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 3701–3800 (page 38 of 363)
| Entity | Type | AUM | Location | Anchor |
|---|---|---|---|---|
| BROOKE PRIVATE EQUITY ASSOCIATES MANAGEMENT LLC → | RIA / FO | $1.9B | BOSTON, MA | CRD 156772 |
| SCS → | RIA / FO | $1.9B | BELLEVUE, WA | CRD 310849 |
| VOSS CAPITAL, LP → | RIA / FO | $1.9B | HOUSTON, TX | CRD 158929 |
| RADIAN CAPITAL LLC → | RIA / FO | $1.9B | NEW YORK, NY | CRD 288340 |
| ELDA RIVER CAPITAL MANAGEMENT, LLC → | RIA / FO | $1.9B | HOUSTON, TX | CRD 326859 |
| ASHMORE INVESTMENT ADVISORS LIMITED → | RIA / FO | $1.9B | LONDON | CRD 170303 |
| PARABELLUM CAPITAL LLC → | RIA / FO | $1.9B | NEW YORK, NY | CRD 269874 |
| PENN CAPITAL MANAGEMENT COMPANY, LLC → | RIA / FO | $1.9B | PHILADELPHIA, PA | CRD 105081 |
| RVW WEALTH LLC → | RIA / FO | $1.9B | LOS ANGELES, CA | CRD 140451 |
| ROSE GROVE CAPITAL MANAGEMENT, LLC → | RIA / FO | $1.9B | WELLESLEY, MA | CRD 156572 |
| DIVERSIFIED PORTFOLIOS, INC. → | RIA / FO | $1.9B | BLOOMFIELD HILLS, MI | CRD 108942 |
| CFO4LIFE → | RIA / FO | $1.9B | COPPELL, TX | CRD 287600 |
| FS SPECIALTY LENDING ADVISOR, LLC → | RIA / FO | $1.9B | PHILADELPHIA, PA | CRD 293054 |
| E2P → | RIA / FO | $1.9B | CHICAGO, IL | CRD 300436 |
| NEXPOINT REAL ESTATE ADVISORS VII, L.P. → | RIA / FO | $1.9B | DALLAS, TX | CRD 305956 |
| HEIN PARK CAPITAL MANAGEMENT LP → | RIA / FO | $1.9B | NEW YORK, NY | CRD 305550 |
| REBALANCE LLC → | RIA / FO | $1.9B | PALO ALTO, CA | CRD 158242 |
| FOURTHOUGHT FINANCIAL PARTNERS, LLC. → | RIA / FO | $1.9B | VENICE, FL | CRD 323060 |
| MEYERS WEALTH MANAGEMENT, LLC → | RIA / FO | $1.9B | COLUMBUS, OH | CRD 289801 |
| LANDAAS & COMPANY → | RIA / FO | $1.9B | MILWAUKEE, WI | CRD 47487 |
| FIRST PACIFIC FINANCIAL, INC. → | RIA / FO | $1.9B | VANCOUVER, WA | CRD 284736 |
| AMI ASSET MANAGEMENT CORP → | RIA / FO | $1.9B | LOS ANGELES, CA | CRD 110291 |
| CONSERVEST CAPITAL ADVISORS INC → | RIA / FO | $1.9B | WYNNEWOOD, PA | CRD 111353 |
| TSPI, LP → | RIA / FO | $1.9B | NEW YORK, NY | CRD 291090 |
| ROSSMORE PRIVATE CAPITAL, LLC → | RIA / FO | $1.9B | GLASTONBURY, CT | CRD 288453 |
| MAGNETAR ASSET MANAGEMENT LLC → | RIA / FO | $1.9B | EVANSTON, IL | CRD 285287 |
| PRIVATE WEALTH PARTNERS, LLC → | RIA / FO | $1.9B | MILL VALLEY, CA | CRD 133802 |
| TERRY MCDANIEL & COMPANY → | RIA / FO | $1.9B | AUSTIN, TX | CRD 104732 |
| HEARTLAND ADVISORS, INC. → | RIA / FO | $1.9B | MILWAUKEE, WI | CRD 29433 |
| CIP ADVISORS, LLC → | RIA / FO | $1.9B | WEST PALM BEACH, FL | CRD 338119 |
| SHP WEALTH MANAGEMENT, LLC → | RIA / FO | $1.9B | PLYMOUTH, MA | CRD 174697 |
| FALCON WEALTH PLANNING, INC. → | RIA / FO | $1.9B | ONTARIO, CA | CRD 174092 |
