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 34401–34500 (page 345 of 363)

EntityTypeAUMLocationAnchor
TR-0527 Fund II, a series of MV Funds, LP →Issuer––CIK 2138644
Trace Holdings II LP →Issuer––CIK 2139283
Trace Wealth Advisors, LLC →13F manager––CIK 2055838
Tracey Millicent C. →13F manager––CIK 0001876557
Traction Financial Partners, LLC →13F manager––CIK 2007748
Tracy John J →13F manager––CIK 0001376806
TradeLink Capital LLC →13F manager––CIK 1642044
Trademark Financial Management, LLC →13F manager––CIK 2011736
TRADEMARK PROPERTY COMPANY →RIA / FO–FORT WORTH, TXCRD 281897
TradeWell Securities, LLC. →13F manager––CIK 2066232
Tradewinds Capital Management, LLC →13F manager––CIK 1616026
Tradewinds, LLC. →13F manager––CIK 1932342
TRADING CENTRAL →RIA / FO–PARISCRD 141855
Tradition Wealth Management, LLC →13F manager––CIK 1843010
TRAFALGAR CAPITAL MANAGEMENT (HK) LIMITED →RIA / FO–HONG KONGCRD 163587
TRAFALGAR COPLEY LIMITED →RIA / FO–AUCKLANDCRD 163627
Trager Kusman Andrew →13F manager––CIK 0001770870
TRAIL MIX VENTURES, LP →RIA / FO––CRD 309090
Trail Ridge Investment Advisors, LLC →13F manager––CIK 1911013
TRAIL TETHER, INC. →Issuer––CIK 2141426
TRAILHEAD CAPITAL →RIA / FO–DENVER, COCRD 315272
Trailhead Planners LLC →13F manager––CIK 2109534
Trails Edge Capital Partners, LP →13F manager––CIK 2077247
trainedB.ai Inc. →Issuer––CIK 2140008
Trajan Wealth LLC →13F manager––CIK 1934415
TRAN CAPITAL MANAGEMENT, L.P. →13F manager––CIK 1009262
TRAN KHANH T →13F manager––CIK 0001164774
Tranquility Partners, LLC →13F manager––CIK 1783773
Tranquilli Financial Advisor LLC →13F manager––CIK 1847769
Trans-Canada Capital Inc. →13F manager––CIK 1896476
Transamerica Financial Advisors, LLC →13F manager––CIK 1502149
TRANSASIA PRIVATE CAPITAL →RIA / FO–CENTRALCRD 306916
TRANSATLANTIC HIGHWAY VENTURES, LLC →RIA / FO––CRD 340143
Transce3nd, LLC →13F manager––CIK 2023570
TRANSCEND CAPITAL ADVISORS, LLC →13F manager––CIK 1776082
TRANSCEND MANAGEMENT, LLC →RIA / FO–SAN FRANCISCO, CACRD 308595
Transcendent Capital Group LLC →13F manager––CIK 2013703
TRANSCONTINENTAL REALTY INVESTORS INC →13F manager––CIK 0000733590
TRANSFORM CAPITAL →RIA / FO–SAN FRANCISCO, CACRD 318152
TRANSFORMATION CAPITAL →RIA / FO–BOSTON, MACRD 307367
TRANSITION GLOBAL MANAGEMENT LIMITED →RIA / FO–LONDON, UKCRD 331421
TRANSLINK CAPITAL JAPAN, LLC →RIA / FO–PALO ALTO, CACRD 301360
TRANSLINK CAPITAL, LLC →RIA / FO–PALO ALTO, CACRD 156262
Transmarket Holdings LP →13F manager––CIK 2134828
TRANSMEDIA CAPITAL, LLC →RIA / FO–SAN FRANCISCO, CACRD 243789
TRAPHAGEN INVESTMENT ADVISORS LLC →13F manager––CIK 2023380
TRAQUINA PERRY M →13F manager––CIK 0001228062
Trask Adam Roland →13F manager––CIK 2109050
Traub Capital Management LLC →13F manager––CIK 2079207
Traub Kenneth →13F manager––CIK 0001232602
