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 3201–3300 (page 33 of 236)
| Entity | Type | AUM | Location | Anchor |
|---|---|---|---|---|
| C-III INVESTMENT MANAGEMENT LLC → | RIA / FO | $2.5B | NEW YORK, NY | CRD 156553 |
| SVERICA CAPITAL MANAGEMENT → | RIA / FO | $2.5B | BOSTON, MA | CRD 156956 |
| ALIGN VENTURES → | RIA / FO | $2.5B | – | CRD 323154 |
| OXBOW ADVISORS, LLC → | RIA / FO | $2.5B | AUSTIN, TX | CRD 156393 |
| INCENTIVE AS → | RIA / FO | $2.5B | OSLO | CRD 174704 |
| EVERHART ADVISORS → | RIA / FO | $2.5B | DUBLIN, OH | CRD 107091 |
| SHUFRO, ROSE & CO., LLC → | RIA / FO | $2.5B | NEW YORK, NY | CRD 3403 |
| FIDUCIARY FIRST → | RIA / FO | $2.5B | MAITLAND, FL | CRD 150330 |
| TIFF INVESTMENT MANAGEMENT → | RIA / FO | $2.5B | RADNOR, PA | CRD 156308 |
| MARTIS CAPITAL MANAGEMENT, LLC → | RIA / FO | $2.5B | WASHINGTON, DC | CRD 296437 |
| MCINROY & WOOD LIMITED → | RIA / FO | $2.5B | HADDINGTON, EAST LOTHIAN | CRD 316199 |
| FORGE GLOBAL ADVISORS LLC → | RIA / FO | $2.5B | SAN FRANCISCO, CA | CRD 284722 |
| S & CO., INC. → | RIA / FO | $2.5B | BOSTON, MA | CRD 110026 |
| UNIGESTION (US) LTD → | RIA / FO | $2.5B | NEW YORK, NY | CRD 305038 |
| URBAN INVESTMENT ADVISORS → | RIA / FO | $2.5B | LARKSPUR, CA | CRD 222524 |
| ANALOG CENTURY MANAGEMENT LP → | RIA / FO | $2.5B | NEW YORK, NY | CRD 298760 |
| RZH ADVISORS LLC → | RIA / FO | $2.4B | STAMFORD, CT | CRD 125696 |
| SILVER OAK SECURITIES, INC. → | RIA / FO | $2.4B | JACKSON, TN | CRD 46947 |
| CAS INVESTMENT PARTNERS, LLC → | RIA / FO | $2.4B | WESTPORT, CT | CRD 170071 |
| JAFFE TILCHIN INVESTMENT PARTNERS, LLC → | RIA / FO | $2.4B | TAMPA, FL | CRD 143608 |
| RETIREMENT RESOURCES INVESTMENT CORPORATION → | RIA / FO | $2.4B | ANDOVER, MA | CRD 47723 |
| MICHAUD CAPITAL MANAGEMENT LLC → | RIA / FO | $2.4B | DENVER, CO | CRD 159828 |
| BLUEARC CAPITAL MANAGEMENT → | RIA / FO | $2.4B | ATLANTA, GA | CRD 167233 |
| MEDALIST PARTNERS LP → | RIA / FO | $2.4B | NEW YORK, NY | CRD 292747 |
| DOMINI IMPACT INVESTMENTS LLC → | RIA / FO | $2.4B | NEW YORK, NY | CRD 109505 |
| BALANCE POINT CAPITAL ADVISORS, LLC → | RIA / FO | $2.4B | WESTPORT, CT | CRD 264789 |
| INFRARED CAPITAL PARTNERS (US) LLC → | RIA / FO | $2.4B | NEW YORK, NY | CRD 310401 |
| LONGITUDE CAPITAL MANAGEMENT CO., LLC → | RIA / FO | $2.4B | MENLO PARK, CA | CRD 161916 |
| CRAYHILL CAPITAL MANAGEMENT LP → | RIA / FO | $2.4B | NEW YORK, NY | CRD 281154 |
| GRYPHON FINANCIAL PARTNERS → | RIA / FO | $2.4B | COLUMBUS, OH | CRD 288210 |
| GUYASUTA INVESTMENT ADVISORS, INCORPORATED → | RIA / FO | $2.4B | PITTSBURGH, PA | CRD 108400 |
| 683 CAPITAL MANAGEMENT, LLC → | RIA / FO | $2.4B | NEW YORK, NY | CRD 156181 |