| SKYBRIDGE CAPITAL II, LLC → | RIA / FO | $1.9B | NEW YORK, NY | CRD 148152 |
| NOVARE CAPITAL MANAGEMENT → | RIA / FO | $1.9B | CHARLOTTE, NC | CRD 117949 |
| LARAMAR MULTI-FAMILY VALUE MANAGER, LLC → | RIA / FO | $1.9B | CHICAGO, IL | CRD 161298 |
| ARTEMIS WEALTH ADVISORS, LLC → | RIA / FO | $1.9B | PORT WASHINGTON, NY | CRD 150810 |
| BRICKWOOD ASSET MANAGEMENT → | RIA / FO | $1.9B | LONDON | CRD 332687 |
| DT INVESTMENT PARTNERS, LLC → | RIA / FO | $1.9B | CHADDS FORD, PA | CRD 157646 |
| CAROUSEL CAPITAL MANAGEMENT COMPANY, L.P. → | RIA / FO | $1.9B | CHARLOTTE, NC | CRD 157822 |
| KILDARE PARTNERS US, LLC → | RIA / FO | $1.9B | WESTLAKE, TX | CRD 167984 |
| PREP INVESTMENT ADVISERS, L.L.C. → | RIA / FO | $1.9B | CHICAGO, IL | CRD 296631 |
| RESOLUTE PARTNERS GROUP → | RIA / FO | $1.9B | SAN FRANCISCO, CA | CRD 300326 |
| CONTINUUM ADVISORY, LLC → | RIA / FO | $1.9B | EAGLE, ID | CRD 283155 |
| PATRIOT INVESTMENT MANAGEMENT GROUP INC → | RIA / FO | $1.9B | KNOXVILLE, TN | CRD 112155 |
| PEMBROKE MANAGEMENT LTD. → | RIA / FO | $1.9B | MONTREAL, QUEBEC | CRD 155405 |
| MORA CAPITAL MANAGEMENT, LLC → | RIA / FO | $1.9B | MIAMI, FL | CRD 112221 |
| FREEDOM FUNDS MANAGEMENT CO → | RIA / FO | $1.9B | DENVER, CO | CRD 110785 |
| MAIN MANAGEMENT, LLC → | RIA / FO | $1.9B | SAN FRANCISCO, CA | CRD 120361 |
| ARC70 ADVISERS LP → | RIA / FO | $1.9B | BURLINGAME, CA | CRD 288087 |
| NUMERAI → | RIA / FO | $1.9B | SAN FRANCISCO, CA | CRD 282851 |
| JAG CAPITAL MANAGEMENT LLC → | RIA / FO | $1.9B | ST. LOUIS, MO | CRD 159227 |
| TRIBUTARY CAPITAL MANAGEMENT, LLC → | RIA / FO | $1.9B | OMAHA, NE | CRD 112528 |
| D'ANNUNZIO CONSULTING GROUP, LLC → | RIA / FO | $1.9B | TACOMA, WA | CRD 144422 |
| DWS INVESTMENTS AUSTRALIA LIMITED → | RIA / FO | $1.9B | SYDNEY | CRD 109112 |
| SARATOGA INVESTMENT ADVISORS, LLC → | RIA / FO | $1.9B | NEW YORK, NY | CRD 153060 |
| SARATOGA MANAGEMENT COMPANY LLC → | RIA / FO | $1.9B | NEW YORK, NY | CRD 161822 |
| HALIFAX INVESTMENT MANAGEMENT, L.L.C. → | RIA / FO | $1.9B | RALEIGH, NC | CRD 152789 |
| J. STERN & CO. LLP → | RIA / FO | $1.9B | LONDON | CRD 323871 |
| GLOUSTON CAPITAL PARTNERS, LLC → | RIA / FO | $1.9B | BOSTON, MA | CRD 133792 |
| BPOC → | RIA / FO | $1.9B | CHICAGO, IL | CRD 157573 |
| SP ASSET MANAGEMENT LLC → | RIA / FO | $1.9B | CUPERTINO, CA | CRD 323369 |
| AVENUE ASIA CAPITAL MANAGEMENT, L.P. → | RIA / FO | $1.9B | NEW YORK CITY, NY | CRD 113246 |
| WHITTIER ADVISORS, LLC → | RIA / FO | $1.9B | NEWPORT BEACH, CA | CRD 318024 |
| RHO TREASURY → | RIA / FO | $1.9B | NEW YORK, NY | CRD 314581 |
| BOW WAVE CAPITAL MANAGEMENT, LP → | RIA / FO | $1.9B | NEW YORK, NY | CRD 305782 |
| CLARION CAPITAL PARTNERS, LLC → | RIA / FO | $1.9B | NEW YORK, NY | CRD 157038 |
