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 3401–3500 (page 35 of 363)
| Entity | Type | AUM | Location | Anchor |
|---|---|---|---|---|
| BSW WEALTH PARTNERS → | RIA / FO | $2.2B | BOULDER, CO | CRD 107485 |
| ENTROPY TECHNOLOGIES, LP → | RIA / FO | $2.2B | NEW YORK, NY | CRD 325283 |
| PASSAIC PARTNERS LLC → | RIA / FO | $2.2B | NEWARK, NJ | CRD 313290 |
| MASON CAPITAL MANAGEMENT LLC → | RIA / FO | $2.2B | NEW YORK, NY | CRD 158797 |
| HIDDEN HARBOR CAPITAL MANAGEMENT, L.P. → | RIA / FO | $2.2B | BOCA RATON, FL | CRD 285401 |
| ABSOLUTE INVESTMENT ADVISERS, LLC → | RIA / FO | $2.2B | ROSEMARY BEACH, FL | CRD 132436 |
| RETHINK CAPITAL PARTNERS, LLC → | RIA / FO | $2.2B | WHITE PLAINS, NY | CRD 171118 |
| EIV CAPITAL, LLC → | RIA / FO | $2.2B | HOUSTON, TX | CRD 169111 |
| ARBION LIMITED → | RIA / FO | $2.2B | LONDON | CRD 155663 |
| FEG INVESTMENT SERVICES, LLC → | RIA / FO | $2.2B | CINCINNATI, OH | CRD 281516 |
| CHURCHILL PCIF ADVISOR LLC → | RIA / FO | $2.2B | NEW YORK, NY | CRD 329140 |
| CCMP CAPITAL → | RIA / FO | $2.2B | NEW YORK, NY | CRD 140121 |
| KOSS-OLINGER CONSULTING, LLC. → | RIA / FO | $2.2B | GAINESVILLE, FL | CRD 111855 |
| HERITAGE INVESTMENT GROUP, INC. → | RIA / FO | $2.2B | POMPANO BEACH, FL | CRD 113204 |
| CLEARBRIDGE INVESTMENTS (NORTH AMERICA) PTY LIMITED → | RIA / FO | $2.2B | SYDNEY | CRD 151223 |
| LBMC INVESTMENT ADVISORS, LLC → | RIA / FO | $2.2B | BRENTWOOD, TN | CRD 108943 |
| TWO SIGMA VENTURES, LP → | RIA / FO | $2.2B | NEW YORK, NY | CRD 295416 |
| APS ASSET MANAGEMENT PTE LTD → | RIA / FO | $2.2B | SINGAPORE | CRD 109189 |
| HUMAN INVESTING → | RIA / FO | $2.2B | LAKE OSWEGO, OR | CRD 133017 |
| WEALTHQUEST CORPORATION → | RIA / FO | $2.2B | CINCINNATI, OH | CRD 141473 |
| FOSTER DYKEMA CABOT & PARTNERS, LLC → | RIA / FO | $2.2B | WALTHAM, MA | CRD 300282 |
| ARISTOTLE ATLANTIC PARTNERS, LLC → | RIA / FO | $2.2B | SARASOTA, FL | CRD 285721 |
| RIVERFRONT INVESTMENT GROUP, LLC → | RIA / FO | $2.2B | RICHMOND, VA | CRD 146221 |
| E. S. BARR & COMPANY → | RIA / FO | $2.2B | LEXINGTON, KY | CRD 107447 |
| DETALUS ADVISORS, LLC → | RIA / FO | $2.2B | ST. LOUIS, MO | CRD 117958 |
| LONGRANGE CAPITAL, L.P. → | RIA / FO | $2.2B | STAMFORD, CT | CRD 309379 |
| TPG FINANCIAL ADVISORS, LLC → | RIA / FO | $2.2B | PORTLAND, OR | CRD 141153 |
| OAKMONT CORPORATION → | RIA / FO | $2.2B | LOS ANGELES, CA | CRD 112337 |
| OCCUDO QUANTITATIVE STRATEGIES LP → | RIA / FO | $2.2B | FORT LAUDERDALE, FL | CRD 310070 |
| GOLDEN STATE WEALTH MANAGEMENT, LLC → | RIA / FO | $2.2B | POWELL, WY | CRD 167995 |
| FURTHER GLOBAL CAPITAL MANAGEMENT, L.P. → | RIA / FO | $2.2B | NEW YORK, NY | CRD 289257 |
| SMITH GROUP ASSET MANAGEMENT, LLC → | RIA / FO | $2.2B | DALLAS, TX | CRD 313265 |
