUFMAN HALL INVESTMENT MANAGEMENT → | RIA / FO | $2.8B | BRENTWOOD, TN | CRD 328876 |
| CLOUD CAPITAL ADVISORS LLC → | RIA / FO | $2.8B | WASHINGTON, DC | CRD 314113 |
| KAWA CAPITAL MANAGEMENT, INC. → | RIA / FO | $2.8B | HALLANDALE BEACH, FL | CRD 157780 |
| MAIN MANAGEMENT ETF ADVISORS, LLC → | RIA / FO | $2.8B | SAN FRANCISCO, CA | CRD 288558 |
| LUBERT-ADLER MANAGEMENT COMPANY, L.P. → | RIA / FO | $2.8B | PHILADELPHIA, PA | CRD 155201 |
| CORDOBA ADVISORY PARTNERS LLC → | RIA / FO | $2.8B | NEW YORK, NY | CRD 310199 |
| FIDELITY MANAGEMENT & RESEARCH (JAPAN) LIMITED → | RIA / FO | $2.8B | MINATO-KU, TOKYO | CRD 148239 |
| ANGELES WEALTH MANAGEMENT, LLC → | RIA / FO | $2.8B | SANTA MONICA, CA | CRD 159952 |
| L 1 GLOBAL WEALTH LLC → | RIA / FO | $2.8B | COCONUT GROVE, FL | CRD 337213 |
| MVP MANAGER LLC → | RIA / FO | $2.8B | NEW YORK, NY | CRD 282143 |
| BOWIE CAPITAL MANAGEMENT, LLC → | RIA / FO | $2.8B | RICHARDSON, TX | CRD 171023 |
| STRATEGIC FINANCIAL SERVICES → | RIA / FO | $2.8B | UTICA, NY | CRD 109677 |
| PEAKLINE PARTNERS, LLC → | RIA / FO | $2.8B | CHICAGO, IL | CRD 306449 |
| WESTERN ASSET MANAGEMENT COMPANY PTE LTD → | RIA / FO | $2.8B | SINGAPORE | CRD 142188 |
| PAUL COMSTOCK PARTNERS → | RIA / FO | $2.8B | HOUSTON, TX | CRD 105335 |
| WILLOW TREE CREDIT PARTNERS LP → | RIA / FO | $2.8B | NEW YORK, NY | CRD 287810 |
| CAPITALSPRING → | RIA / FO | $2.8B | NASHVILLE, TN | CRD 161372 |
| AVENIR MANAGEMENT COMPANY, LLC → | RIA / FO | $2.8B | NEW YORK, NY | CRD 288045 |
| ROTHSCHILD INVESTMENT → | RIA / FO | $2.8B | CHICAGO, IL | CRD 728 |
| DIVERSIFIED, LLC → | RIA / FO | $2.8B | WILMINGTON, DE | CRD 331709 |
| POINTER MANAGEMENT, LLC → | RIA / FO | $2.8B | CHATTANOOGA, TN | CRD 156810 |
| BERKSHIRE ASSET MANAGEMENT, LLC → | RIA / FO | $2.8B | WILKES-BARRE, PA | CRD 145463 |
| VETA INVESTMENT PARTNERS, LLC → | RIA / FO | $2.8B | LAWRENCE, KS | CRD 309023 |
| INVESTCORP INVESTMENT SOLUTIONS LLC → | RIA / FO | $2.8B | NEW YORK, NY | CRD 314925 |
| BLACKSTONE REAL ESTATE ADVISORS EUROPE L.P. → | RIA / FO | $2.8B | NEW YORK, NY | CRD 135952 |
| STONE HILL FIDUCIARY MANAGEMENT, LLC → | RIA / FO | $2.8B | GREAT NECK, NY | CRD 164981 |
| JOHNSON BRUNETTI → | RIA / FO | $2.8B | WETHERSFIELD, CT | CRD 171168 |
| LRI INVESTMENTS → | RIA / FO | $2.8B | PALM BEACH GARDENS, FL | CRD 323556 |
| OHANA ADVISORS → | RIA / FO | $2.8B | SAN RAFAEL, CA | CRD 158515 |
| ESI FINANCIAL ADVISORS → | RIA / FO | $2.8B | MONTPELIER, VT | CRD 265 |
| CAIN INTERNATIONAL ADVISERS LIMITED → | RIA / FO | $2.8B | LONDON | CRD 290217 |
| EXPAND FINANCIAL, LLC → | RIA / FO | $2.8B | – | CRD 152515 |
| MARINER → | RIA / FO | $2.8B | OVERLAND PARK,, KS | CRD 151664 |
| BARWICK & PARTNERS, INC. → | RIA / FO | $2.8B | – | CRD 174336 |
| STEGNER INVESTMENT ASSOCIATES INC → | RIA / FO | $2.8B | LOUISVILLE, KY | CRD 107480 |
| CORDIANT CAPITAL INC. → | RIA / FO | $2.8B | MONTREAL | CRD 172313 |
| MLC ASSET MANAGEMENT US LLC → | RIA / FO | $2.8B | NEW YORK, NY | CRD 314738 |
| ARDIAN → | RIA / FO | $2.8B | NEW YORK, NY | CRD 121326 |
| SINGERMAN REAL ESTATE MANAGEMENT COMPANY, L.P. → | RIA / FO | $2.8B | CHICAGO, IL | CRD 168331 |
| PRETIUM CREDIT MANAGEMENT, LLC → | RIA / FO | $2.8B | NEW YORK, NY | CRD 154057 |
| NEXPOINT ASSET MANAGEMENT, L.P. → | RIA / FO | $2.8B | DALLAS, TX | CRD 149653 |
| GHK CAPITAL PARTNERS LP → | RIA / FO | $2.8B | GREENWICH, CT | CRD 306914 |
| CONSONANCE CAPITAL PARTNERS, LP → | RIA / FO | $2.8B | NEW YORK, NY | CRD 167165 |
| TURTLE CREEK WEALTH ADVISORS, LLC → | RIA / FO | $2.8B | DALLAS, TX | CRD 322998 |
| HOLDCO ASSET MANAGEMENT, LP → | RIA / FO | $2.8B | FORT LAUDERDALE, FL | CRD 167054 |
| RAINE CAPITAL LLC → | RIA / FO | $2.8B | NEW YORK, NY | CRD 157939 |
| RYAN ALM ADVISERS, LLC → | RIA / FO | $2.8B | – | CRD 135781 |
| A16Z PERENNIAL MANAGEMENT, L.P. → | RIA / FO | $2.8B | MENLO PARK, CA | CRD 324429 |
| CDH INVESTMENT ADVISORY PRIVATE LIMITED → | RIA / FO | $2.8B | SINGAPORE | CRD 163756 |
| FALCONS I, LLC → | RIA / FO | $2.7B | ATLANTA, GA | CRD 294460 |
| PECONIC PARTNERS LLC → | RIA / FO | $2.7B | NEW YORK, NY | CRD 108857 |
| ARETE WEALTH ADVISORS, LLC → | RIA / FO | $2.7B | CHICAGO, IL | CRD 145488 |