| TREVILLE CAPITAL MANAGEMENT LLC → | RIA / FO | $1.9B | NEW YORK, NY | CRD 290314 |
| BLUE VISTA CAPITAL, LLC → | RIA / FO | $1.9B | CHICAGO, IL | CRD 127001 |
| ENDEAVOUR CAPITAL → | RIA / FO | $1.9B | PORTLAND, OR | CRD 160800 |
| BROAD BAY CAPITAL MANAGEMENT LP → | RIA / FO | $1.9B | NEW YORK, NY | CRD 284341 |
| TRUE LINK FINANCIAL ADVISORS → | RIA / FO | $1.9B | SAN FRANCISCO, CA | CRD 281870 |
| RETIREMENT MANAGEMENT SYSTEMS → | RIA / FO | $1.9B | LEONARDTOWN, MD | CRD 150351 |
| ETON ADVISORS → | RIA / FO | $1.9B | CHAPEL HILL, NC | CRD 289395 |
| GRANITE PARTNERS → | RIA / FO | $1.9B | ST. CLOUD, MN | CRD 158378 |
| LIBERTY STREET ADVISORS, INC. → | RIA / FO | $1.9B | NEW YORK, NY | CRD 142949 |
| MODELL CAPITAL MANAGEMENT LLC → | RIA / FO | $1.9B | BLOOMFIELD HILLS, MI | CRD 339228 |
| ATLAS INFRASTRUCTURE → | RIA / FO | $1.9B | LONDON | CRD 288560 |
| NILSINE PARTNERS, LLC → | RIA / FO | $1.9B | GREENWOOD VILLAGE, CO | CRD 315694 |
| VALENCE8 → | RIA / FO | $1.9B | CAMBRIDGE, MA | CRD 317389 |
| TRIGUARD MANAGEMENT LLC → | RIA / FO | $1.9B | NEWPORT BEACH, CA | CRD 159472 |
| CAPITAL MANAGEMENT ASSOCIATES INC → | RIA / FO | $1.9B | MINNEAPOLIS, MN | CRD 105010 |
| AXIA ADVISORY → | RIA / FO | $1.9B | INDIANAPOLIS, IN | CRD 107571 |
| BLUE CHIP PARTNERS, LLC → | RIA / FO | $1.9B | FARMINGTON HILLS, MI | CRD 132437 |
| KLCM ADVISORS, INC. → | RIA / FO | $1.9B | MILWAUKEE, WI | CRD 107847 |
| WILKINSON GLOBAL ASSET MANAGEMENT LLC → | RIA / FO | $1.9B | NEW YORK, NY | CRD 292470 |
| TWO CREEKS CAPITAL MANAGEMENT, LP → | RIA / FO | $1.9B | NEW YORK, NY | CRD 171848 |
| SOVRAN ADVISORS, LLC → | RIA / FO | $1.9B | SAN DIEGO, CA | CRD 329415 |
| INTEGRAL HEALTH ASSET MANAGEMENT, LLC → | RIA / FO | $1.9B | NEW YORK, NY | CRD 301987 |
| DG PARTNERS LLP → | RIA / FO | $1.9B | LONDON | CRD 161177 |
| WOLF HILL CAPITAL MANAGEMENT, LP → | RIA / FO | $1.9B | GREENWICH, CT | CRD 306712 |
| AUSTIN ASSET → | RIA / FO | $1.9B | AUSTIN, TX | CRD 105441 |
| BLUEPRINT INVESTMENT PARTNERS LLC → | RIA / FO | $1.9B | GREENSBORO, NC | CRD 170196 |
| IAG WEALTH PARTNERS, LLC → | RIA / FO | $1.9B | WAUKESHA, WI | CRD 109721 |
| WESTEND ADVISORS, LLC → | RIA / FO | $1.9B | CHARLOTTE, NC | CRD 133279 |
| UX WEALTH PARTNERS LLC → | RIA / FO | $1.9B | CENTENNIAL, CO | CRD 308983 |
| DIVERSIFIED MANAGEMENT INC → | RIA / FO | $1.9B | MILWAUKEE, WI | CRD 106680 |
| NMS CAPITAL SERVICES, LLC → | RIA / FO | $1.9B | NEW YORK, NY | CRD 158140 |
| MORGAN STANLEY PRIVATE EQUITY ASIA, INC. → | RIA / FO | $1.9B | NEW YORK, NY | CRD 134366 |
| SCOUT ENERGY MANAGEMENT LLC → | RIA / FO | $1.9B | DALLAS, TX | CRD 161832 |
| TRITIUM PARTNERS → | RIA / FO | $1.9B | AUSTIN, TX | CRD 173132 |