| GRANDFIELD & DODD, LLC → | RIA / FO | $2.2B | NEW YORK, NY | CRD 110971 |
| ALPHAQUEST LLC → | RIA / FO | $2.2B | NEW YORK, NY | CRD 285141 |
| PATTEN AND PATTEN, INC. → | RIA / FO | $2.2B | CHATTANOOGA, TN | CRD 105414 |
| ADVISORS ASSET MANAGEMENT, INC. → | RIA / FO | $2.2B | MONUMENT, CO | CRD 46727 |
| NEWSOUTH CAPITAL MANAGEMENT INC → | RIA / FO | $2.2B | MEMPHIS, TN | CRD 110676 |
| THE FORUM FINANCE GROUP SA → | RIA / FO | $2.2B | GENEVA | CRD 284407 |
| CRG → | RIA / FO | $2.2B | HOUSTON, TX | CRD 132967 |
| KOSMOS MANAGEMENT LLC → | RIA / FO | $2.2B | SEATTLE, WA | CRD 164712 |
| FS STRUCTURED PRODUCTS ADVISOR, LLC → | RIA / FO | $2.2B | PHILADELPHIA, PA | CRD 301285 |
| THE INVESTMENT HOUSE LLC → | RIA / FO | $2.2B | REDONDO BEACH, CA | CRD 163493 |
| JD EUROWAY CAPITAL PARTNERS LLC → | RIA / FO | $2.2B | MONTREAL, QUEBEC | CRD 305102 |
| VALUEQUEST INVESTMENT ADVISORS PRIVATE LTD → | RIA / FO | $2.2B | MUMBAI | CRD 331389 |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC → | RIA / FO | $2.2B | OLYMPIA, WA | CRD 151088 |
| JOHN HANCOCK PERSONAL FINANCIAL SERVICES, LLC → | RIA / FO | $2.2B | BOSTON, MA | CRD 174433 |
| 1834 INVESTMENT ADVISORS CO. → | RIA / FO | $2.2B | MILWAUKEE, WI | CRD 105435 |
| RAGA PARTNERS LP → | RIA / FO | $2.2B | NEW YORK, NY | CRD 316791 |
| INDEPENDENCE ASSET ADVISORS, LLC → | RIA / FO | $2.2B | WYNNEWOOD, PA | CRD 152963 |
| LUPA RIA INVESTMENT MANAGEMENT LLC → | RIA / FO | $2.2B | NEW YORK, NY | CRD 314819 |
| MAXIM CAPITAL GROUP, LLC → | RIA / FO | $2.2B | NEW YORK, NY | CRD 288321 |
| GTIS PARTNERS → | RIA / FO | $2.2B | NEW YORK, NY | CRD 156798 |
| WEALTHPLAN INVESTMENT MANAGEMENT LLC → | RIA / FO | $2.2B | OMAHA, NE | CRD 311364 |
| NADLER FINANCIAL GROUP, INC. → | RIA / FO | $2.2B | DEERFIELD, IL | CRD 122617 |
| DSC MERIDIAN CAPITAL LP → | RIA / FO | $2.2B | NEW YORK, NY | CRD 296590 |
| CLEAR HAVEN CAPITAL MANAGEMENT, LLC → | RIA / FO | $2.2B | NEW YORK, NY | CRD 149165 |
| MOORSTONE, L.P. → | RIA / FO | $2.2B | NEW YORK, NY | CRD 339519 |
| HITE HEDGE ASSET MANAGEMENT LLC → | RIA / FO | $2.2B | BRAINTREE, MA | CRD 160173 |
| THE INVESTMENT COUNSEL COMPANY → | RIA / FO | $2.2B | LAS VEGAS, NV | CRD 19608 |
| OREI ADVISORS LP → | RIA / FO | $2.2B | AUSTIN, TX | CRD 284241 |
| EURO PACIFIC ASSET MANAGEMENT, LLC → | RIA / FO | $2.2B | DORADO, PR | CRD 152922 |
| JOEL R. MOGY INVESTMENT COUNSEL INC. → | RIA / FO | $2.2B | BEVERLY HILLS, CA | CRD 111622 |
| PACIFIC LAKE PARTNERS, L.L.C. → | RIA / FO | $2.2B | BOSTON, MA | CRD 160377 |
| CONDOR CAPITAL WEALTH MANAGEMENT → | RIA / FO | $2.2B | MARTINSVILLE, NJ | CRD 104920 |
| CAI MANAGER LP → | RIA / FO | $2.2B | MILL VALLEY, CA | CRD 310205 |
| BELL ASSET MANAGEMENT LIMITED → | RIA / FO | $2.2B | MELBOURNE | CRD 146144 |