| LONG FOCUS CAPITAL MANAGEMENT LLC → | RIA / FO | $2.4B | SAN JUAN, PR | CRD 322024 |
| SR ONE CAPITAL MANAGEMENT, LP → | RIA / FO | $2.4B | REDWOOD CITY, CA | CRD 306361 |
| PRODIGY ASSET MANAGEMENT LLC → | RIA / FO | $2.4B | OMAHA, NE | CRD 106457 |
| HOWE AND RUSLING, INC. → | RIA / FO | $2.4B | ROCHESTER, NY | CRD 104627 |
| BLACKROCK ASSET MANAGEMENT SCHWEIZ AG → | RIA / FO | $2.4B | ZURICH | CRD 161987 |
| PERMIAN → | RIA / FO | $2.4B | DALLAS, TX | CRD 156893 |
| 3650 REIT INVESTMENT MANAGEMENT LLC → | RIA / FO | $2.4B | MIAMI, FL | CRD 286013 |
| BLEICHROEDER LP → | RIA / FO | $2.4B | NEW YORK, NY | CRD 304295 |
| NICHOLS & PRATT ADVISERS LLP → | RIA / FO | $2.4B | BOSTON, MA | CRD 107113 |
| COMVEST ADVISORS LLC → | RIA / FO | $2.4B | WEST PALM BEACH, FL | CRD 160753 |
| THE MILESTONE REAL ESTATE GROUP, LP → | RIA / FO | $2.4B | DALLAS, TX | CRD 161957 |
| PACELINE EQUITY PARTNERS, LLC → | RIA / FO | $2.4B | DALLAS, TX | CRD 307683 |
| ROCK SPRINGS CAPITAL → | RIA / FO | $2.4B | BALTIMORE, MD | CRD 168648 |
| REQUISITE CAPITAL MANAGEMENT LLC → | RIA / FO | $2.4B | DALLAS, TX | CRD 283107 |
| VALEAS CAPITAL PARTNERS → | RIA / FO | $2.4B | SAN FRANCISCO, CA | CRD 317369 |
| MANITOU INVESTMENT MANAGEMENT LTD. → | RIA / FO | $2.4B | TORONTO, ONTARIO | CRD 319213 |
| BOULAY WEALTH → | RIA / FO | $2.4B | EDEN PRAIRIE, MN | CRD 111334 |
| TRAYNOR CAPITAL MANAGEMENT → | RIA / FO | $2.4B | MALVERN, PA | CRD 138881 |
| DARK FOREST CAPITAL MANAGEMENT LP → | RIA / FO | $2.4B | NEW YORK, NY | CRD 312519 |
| WEALTH ARCHITECTS, LLC → | RIA / FO | $2.4B | MOUNTAIN VIEW, CA | CRD 135373 |
| CORECOMMODITY MANAGEMENT, LLC → | RIA / FO | $2.4B | STAMFORD, CT | CRD 135810 |
| STERLING INVESTMENT MANAGEMENT → | RIA / FO | $2.4B | WEST PALM BEACH, FL | CRD 174707 |
| SAROFIM INTERNATIONAL MANAGEMENT CO → | RIA / FO | $2.4B | HOUSTON, TX | CRD 106933 |
| MOODY, LYNN, LIEBERSON & WALKER, LLC → | RIA / FO | $2.4B | BOSTON, MA | CRD 283549 |
| SENTRY ADVISORS, LLC → | RIA / FO | $2.4B | SAN FRANCISCO, CA | CRD 174042 |
| ALIGN CAPITAL PARTNERS, LP → | RIA / FO | $2.4B | SHAKER HEIGHTS, OH | CRD 284487 |
| OXFORD FINANCE ADVISORS, LLC → | RIA / FO | $2.4B | ALEXANDRIA, VA | CRD 304433 |
| FOREST AVENUE CAPITAL MANAGEMENT LP → | RIA / FO | $2.4B | MIAMI, FL | CRD 321948 |
| KYNAM CAPITAL MANAGEMENT, LP → | RIA / FO | $2.4B | – | CRD 314368 |
| SANDHILL INVESTMENT MANAGEMENT → | RIA / FO | $2.4B | BUFFALO, NY | CRD 129800 |
| EFS ADVISORS → | RIA / FO | $2.4B | CAMBRIDGE, MN | CRD 115211 |
| PHOENIX ASSET MANAGEMENT PARTNERS LIMITED → | RIA / FO | $2.4B | LONDON | CRD 284936 |
| IRENIC CAPITAL MANAGEMENT LP → | RIA / FO | $2.4B | NEW YORK, NY | CRD 319645 |
