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 3801–3900 (page 39 of 363)
| Entity | Type | AUM | Location | Anchor |
|---|---|---|---|---|
| FIRST LONG ISLAND INVESTORS, LLC → | RIA / FO | $1.9B | JERICHO, NY | CRD 167212 |
| WINDWARD CAPITAL MANAGEMENT CO → | RIA / FO | $1.9B | LOS ANGELES, CA | CRD 106908 |
| CONDIRE MANAGEMENT, LP → | RIA / FO | $1.9B | DALLAS, TX | CRD 311762 |
| VARSITY HEALTHCARE PARTNERS → | RIA / FO | $1.9B | LOS ANGELES, CA | CRD 285151 |
| ASHTON THOMAS SECURITIES, LLC → | RIA / FO | $1.9B | ROCHESTER, NY | CRD 16629 |
| CLEAR CREEK FINANCIAL MANAGEMENT, LLC → | RIA / FO | $1.9B | SILVERDALE, WA | CRD 170602 |
| GOANNA CAPITAL MANAGEMENT LLC → | RIA / FO | $1.9B | – | CRD 314952 |
| MCDONALD CAPITAL INVESTORS INC → | RIA / FO | $1.9B | ORINDA, CA | CRD 105562 |
| MONASHEE INVESTMENT MANAGEMENT, LLC → | RIA / FO | $1.9B | BOSTON, MA | CRD 163148 |
| TIGER PACIFIC CAPITAL LP → | RIA / FO | $1.9B | NEW YORK, NY | CRD 167099 |
| GRIFFIS RESIDENTIAL INVESTMENT ADVISOR → | RIA / FO | $1.9B | GREENWOOD VILLAGE, CO | CRD 166201 |
| IGP INDUSTRIES, LLC → | RIA / FO | $1.9B | SAN FRANCISCO, CA | CRD 157214 |
| COLONIAL TRUST ADVISORS, INC. → | RIA / FO | $1.9B | SPARTANBURG, SC | CRD 110257 |
| WILLIS JOHNSON WEALTH → | RIA / FO | $1.9B | HOUSTON, TX | CRD 119759 |
| TIDE CYCLE RESOURCES LLC → | RIA / FO | $1.9B | PORTSMOUTH, NH | CRD 330698 |
| COLLER PRIVATE MARKET SECONDARIES ADVISORS, LLC → | RIA / FO | $1.8B | NEW YORK, NY | CRD 328015 |
| CSM CAPITAL CORPORATION → | RIA / FO | $1.8B | NEW YORK, NY | CRD 129789 |
| GRANITE INVESTMENT PARTNERS, LLC → | RIA / FO | $1.8B | EL SEGUNDO, CA | CRD 150632 |
| ROCKBRIDGE GROWTH EQUITY MANAGEMENT, L.P. → | RIA / FO | $1.8B | DETROIT, MI | CRD 299650 |
| RIA ADVISORS → | RIA / FO | $1.8B | HOUSTON, TX | CRD 150661 |
| SNOWHAWK LP → | RIA / FO | $1.8B | NEW YORK, NY | CRD 325176 |
| KANAWHA CAPITAL MANAGEMENT, LLC → | RIA / FO | $1.8B | RICHMOND, VA | CRD 118458 |
| PALISADES HUDSON ASSET MANAGEMENT, L.P. → | RIA / FO | $1.8B | FORT LAUDERDALE, FL | CRD 109134 |
| LIGHTBAY CAPITAL → | RIA / FO | $1.8B | LOS ANGELES, CA | CRD 288432 |
| ROCKBRIDGE INVESTMENT MANAGEMENT, LLC → | RIA / FO | $1.8B | SYRACUSE, NY | CRD 115754 |
| AZZAD ASSET MANAGEMENT, INC. → | RIA / FO | $1.8B | FALLS CHURCH, VA | CRD 111291 |
| SILVER OAK SERVICES PARTNERS,LLC → | RIA / FO | $1.8B | EVANSTON, IL | CRD 160904 |
| IMPACTIVE CAPITAL LP → | RIA / FO | $1.8B | NEW YORK, NY | CRD 299445 |
| COALESCE CAPITAL MANAGEMENT LLC → | RIA / FO | $1.8B | NEW YORK, NY | CRD 324179 |
| OLD ORCHARD CAPITAL MANAGEMENT LP → | RIA / FO | $1.8B | NEW YORK, NY | CRD 170641 |
| INDEPENDENCE SQUARE HOLDINGS, LLC → | RIA / FO | $1.8B | KING OF PRUSSIA, PA | CRD 300139 |
