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.

Type:AllRIAs / family offices13F managersIssuersAUM ≥:Any$1B$10B$100B

36,242 matches · showing 3440134500 (page 345 of 363)

EntityTypeAUMLocationAnchor
TR-0527 Fund II, a series of MV Funds, LPIssuerCIK 2138644
Trace Holdings II LPIssuerCIK 2139283
Trace Wealth Advisors, LLC13F managerCIK 2055838
Tracey Millicent C.13F managerCIK 0001876557
Traction Financial Partners, LLC13F managerCIK 2007748
Tracy John J13F managerCIK 0001376806
TradeLink Capital LLC13F managerCIK 1642044
Trademark Financial Management, LLC13F managerCIK 2011736
TRADEMARK PROPERTY COMPANYRIA / FOFORT WORTH, TXCRD 281897
TradeWell Securities, LLC.13F managerCIK 2066232
Tradewinds Capital Management, LLC13F managerCIK 1616026
Tradewinds, LLC.13F managerCIK 1932342
TRADING CENTRALRIA / FOPARISCRD 141855
Tradition Wealth Management, LLC13F managerCIK 1843010
TRAFALGAR CAPITAL MANAGEMENT (HK) LIMITEDRIA / FOHONG KONGCRD 163587
TRAFALGAR COPLEY LIMITEDRIA / FOAUCKLANDCRD 163627
Trager Kusman Andrew13F managerCIK 0001770870
TRAIL MIX VENTURES, LPRIA / FOCRD 309090
Trail Ridge Investment Advisors, LLC13F managerCIK 1911013
TRAIL TETHER, INC.IssuerCIK 2141426
TRAILHEAD CAPITALRIA / FODENVER, COCRD 315272
Trailhead Planners LLC13F managerCIK 2109534
Trails Edge Capital Partners, LP13F managerCIK 2077247
trainedB.ai Inc.IssuerCIK 2140008
Trajan Wealth LLC13F managerCIK 1934415
TRAN CAPITAL MANAGEMENT, L.P.13F managerCIK 1009262
TRAN KHANH T13F managerCIK 0001164774
Tranquility Partners, LLC13F managerCIK 1783773
Tranquilli Financial Advisor LLC13F managerCIK 1847769
Trans-Canada Capital Inc.13F managerCIK 1896476
Transamerica Financial Advisors, LLC13F managerCIK 1502149
TRANSASIA PRIVATE CAPITALRIA / FOCENTRALCRD 306916
TRANSATLANTIC HIGHWAY VENTURES, LLCRIA / FOCRD 340143
Transce3nd, LLC13F managerCIK 2023570
TRANSCEND CAPITAL ADVISORS, LLC13F managerCIK 1776082
TRANSCEND MANAGEMENT, LLCRIA / FOSAN FRANCISCO, CACRD 308595
Transcendent Capital Group LLC13F managerCIK 2013703
TRANSCONTINENTAL REALTY INVESTORS INC13F managerCIK 0000733590
TRANSFORM CAPITALRIA / FOSAN FRANCISCO, CACRD 318152
TRANSFORMATION CAPITALRIA / FOBOSTON, MACRD 307367
TRANSITION GLOBAL MANAGEMENT LIMITEDRIA / FOLONDON, UKCRD 331421
TRANSLINK CAPITAL JAPAN, LLCRIA / FOPALO ALTO, CACRD 301360
TRANSLINK CAPITAL, LLCRIA / FOPALO ALTO, CACRD 156262
Transmarket Holdings LP13F managerCIK 2134828
TRANSMEDIA CAPITAL, LLCRIA / FOSAN FRANCISCO, CACRD 243789
TRAPHAGEN INVESTMENT ADVISORS LLC13F managerCIK 2023380
TRAQUINA PERRY M13F managerCIK 0001228062
Trask Adam Roland13F managerCIK 2109050
Traub Capital Management LLC13F managerCIK 2079207
