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 3101–3200 (page 32 of 363)
| Entity | Type | AUM | Location | Anchor |
|---|---|---|---|---|
| DIVISADERO STREET CAPITAL MANAGEMENT, LP → | RIA / FO | $2.6B | MIAMI, FL | CRD 317392 |
| LCG ASSOCIATES, INC. → | RIA / FO | $2.6B | ATLANTA, GA | CRD 105971 |
| BEDFORD RIDGE CAPITAL → | RIA / FO | $2.6B | NEW YORK, NY | CRD 310102 |
| LL FUNDS → | RIA / FO | $2.6B | PHILADELPHIA, PA | CRD 161552 |
| MOTLEY FOOL ASSET MANAGEMENT → | RIA / FO | $2.6B | ALEXANDRIA, VA | CRD 149688 |
| TRADITION WEALTH MANAGEMENT LLC → | RIA / FO | $2.6B | EDINA, MN | CRD 128314 |
| SORA INVESTORS → | RIA / FO | $2.6B | BRYN MAWR, PA | CRD 317257 |
| TRAJAN WEALTH, L.L.C. → | RIA / FO | $2.6B | SCOTTSDALE, AZ | CRD 158847 |
| CHECCHI CAPITAL ADVISERS, LLC → | RIA / FO | $2.6B | BEVERLY HILLS, CA | CRD 143478 |
| WFM ASIA (BVI) LIMITED → | RIA / FO | $2.6B | HONG KONG | CRD 139173 |
| WFM ASIA (HK) LIMITED → | RIA / FO | $2.6B | HONG KONG | CRD 139184 |
| S2G INVESTMENTS, LLC → | RIA / FO | $2.6B | CHICAGO, IL | CRD 330022 |
| WESTERN ASSET MANAGEMENT COMPANY LTD → | RIA / FO | $2.6B | CHIYODA-KU, TOKYO | CRD 143388 |
| EDISON PARTNERS MANAGEMENT, LLC → | RIA / FO | $2.6B | NASHVILLE, TN | CRD 310951 |
| TYREE & D'ANGELO PARTNERS MANAGEMENT LP → | RIA / FO | $2.6B | CHICAGO, IL | CRD 298088 |
| PEGASUS TECH VENTURES, INC. → | RIA / FO | $2.6B | SAN JOSE, CA | CRD 164588 |
| THE CATALYST CAPITAL GROUP INC. → | RIA / FO | $2.6B | TORONTO | CRD 155299 |
| DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL, INC. → | RIA / FO | $2.6B | BLOOMFIELD HILLS, MI | CRD 121560 |
| MAPLE CAPITAL MANAGEMENT, INC. → | RIA / FO | $2.6B | MONTPELIER, VT | CRD 130209 |
| NORTH HUDSON RESOURCE PARTNERS LP → | RIA / FO | $2.6B | HOUSTON, TX | CRD 297155 |
| ICON WEALTH PARTNERS → | RIA / FO | $2.6B | HOUSTON, TX | CRD 319609 |
| ZMC ADVISORS, L.P. → | RIA / FO | $2.6B | NEW YORK, NY | CRD 161274 |
| RENOVUS ASSOCIATES, LLC → | RIA / FO | $2.6B | WAYNE, PA | CRD 314528 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC → | RIA / FO | $2.6B | ORLANDO, FL | CRD 144426 |
| BRACKET CAPITAL → | RIA / FO | $2.6B | WEST HOLLYWOOD, CA | CRD 291692 |
| ATLANTIC CAPITAL STRATEGIES, INC. → | RIA / FO | $2.6B | – | CRD 146725 |
| BRIDGEWATER ADVISORS INC. → | RIA / FO | $2.6B | NEW YORK, NY | CRD 109826 |
| VESTAR CAPITAL PARTNERS, LLC → | RIA / FO | $2.6B | NEW YORK, NY | CRD 155953 |
| BREVET CAPITAL MANAGEMENT, LLC → | RIA / FO | $2.6B | NEW YORK, NY | CRD 151672 |
| ARTHUR VENTURES → | RIA / FO | $2.6B | MINNEAPOLIS, MN | CRD 326592 |
| HOWARD CAPITAL MANAGEMENT GROUP, LLC → | RIA / FO | $2.6B | LOS ANGELES, CA | CRD 310510 |
| DUNES POINT CAPITAL, L.P. → | RIA / FO | $2.6B | RYE, NY | CRD 172538 |