| ALATUS CAPITAL LLC → | RIA / FO | $2.4B | GENEVA | CRD 281625 |
| STONEBRIDGE FINANCIAL GROUP, LLC → | RIA / FO | $2.4B | ST. LOUIS, MO | CRD 337972 |
| HEARD CAPITAL LLC → | RIA / FO | $2.4B | CHICAGO, IL | CRD 297176 |
| FBB CAPITAL PARTNERS → | RIA / FO | $2.4B | BETHESDA, MD | CRD 108967 |
| CAPITAL INVESTMENT ADVISORY SERVICES, LLC → | RIA / FO | $2.4B | RALEIGH, NC | CRD 149124 |
| RAM ACTIVE INVESTMENTS S.A. → | RIA / FO | $2.4B | GENEVA | CRD 226589 |
| WASHINGTON TRUST ADVISORS → | RIA / FO | $2.4B | WELLESLEY, MA | CRD 110407 |
| NEWSQUARE CAPITAL, LLC → | RIA / FO | $2.4B | NEWTOWN SQUARE, PA | CRD 152430 |
| NORDFLINT CAPITAL PARTNERS → | RIA / FO | $2.4B | COPENHAGEN | CRD 310492 |
| TSCHETTER GROUP → | RIA / FO | $2.4B | BELLEVUE, WA | CRD 301548 |
| DIGITAL ALPHA ADVISORS, LLC → | RIA / FO | $2.4B | HENDERSON, NV | CRD 286351 |
| GF INTERNATIONAL → | RIA / FO | $2.4B | HONG KONG | CRD 170990 |
| PRELUDE CAPITAL MANAGEMENT, LLC → | RIA / FO | $2.4B | NEW YORK, NY | CRD 158105 |
| RATSON ADVISORY LLC → | RIA / FO | $2.4B | NEW YORK, NY | CRD 330091 |
| SWAN GLOBAL INVESTMENTS, LLC → | RIA / FO | $2.4B | DURANGO, CO | CRD 114669 |
| SWAN GLOBAL MANAGEMENT → | RIA / FO | $2.4B | HUMACAO, PR | CRD 173621 |
| ONE RIVER ASSET MANAGEMENT, LLC → | RIA / FO | $2.4B | STAMFORD, CT | CRD 167835 |
| PARSONS CAPITAL MANAGEMENT INC → | RIA / FO | $2.4B | PROVIDENCE, RI | CRD 106295 |
| CASTLE ROCK ADVISORS LLC → | RIA / FO | $2.4B | BOSTON, MA | CRD 331429 |
| MUDITA MANAGEMENT → | RIA / FO | $2.4B | LONDON | CRD 315593 |
| PARADIGM CAPITAL MANAGEMENT, INC. → | RIA / FO | $2.4B | ALBANY, NY | CRD 107982 |
| YELLOW WOOD PARTNERS → | RIA / FO | $2.4B | BOSTON, MA | CRD 161062 |
| SIMMONS L E & ASSOCIATES INC → | RIA / FO | $2.4B | HOUSTON, TX | CRD 107599 |
| WADDELL & ASSOCIATES, LLC → | RIA / FO | $2.4B | MEMPHIS, TN | CRD 283723 |
| STRIVE ASSET MANAGEMENT → | RIA / FO | $2.4B | DALLAS, TX | CRD 322039 |
| ANCHOR CAPITAL ADVISORS LLC → | RIA / FO | $2.4B | BOSTON, MA | CRD 105540 |
| SMITH MOORE & CO. → | RIA / FO | $2.4B | CLAYTON, MO | CRD 3441 |
| CHECK CAPITAL MANAGEMENT INC → | RIA / FO | $2.4B | COSTA MESA, CA | CRD 107058 |
| COMMODORE CAPITAL → | RIA / FO | $2.4B | NEW YORK, NY | CRD 304370 |
| CENDANA CAPITAL → | RIA / FO | $2.4B | SAN FRANCISCO, CA | CRD 165555 |
| EOC PARTNERS ADVISORS L.P. → | RIA / FO | $2.4B | HOUSTON, TX | CRD 321653 |
| WHITMAN/PETERSON, LLC → | RIA / FO | $2.4B | WESTLAKE VILLAGE, CA | CRD 296087 |
| GRANAHAN INVESTMENT MANAGEMENT LLC → | RIA / FO | $2.4B | WALTHAM, MA | CRD 107745 |
| DUNDAS GLOBAL INVESTORS → | RIA / FO | $2.4B | EDINBURGH | CRD 197522 |
| CARTENNA CAPITAL → | RIA / FO | $2.4B | STAMFORD, CT | CRD 307688 |