Traub Kenneth13F managerCIK 0001232602
Traveka Wealth, LLC13F managerCIK 2009176
TRAVELERS COMPANIES, INC.13F managerCIK 86312
TRAVELLER CAPITAL ADVISORS, LLCRIA / FODALLAS, TXCRD 169079
Traynor Capital Management, Inc.13F managerCIK 1666786
TRB Advisors LP13F managerCIK 1513300
TRB Wealth Management, LLC13F managerCIK 2130988
TRCM CAPITAL ADVISORS LLCRIA / FOSOUTH MIAMI, FLCRD 341312
TRCM IM LLCRIA / FOSOUTH MIAMI, FLCRD 341510
Treadway Anthony Shea13F managerCIK 0002033056
Treasure Coast Financial Planning13F managerCIK 1911307
TREASURE VALLEY FINANCIAL PLANNINGRIA / FOMERIDIAN, IDCRD 341732
Treasurer of the State of North Carolina13F managerCIK 1761054
TREASURY FUND MANAGEMENT LLCRIA / FONEW YORK, NYCRD 322087
TREASURY INTERACTIVE INVESTMENT ADVISERS LLCRIA / FOBROOKLYN, NYCRD 327585
TREASURYSPRING MANAGEMENT (JERSEY) LIMITEDRIA / FOST HELIERCRD 325662
TREATY OAK EQUITY LLCRIA / FOAUSTIN, TXCRD 300338
TREBLE MANAGEMENT, L.L.C.RIA / FOCRD 315839
TREBUCHET CAPITAL MANAGEMENT, LPRIA / FONEW YORK, NYCRD 292555
TRED AVON FAMILY WEALTH, LLC13F managerCIK 2094435
Tredje AP-fonden13F managerCIK 1650290
Tree Line Advisors (Hong Kong) Ltd.13F managerCIK 1535096
TREE LINE ADVISORS (SINGAPORE) PTE. LTD.RIA / FOSINGAPORECRD 288064
TREEVIEW CAPITALRIA / FOCRD 334591
TREGARON CAPITALRIA / FOPALO ALTO, CACRD 162722
Trek Financial, LLC13F managerCIK 1768195
Trellis Wealth Advisors LLC13F managerCIK 1989031
TREMBLANT CAPITAL GROUP13F managerCIK 1353312
TREND DISCOVERY CAPITAL MANAGEMENT, LLCRIA / FOLONG ISLAND CITY, NYCRD 170082
TREND FORWARD CAPITALRIA / FOCRD 310403
TRENT CAPITAL PARTNERS, LLCRIA / FONAPLES, FLCRD 329027
Trent Micro SPV II LPIssuerCIK 2136469
TREO VENTURES, LLCRIA / FORENO, NVCRD 299417
TRES PALMAS VENTURESRIA / FOBURLINGTON, VTCRD 323597
TRESIDOR INVESTMENT MANAGEMENT LLPRIA / FOLONDONCRD 304534
TRESTLE PARTNERSRIA / FOPALM BEACH, FLCRD 330947
Trevian Wealth Management LLC13F managerCIK 1901929
Trexquant Investment LP13F managerCIK 1633445
Tri Locum Partners LP13F managerCIK 1826434
Triad Investment Management13F managerCIK 1615717
Triad Wealth Partners, LLC13F managerCIK 2012717
TriaGen Wealth Management LLC13F managerCIK 1843848
TRIAN FUND MANAGEMENT, L.P.13F managerCIK 1345471
Triangle Securities Wealth Management13F managerCIK 1541353
Triasima Portfolio Management inc.13F managerCIK 1938757
Triata Capital Ltd13F managerCIK 2014039
Triavera Capital LLC13F managerCIK 2011325
Tribe Capital AI Fund VII, L.P.IssuerCIK 2136788
TRIBECA INVESTMENT PARTNERS PTY LTDRIA / FOSYDNEYCRD 164313
TRIBECA VENTURE PARTNERSRIA / FONEW YORK, NYCRD 162988
Tribridge Partners Financial LLC13F managerCIK 2083677
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