| RATIONAL ADVISORS, INC. → | RIA / FO | $2.6B | SAN JUAN, PR | CRD 111452 |
| BASSO CAPITAL MANAGEMENT, L.P. → | RIA / FO | $2.6B | STAMFORD, CT | CRD 132311 |
| KENSINGTON ASSET MANAGEMENT, LLC → | RIA / FO | $2.6B | AUSTIN, TX | CRD 309780 |
| COMPASS CAPITAL MANAGEMENT INC → | RIA / FO | $2.6B | MINNEAPOLIS, MN | CRD 107823 |
| GLASSMAN WEALTH SERVICES, LLC → | RIA / FO | $2.6B | VIENNA, VA | CRD 151478 |
| MAS ADVISORS LLC → | RIA / FO | $2.6B | CORAL GABLES, FL | CRD 165906 |
| ASPECT CAPITAL LIMITED → | RIA / FO | $2.6B | LONDON | CRD 127600 |
| COOKSON PEIRCE WEALTH MANAGEMENT → | RIA / FO | $2.6B | PITTSBURGH, PA | CRD 110729 |
| SSI INVESTMENT MANAGEMENT LLC → | RIA / FO | $2.6B | LOS ANGELES, CA | CRD 104889 |
| AVENTAIL CAPITAL GROUP, LP → | RIA / FO | $2.6B | NEW YORK, NY | CRD 306333 |
| ROW ASSET MANAGEMENT, LLC → | RIA / FO | $2.5B | NEWPORT BEACH, CA | CRD 168336 |
| CHICKASAW CAPITAL MANAGEMENT, LLC → | RIA / FO | $2.5B | MEMPHIS, TN | CRD 127398 |
| RV CAPITAL MANAGEMENT PRIVATE LTD → | RIA / FO | $2.5B | SINGAPORE | CRD 171385 |
| CREATIVEONE SECURITIES, LLC → | RIA / FO | $2.5B | OVERLAND PARK, KS | CRD 152974 |
| PHASE 3 CAPITAL MANAGEMENT LLC → | RIA / FO | $2.5B | BOCA RATON, FL | CRD 294408 |
| BLACKSTONE IRELAND FUND MANAGEMENT LIMITED → | RIA / FO | $2.5B | DUBLIN 2 | CRD 292144 |
| VALIDUS CAPITAL LLC → | RIA / FO | $2.5B | EL SEGUNDO, CA | CRD 319212 |
| COMMERCE INVESTMENT ADVISORS, INC. → | RIA / FO | $2.5B | KANSAS CITY, MO | CRD 104705 |
| STRATEGIC BLUEPRINT, LLC → | RIA / FO | $2.5B | ATLANTA, GA | CRD 284840 |
| MACKENZIE INVESTMENTS ASIA LIMITED → | RIA / FO | $2.5B | HONG KONG | CRD 285521 |
| DISCERENE GROUP LP → | RIA / FO | $2.5B | STAMFORD, CT | CRD 154396 |
| CINCINNATI ASSET MANAGEMENT INC → | RIA / FO | $2.5B | CINCINNATI, OH | CRD 104946 |
| REVISOR WEALTH MANAGEMENT LLC → | RIA / FO | $2.5B | AKRON, OH | CRD 169814 |
| LOCORR FUND MANAGEMENT, LLC → | RIA / FO | $2.5B | EXCELSIOR, MN | CRD 156247 |
| CKW FINANCIAL GROUP, LLC → | RIA / FO | $2.5B | HONOLULU, HI | CRD 152116 |
| THE FIDUCIARY ALLIANCE → | RIA / FO | $2.5B | GREENVILLE, SC | CRD 284924 |
| ICON INFRASTRUCTURE NORTH AMERICA INC. → | RIA / FO | $2.5B | NEW YORK, NY | CRD 306800 |
| CONSTELLATION WEALTH CAPITAL → | RIA / FO | $2.5B | CHICAGO, IL | CRD 326917 |
| PRIVATE WEALTH ASSET MANAGEMENT → | RIA / FO | $2.5B | OMAHA, NE | CRD 315819 |
| STONEBRIDGE CAPITAL ADVISORS LLC → | RIA / FO | $2.5B | ST. PAUL, MN | CRD 111447 |
| TWINBEECH CAPITAL LP → | RIA / FO | $2.5B | PURCHASE, NY | CRD 298583 |
| AMULET CAPITAL PARTNERS, L.P. → | RIA / FO | $2.5B | GREENWICH, CT | CRD 172012 |
| ARCUS CAPITAL PARTNERS, LLC → | RIA / FO | $2.5B | ATLANTA, GA | CRD 147346 |
| ATHYRIUM CAPITAL MANAGEMENT LP → | RIA / FO | $2.5B | NEW YORK, NY | CRD 161528 |
