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

8,796 matches · showing 6001–6100 (page 61 of 88)

EntityTypeAUMLocationAnchor
PCG Wealth Advisors, LLC →13F manager––CIK 1905393
PCJ Investment Counsel Ltd. →13F manager––CIK 1426318
PCM Encore, LLC →13F manager––CIK 2109846
PDS Planning, Inc →13F manager––CIK 838618
PDT Partners, LLC →13F manager––CIK 1564702
Peachtree Investment Partners, LLC →13F manager––CIK 1743863
Peak Asset Management, LLC →13F manager––CIK 1632512
PEAK FINANCIAL ADVISORS LLC →13F manager––CIK 1843309
Peak Financial Management, Inc. →13F manager––CIK 1669662
Peak Planning Group, LLC →13F manager––CIK 2097384
Peak Retirement Planning, Inc. →13F manager––CIK 2056697
Peak Wealth Management LLC →13F manager––CIK 2094948
Peak XV Partners Operations LLC →13F manager––CIK 1886840
PEAK6 LLC →13F manager––CIK 1389958
PeakShares LLC →13F manager––CIK 2113507
PEAPACK GLADSTONE FINANCIAL CORP →13F manager––CIK 1050743
Peapod Lane Capital LLC →13F manager––CIK 2050979
Pearl Planning LLC →13F manager––CIK 2100519
PEAVINE CAPITAL, LLC →13F manager––CIK 1594540
PECAUT & CO. →13F manager––CIK 1597200
Peck Wealth Management, LLC →13F manager––CIK 2135125
PECONIC PARTNERS LLC →13F manager––CIK 1050464
PEDDOCK CAPITAL ADVISORS, LLC →13F manager––CIK 1597843
Pegasus Asset Management, Inc. →13F manager––CIK 1729049
Peirce Capital Management, LLC →13F manager––CIK 2008166
Pekao Towarzystwo Funduszy Inwestycyjnych S.A. →13F manager––CIK 2104543
Pekin Hardy Strauss, Inc. →13F manager––CIK 1020317
Pelham Capital Ltd. →13F manager––CIK 1654111
Peloton Wealth Strategists →13F manager––CIK 1080132
Pembroke Management, LTD →13F manager––CIK 1063497
Penbrook Management LLC →13F manager––CIK 1381055
PenderFund Capital Management Ltd. →13F manager––CIK 1706164
PENINSULA ASSET MANAGEMENT INC →13F manager––CIK 1091923
Penn Capital Management Company, LLC →13F manager––CIK 1158202
PENN DAVIS MCFARLAND INC →13F manager––CIK 1108893
Penn Mutual Asset Management →13F manager––CIK 855702
Pennant Investors, LP →13F manager––CIK 1759176
Pennant Select, LLC →13F manager––CIK 2011563
PENNEY FINANCIAL, LLC →13F manager––CIK 2049857
PENNINGTON PARTNERS & CO., LLC →13F manager––CIK 1779355
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV →13F manager––CIK 1004140
Pennsylvania State University →13F manager––CIK 2134719
Penobscot Investment Management Company, Inc. →13F manager––CIK 1394866
PENOBSCOT WEALTH MANAGEMENT →13F manager––CIK 1875768
Penserra Capital Management LLC →13F manager––CIK 1593324
Pensionfund PDN →13F manager––CIK 1297731
Pensionfund Sabic →13F manager––CIK 1637246
Pentwater Capital Management LP →13F manager––CIK 1425851
PEOPLES BANK /OH →13F manager––CIK 934866
Peoples Bank/KS →13F manager––CIK 1998269
PEOPLES FINANCIAL SERVICES CORP. →13F manager––CIK 1056943
Per Stirling Capital Management, LLC. →13F manager––CIK 1689933
Perbak Capital Partners LLP →13F manager––CIK 1968437
PERCEPTIVE ADVISORS LLC →13F manager––CIK 1224962
Peregrine Asset Advisers, Inc. →13F manager––CIK 1535227
PEREGRINE CAPITAL MANAGEMENT LLC →13F manager––CIK 764529
PEREGRINE INVESTMENT MANAGEMENT INC →13F manager––CIK 2053303
Perennial Advisors, LLC →13F manager––CIK 1697360
Perennial Investment Advisors, LLC →13F manager––CIK 1801523
Performa Ltd (US), LLC →13F manager––CIK 1650303
Performance Wealth Partners, LLC →13F manager––CIK 1908765
Perigon Wealth Management, LLC →13F manager––CIK 1575239
PERISCOPE CAPITAL INC. →13F manager––CIK 1695320
Perissos Private Wealth Management, LLC →13F manager––CIK 2023071
PERKINS CAPITAL MANAGEMENT INC →13F manager––CIK 884300
Perkins Coie Trust Co →13F manager––CIK 1513038
Permanens Capital L.P. →13F manager––CIK 1599637
Permanent Capital Management, LP →13F manager––CIK 2054108
Permian Investment Partners, LP →13F manager––CIK 1472850
Permira Holdings LTD →13F manager––CIK 1337150
Permit Capital, LLC →13F manager––CIK 1313978
Perpetual Ltd →13F manager––CIK 1647273
PERRY CREEK CAPITAL LP →13F manager––CIK 1769704
PERRYMAN FINANCIAL ADVISORY INC /AD →13F manager––CIK 934040
Perseverance Asset Management International →13F manager––CIK 1802695
Pershing Square Capital Management, L.P. →13F manager––CIK 1336528
PERSHING SQUARE INC. →13F manager––CIK 2026053
Persistent Asset Partners Ltd →13F manager––CIK 2056052
Persium Advisors, LLC →13F manager––CIK 2033683
PERSONAL CFO SOLUTIONS, LLC →13F manager––CIK 1677501
PERSPECTIVE WEALTH ADVISORS LLC →13F manager––CIK 2080427
Pertento Partners LLP →13F manager––CIK 1894571
Petersen Hastings Wealth Advisors Inc. →13F manager––CIK 2109614
Peterson Wealth Advisors, LLC →13F manager––CIK 1713558
PETERSON WEALTH MANAGEMENT →13F manager––CIK 1785144
Peterson Wealth Services →13F manager––CIK 1906799
Petiole USA ltd →13F manager––CIK 1600202
Petix & Botte Co →13F manager––CIK 1803255
PETRA FINANCIAL ADVISORS INC →13F manager––CIK 1971427
PETREDIS INVESTMENT ADVISORS LLC →13F manager––CIK 1964544
Petros Family Wealth, LLC →13F manager––CIK 2004963
Petrus Trust Company, LTA →13F manager––CIK 1473429
Pettee Investors, Inc. →13F manager––CIK 1596901
Pettinga Financial Advisors LLC →13F manager––CIK 1694592
PETTYJOHN, WOOD & WHITE, INC →13F manager––CIK 1128213
PFA Pension, Forsikringsaktieselskab →13F manager––CIK 1730073
PFC CAPITAL GROUP, INC. →13F manager––CIK 2010374
PFG Advisors →13F manager––CIK 1694435
PFG Investments, LLC →13F manager––CIK 1973224
PFG Private Wealth Management, LLC →13F manager––CIK 1799957
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