| A&M PRIVATE WEALTH PARTNERS, LLC → | RIA / FO | $1.8B | WEST PALM BEACH, FL | CRD 331478 |
| THE MOLPUS WOODLANDS GROUP, LLC → | RIA / FO | $1.8B | RIDGELAND, MS | CRD 114575 |
| ARISTOTLE CAPITAL BOSTON, LLC → | RIA / FO | $1.8B | BOSTON, MA | CRD 173198 |
| CLOVERLAY INVESTMENT MANAGEMENT, LLC → | RIA / FO | $1.8B | CONSHOHOCKEN, PA | CRD 277170 |
| WHITE OAK PARTNERS INVESTMENT ADVISOR, LLC → | RIA / FO | $1.8B | WESTERVILLE, OH | CRD 157766 |
| D2 ASSET MANAGEMENT → | RIA / FO | $1.8B | DALLAS, TX | CRD 331542 |
| HELIX PARTNERS MANAGEMENT LP → | RIA / FO | $1.8B | NEW YORK, NY | CRD 325120 |
| BERMAN MCALEER → | RIA / FO | $1.8B | TIMONIUM, MD | CRD 332906 |
| CACTI ASSET MANAGEMENT, LLC → | RIA / FO | $1.8B | – | CRD 156131 |
| HEITMAN REAL ESTATE SECURITIES LLC → | RIA / FO | $1.8B | CHICAGO, IL | CRD 107134 |
| GORDIAN CAPITAL JAPAN LIMITED → | RIA / FO | $1.8B | TOKYO | CRD 309108 |
| RIDGEWOOD INFRASTRUCTURE → | RIA / FO | $1.8B | NEW YORK, NY | CRD 291736 |
| PARAFI CAPITAL LP → | RIA / FO | $1.8B | NEW YORK, NY | CRD 294670 |
| C2 PRIVATE WEALTH → | RIA / FO | $1.8B | NOVI, MI | CRD 151501 |
| VIEW CAPITAL RIA, LP → | RIA / FO | $1.8B | DALLAS, TX | CRD 130678 |
| CION INVESTMENT MANAGEMENT, LLC → | RIA / FO | $1.8B | NEW YORK, NY | CRD 160386 |
| CRESCENT CAP ADVISORS, LLC → | RIA / FO | $1.8B | LOS ANGELES, CA | CRD 175430 |
| NOVA INFRASTRUCTURE MANAGEMENT, LLC → | RIA / FO | $1.8B | NEW YORK, NY | CRD 304510 |
| FINANCIAL SYNERGIES → | RIA / FO | $1.8B | HOUSTON, TX | CRD 105643 |
| ARGENTIC → | RIA / FO | $1.8B | NEW YORK, NY | CRD 289502 |
| VERSANT CAPITAL MANAGEMENT, INC. → | RIA / FO | $1.8B | PHOENIX, AZ | CRD 131692 |
| GDS WEALTH MANAGEMENT → | RIA / FO | $1.8B | FLOWER MOUND, TX | CRD 315934 |
| O2 INVESTMENT PARTNERS, L.P. → | RIA / FO | $1.8B | BLOOMFIELD HILLS, MI | CRD 291435 |
| KAINOS (TX) CAPITAL LP → | RIA / FO | $1.8B | DALLAS, TX | CRD 165607 |
| GRAND ALLIANCE ASSET MANAGEMENT LTD. → | RIA / FO | $1.8B | HONG KONG | CRD 307801 |
| SELECT MONEY MANAGEMENT, INC. → | RIA / FO | $1.8B | LOS ANGELES, CA | CRD 153256 |
| CORE INDUSTRIAL PARTNERS, LLC → | RIA / FO | $1.8B | CHICAGO, IL | CRD 293334 |
| SLOY, DAHL & HOLST, LLC → | RIA / FO | $1.8B | VANCOUVER, WA | CRD 110102 |
| YOUNG RICHARD C & CO LTD → | RIA / FO | $1.8B | NEWPORT, RI | CRD 105866 |
| NEEDHAM INVESTMENT MANAGEMENT, LLC → | RIA / FO | $1.8B | NEW YORK, NY | CRD 106783 |
| LGT WEALTH MANAGEMENT US LIMITED → | RIA / FO | $1.8B | LONDON | CRD 164190 |
| SUMMIT FINANCIAL WEALTH ADVISORS → | RIA / FO | $1.8B | LAFAYETTE, LA | CRD 171278 |
| ALTFEST PERSONAL WEALTH MANAGEMENT → | RIA / FO | $1.8B | NEW YORK, NY | CRD 110130 |
| U.S. BANCORP ADVISORS, LLC → | RIA / FO | $1.8B | SAINT PAUL, MN | CRD 14455 |
| TENSILE CAPITAL MANAGEMENT LP → | RIA / FO | $1.8B | LARKSPUR, CA | CRD 164161 |