| STEELHEAD PARTNERS, LLC → | RIA / FO | $2.5B | SEATTLE, WA | CRD 116569 |
| NEW AGE ALPHA → | RIA / FO | $2.5B | RYE, NY | CRD 299011 |
| NO STREET GP LP → | RIA / FO | $2.5B | SAN FRANCISCO, CA | CRD 299240 |
| SARATOGA RESEARCH & INVESTMENT MANAGEMENT → | RIA / FO | $2.5B | SARATOGA, CA | CRD 110506 |
| WILLOWRIDGE PARTNERS, INC. → | RIA / FO | $2.5B | NEW YORK, NY | CRD 157116 |
| RKL PRIVATE WEALTH → | RIA / FO | $2.5B | LANCASTER, PA | CRD 122693 |
| MAIN STREET FINANCIAL SOLUTIONS, LLC → | RIA / FO | $2.5B | NEWTOWN, PA | CRD 305834 |
| HILLTOP SECURITIES INC. → | RIA / FO | $2.5B | DALLAS, TX | CRD 6220 |
| THE ELECTRUM GROUP LLC → | RIA / FO | $2.5B | NEW YORK, NY | CRD 161407 |
| OWL VENTURES → | RIA / FO | $2.5B | SAN FRANCISCO, CA | CRD 172513 |
| KEYSTONE NATIONAL GROUP, LLC → | RIA / FO | $2.5B | SALT LAKE CITY, UT | CRD 142885 |
| AZORA CAPITAL LP → | RIA / FO | $2.5B | MIAMI, FL | CRD 287621 |
| PATIENT CAPITAL MANAGEMENT, LLC → | RIA / FO | $2.5B | BALTIMORE, MD | CRD 307336 |
| NORTH STAR INVESTMENT MANAGEMENT CORPORATION → | RIA / FO | $2.5B | CHICAGO, IL | CRD 117681 |
| SERVE CAPITAL PARTNERS → | RIA / FO | $2.5B | AUSTIN, TX | CRD 284027 |
| METALMARK MANAGEMENT II LLC → | RIA / FO | $2.5B | NEW YORK, NY | CRD 132008 |
| FRONTIER INVESTMENT MANAGEMENT PARTNERS LTD. → | RIA / FO | $2.5B | DUBAI | CRD 282586 |
| PERENNIAL FINANCIAL SERVICES → | RIA / FO | $2.5B | LOS ANGELES, CA | CRD 286477 |
| ALPHASTAR CAPITAL MANAGEMENT → | RIA / FO | $2.5B | CORNELIUS, NC | CRD 157423 |
| FAIRVIEW CAPITAL PARTNERS, LLC → | RIA / FO | $2.5B | WEST HARTFORD, CT | CRD 161258 |
| HAUN VENTURES MANAGEMENT LP → | RIA / FO | $2.5B | MENLO PARK, CA | CRD 318409 |
| BANKERS LIFE ADVISORY SERVICES, INC. → | RIA / FO | $2.5B | CHICAGO, IL | CRD 281285 |
| WHISTLER CAPITAL PARTNERS LLC → | RIA / FO | $2.5B | NASHVILLE, TN | CRD 316528 |
| SILVER HILL ENERGY PARTNERS, LP → | RIA / FO | $2.5B | DALLAS, TX | CRD 307537 |
| CORNERSTONE WEALTH → | RIA / FO | $2.5B | HUNTERSVILLE, NC | CRD 289971 |
| CONCURRENT ASSET MANAGEMENT, LLC → | RIA / FO | $2.5B | TAMPA, FL | CRD 330657 |
| TZP MANAGEMENT ASSOCIATES, LLC → | RIA / FO | $2.5B | NEW YORK, NY | CRD 160907 |
| SEIZERT CAPITAL PARTNERS → | RIA / FO | $2.5B | BIRMINGHAM, MI | CRD 108954 |
| WARWICK PARTNERS → | RIA / FO | $2.5B | BRYAN, TX | CRD 105951 |
| REDWOOD INVESTMENT MANAGEMENT, LLC. → | RIA / FO | $2.5B | SCOTTSDALE, AZ | CRD 153139 |
| LVW ADVISORS, LLC → | RIA / FO | $2.5B | PITTSFORD, NY | CRD 159403 |
| REINHART PARTNERS, LLC → | RIA / FO | $2.5B | MEQUON, WI | CRD 106432 |
| OWL CREEK ASSET MANAGEMENT, L.P. → | RIA / FO | $2.5B | NEW YORK, NY | CRD 139371 |
| KEPOS CAPITAL LP → | RIA / FO | $2.5B | NEW YORK, NY | CRD 156361 |