Traveka Wealth, LLC →13F manager––CIK 2009176
TRAVELERS COMPANIES, INC. →13F manager––CIK 86312
TRAVELLER CAPITAL ADVISORS, LLC →RIA / FO–DALLAS, TXCRD 169079
Traynor Capital Management, Inc. →13F manager––CIK 1666786
TRB Advisors LP →13F manager––CIK 1513300
TRB Wealth Management, LLC →13F manager––CIK 2130988
TRCM CAPITAL ADVISORS LLC →RIA / FO–SOUTH MIAMI, FLCRD 341312
TRCM IM LLC →RIA / FO–SOUTH MIAMI, FLCRD 341510
Treadway Anthony Shea →13F manager––CIK 0002033056
Treasure Coast Financial Planning →13F manager––CIK 1911307
TREASURE VALLEY FINANCIAL PLANNING →RIA / FO–MERIDIAN, IDCRD 341732
Treasurer of the State of North Carolina →13F manager––CIK 1761054
TREASURY FUND MANAGEMENT LLC →RIA / FO–NEW YORK, NYCRD 322087
TREASURY INTERACTIVE INVESTMENT ADVISERS LLC →RIA / FO–BROOKLYN, NYCRD 327585
TREASURYSPRING MANAGEMENT (JERSEY) LIMITED →RIA / FO–ST HELIERCRD 325662
TREATY OAK EQUITY LLC →RIA / FO–AUSTIN, TXCRD 300338
TREBLE MANAGEMENT, L.L.C. →RIA / FO––CRD 315839
TREBUCHET CAPITAL MANAGEMENT, LP →RIA / FO–NEW YORK, NYCRD 292555
TRED AVON FAMILY WEALTH, LLC →13F manager––CIK 2094435
Tredje AP-fonden →13F manager––CIK 1650290
Tree Line Advisors (Hong Kong) Ltd. →13F manager––CIK 1535096
TREE LINE ADVISORS (SINGAPORE) PTE. LTD. →RIA / FO–SINGAPORECRD 288064
TREEVIEW CAPITAL →RIA / FO––CRD 334591
TREGARON CAPITAL →RIA / FO–PALO ALTO, CACRD 162722
Trek Financial, LLC →13F manager––CIK 1768195
Trellis Wealth Advisors LLC →13F manager––CIK 1989031
TREMBLANT CAPITAL GROUP →13F manager––CIK 1353312
TREND DISCOVERY CAPITAL MANAGEMENT, LLC →RIA / FO–LONG ISLAND CITY, NYCRD 170082
TREND FORWARD CAPITAL →RIA / FO––CRD 310403
TRENT CAPITAL PARTNERS, LLC →RIA / FO–NAPLES, FLCRD 329027
Trent Micro SPV II LP →Issuer––CIK 2136469
TREO VENTURES, LLC →RIA / FO–RENO, NVCRD 299417
TRES PALMAS VENTURES →RIA / FO–BURLINGTON, VTCRD 323597
TRESIDOR INVESTMENT MANAGEMENT LLP →RIA / FO–LONDONCRD 304534
TRESTLE PARTNERS →RIA / FO–PALM BEACH, FLCRD 330947
Trevian Wealth Management LLC →13F manager––CIK 1901929
Trexquant Investment LP →13F manager––CIK 1633445
Tri Locum Partners LP →13F manager––CIK 1826434
Triad Investment Management →13F manager––CIK 1615717
Triad Wealth Partners, LLC →13F manager––CIK 2012717
TriaGen Wealth Management LLC →13F manager––CIK 1843848
TRIAN FUND MANAGEMENT, L.P. →13F manager––CIK 1345471
Triangle Securities Wealth Management →13F manager––CIK 1541353
Triasima Portfolio Management inc. →13F manager––CIK 1938757
Triata Capital Ltd →13F manager––CIK 2014039
Triavera Capital LLC →13F manager––CIK 2011325
Tribe Capital AI Fund VII, L.P. →Issuer––CIK 2136788
TRIBECA INVESTMENT PARTNERS PTY LTD →RIA / FO–SYDNEYCRD 164313
TRIBECA VENTURE PARTNERS →RIA / FO–NEW YORK, NYCRD 162988
Tribridge Partners Financial LLC →13F manager––CIK 2083677
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