| SAFFORD NICHOLAS H & CO INC → | RIA / FO | $1.8B | ROCKPORT, MA | CRD 104740 |
| HOISINGTON INVESTMENT MANAGEMENT CO → | RIA / FO | $1.8B | AUSTIN, TX | CRD 107710 |
| EOS REAL ESTATE INVESTORS LLC → | RIA / FO | $1.8B | NEW YORK, NY | CRD 290205 |
| MORGAN CREEK CAPITAL MANAGEMENT, LLC → | RIA / FO | $1.8B | CHAPEL HILL, NC | CRD 138401 |
| BLUEPRINT CAPITAL ADVISORS LLC → | RIA / FO | $1.8B | SHORT HILLS, NJ | CRD 282327 |
| MITCHELL SINKLER & STARR → | RIA / FO | $1.8B | PHILADELPHIA, PA | CRD 106460 |
| METROPOLITAN PARTNERS GROUP MANAGEMENT, LLC → | RIA / FO | $1.8B | NEW YORK, NY | CRD 289048 |
| MONOGRAM CAPITAL MANAGEMENT, L.P. → | RIA / FO | $1.8B | BEVERLY HILLS, CA | CRD 290197 |
| QVT FINANCIAL LP → | RIA / FO | $1.8B | NEW YORK, NY | CRD 156508 |
| GOVERNORS LANE LP → | RIA / FO | $1.8B | NEW YORK, NY | CRD 213511 |
| PARKWOODS WEALTH PARTNERS, LLC → | RIA / FO | $1.8B | CLAYTON, MO | CRD 331565 |
| NBC SECURITIES, INC. → | RIA / FO | $1.8B | BIRMINGHAM, AL | CRD 17870 |
| AQUARIAN HOLDINGS MANAGEMENT LLC → | RIA / FO | $1.8B | NEW YORK, NY | CRD 293116 |
| TFC FINANCIAL MANAGEMENT INC → | RIA / FO | $1.8B | BOSTON, MA | CRD 105062 |
| NONANTUM CAPITAL PARTNERS → | RIA / FO | $1.8B | BOSTON, MA | CRD 293803 |
| BITTERROOT CAPITAL ADVISORS LLC → | RIA / FO | $1.8B | BOZEMAN, MT | CRD 109088 |
| ALTA PARK CAPITAL, LP → | RIA / FO | $1.8B | SAN FRANCISCO, CA | CRD 169422 |
| HEALTHQUEST CAPITAL MANAGEMENT, L.P. → | RIA / FO | $1.8B | AUSTIN, TX | CRD 296583 |
| AEGIS CAPITAL CORP. → | RIA / FO | $1.8B | NEW YORK, NY | CRD 15007 |
| GREAT POINT PARTNERS, LLC → | RIA / FO | $1.8B | GREENWICH, CT | CRD 158423 |
| AUXANO ADVISORS → | RIA / FO | $1.8B | BELLEVUE, WA | CRD 145179 |
| OAK ASSOCIATES LTD → | RIA / FO | $1.8B | AKRON, OH | CRD 108874 |
| ANDALUSIAN PRIVATE CAPITAL, LP → | RIA / FO | $1.8B | NEW YORK, NY | CRD 313032 |
| VISTA CREDIT BDC MANAGEMENT, L.P. → | RIA / FO | $1.8B | NEW YORK, NY | CRD 326611 |
| REGENT PROPERTIES → | RIA / FO | $1.8B | LOS ANGELES, CA | CRD 309360 |
| MAINLINE WEST FUND MANAGER LLC → | RIA / FO | $1.8B | DENVER, CO | CRD 147532 |
| LINDEN THOMAS ADVISORY SERVICES, LLC → | RIA / FO | $1.8B | CHARLOTTE, NC | CRD 288557 |
| ALIGNED CLIMATE CAPITAL LLC → | RIA / FO | $1.8B | NEW YORK, NY | CRD 304716 |
| CAHILL FINANCIAL ADVISORS, INC. → | RIA / FO | $1.8B | EDINA, MN | CRD 109890 |
| MARCO INVESTMENT MANAGEMENT LLC → | RIA / FO | $1.8B | ATLANTA, GA | CRD 108170 |
| STYRAX CAPITAL LP → | RIA / FO | $1.8B | NEW YORK, NY | CRD 318435 |
| GREENWOOD CAPITAL ASSOCIATES, LLC → | RIA / FO | $1.8B | GREENWOOD, SC | CRD 115015 |
| KAISER PARTNER FINANCIAL ADVISORS LTD. → | RIA / FO | $1.8B | ZÜRICH | CRD 149431 |
| CALIBER WEALTH MANAGEMENT, LLC → | RIA / FO | $1.8B | OVERLAND PARK, KS | CRD 331165 |