| CATALIO CAPITAL MANAGEMENT, LP → | RIA / FO | $2.2B | NEW YORK, NY | CRD 310374 |
| ASCEND PARTNERS → | RIA / FO | $2.2B | NEW YORK, NY | CRD 310515 |
| SAGEFIELD INVESTMENT GROUP LP → | RIA / FO | $2.2B | DALLAS, TX | CRD 312019 |
| MERCER INVESTMENT SOLUTIONS LLC → | RIA / FO | $2.2B | NEW YORK, NY | CRD 155919 |
| SIGMA INVESTMENT COUNSELORS → | RIA / FO | $2.2B | NORTHVILLE, MI | CRD 104754 |
| SAMSARA BIOCAPITAL, LLC → | RIA / FO | $2.2B | – | CRD 288114 |
| PINNACLE PENSION CONSULTANTS LLC → | RIA / FO | $2.2B | NEEDHAM, MA | CRD 133442 |
| RESURGENS TECHNOLOGY ADVISORS, L.P. → | RIA / FO | $2.2B | ATLANTA, GA | CRD 293042 |
| PDS PLANNING INC → | RIA / FO | $2.2B | DUBLIN, OH | CRD 106895 |
| ZUCKERMAN INVESTMENT GROUP → | RIA / FO | $2.2B | CHICAGO, IL | CRD 137785 |
| ANFIELD CAPITAL MANAGEMENT, LLC → | RIA / FO | $2.2B | IRVINE, CA | CRD 165211 |
| CAPITOL SECURITIES MANAGEMENT, INC. → | RIA / FO | $2.2B | GLEN ALLEN, VA | CRD 14169 |
| SHANGHAI FOSUN CHUANGFU EQUITY INVESTMENT MANAGEMENT COMPANY → | RIA / FO | $2.2B | SHANGHAI | CRD 170015 |
| ABACUS PLANNING GROUP, INC. → | RIA / FO | $2.2B | COLUMBIA, SC | CRD 107994 |
| OCTAVIA WEALTH ADVISORS LLC → | RIA / FO | $2.2B | CINCINNATI, OH | CRD 306909 |
| HARTFORD FUNDS → | RIA / FO | $2.2B | WAYNE, PA | CRD 130373 |
| HMI CAPITAL MANAGEMENT, L.P. → | RIA / FO | $2.2B | SAN FRANCISCO, CA | CRD 160850 |
| MERIDIEM CAPITAL PARTNERS LP → | RIA / FO | $2.2B | DALLAS, TX | CRD 318498 |
| GREENLAND CAPITAL MANAGEMENT LP → | RIA / FO | $2.2B | NEW YORK, NY | CRD 317701 |
| OMNI BRIDGEWAY MANAGEMENT (USA) LLC → | RIA / FO | $2.1B | NEW YORK, NY | CRD 298001 |
| EVOLVE PRIVATE WEALTH, LLC → | RIA / FO | $2.1B | LOS ANGELES, CA | CRD 333932 |
| ROOT FINANCIAL PARTNERS → | RIA / FO | $2.1B | AUSTIN, TX | CRD 290289 |
| PRIVATE ADVISORY → | RIA / FO | $2.1B | REDMOND, WA | CRD 170043 |
| MERRICKS CAPITAL PTY LTD → | RIA / FO | $2.1B | MELBOURNE | CRD 157533 |
| ETHOS FINANCIAL GROUP, LLC → | RIA / FO | $2.1B | KING OF PRUSSIA, PA | CRD 321748 |
| FINANCIAL MANAGEMENT NETWORK INC → | RIA / FO | $2.1B | MISSION VIEJO, CA | CRD 110454 |
| TIVERTON ADVISORS, LLC → | RIA / FO | $2.1B | RALEIGH, NC | CRD 305331 |
| RAM REALTY ADVISORS LLC → | RIA / FO | $2.1B | PALM BEACH GARDENS, FL | CRD 160238 |
| VAN HULZEN FINANCIAL ADVISORS → | RIA / FO | $2.1B | EL DORADO HILLS, CA | CRD 116632 |
| COASTEDGE PARTNERS, LLC → | RIA / FO | $2.1B | SAN DIEGO, CA | CRD 149685 |
| FAIRHOLME CAPITAL MANAGEMENT, L.L.C. → | RIA / FO | $2.1B | SOUTH MIAMI, FL | CRD 107987 |
| NEXPHASE CAPITAL, LP → | RIA / FO | $2.1B | NEW YORK, NY | CRD 281893 |
| RP MANAGEMENT, LLC → | RIA / FO | $2.1B | NEW YORK, NY | CRD 161569 |
| KINTEGRAL ADVISORY, LLC → | RIA / FO | $2.1B | NEW YORK, NY | CRD 164160 |