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 62016300 (page 63 of 88)

EntityTypeAUMLocationAnchor
Platt Investment Counsel, LLC13F managerCIK 1859195
Platt Wealth Management LLC13F managerCIK 2109497
PLIMOTH TRUST CO LLC13F managerCIK 1623678
Plotkin Financial Advisors, LLC13F managerCIK 1826394
Plum Street Advisors, LLC13F managerCIK 2068236
Plus Group Wealth Advisors LLC13F managerCIK 2109515
PLUSTICK MANAGEMENT LLC13F managerCIK 1643351
PMC FIG Opportunities LLC13F managerCIK 1899896
PMG Family Office LLC13F managerCIK 2102299
PMG Wealth Management, Inc.13F managerCIK 2052904
PMV Capital Advisers, LLC13F managerCIK 1980695
PNC FINANCIAL SERVICES GROUP, INC.13F managerCIK 713676
Poehling Capital Management, INC.13F managerCIK 1730815
POINCIANA ADVISORS GROUP, LLC13F managerCIK 2054543
Point Break Capital Management, LLC13F managerCIK 1631943
Point Nemo Capital, LLC13F managerCIK 1988307
Point Windward Advisors Inc.13F managerCIK 1356202
Point72 Asset Management, L.P.13F managerCIK 1603466
Point72 Private Investments, LLC13F managerCIK 1954961
Pointe Capital Management LLC13F managerCIK 1640335
PointState Capital LP13F managerCIK 1509842
Polar Asset Management Partners Inc.13F managerCIK 1326389
Polar Capital Holdings Plc13F managerCIK 1837309
Polaris Capital Management, LLC13F managerCIK 1316926
Polaris Investment Advisors, LLC13F managerCIK 2103332
POLEN CAPITAL MANAGEMENT LLC13F managerCIK 1034524
Polianta Ltd13F managerCIK 1695214
Police & Firemen's Retirement System of New Jersey13F managerCIK 2040686
Politan Capital Management LP13F managerCIK 1885245
Polunin Capital Partners Ltd13F managerCIK 1629869
Polymer Capital Management (HK) LTD13F managerCIK 1970465
Polymer Capital Management (US) LLC13F managerCIK 1973324
POM Investment Strategies, LLC13F managerCIK 1906322
Ponta Wealth Partners, LLC13F managerCIK 2107740
Port Capital LLC13F managerCIK 1729212
Porter White Investment Advisors, Inc.13F managerCIK 1612457
Portfolio Design Labs, LLC13F managerCIK 2010278
Portfolio Resources Advisor Group, Inc.13F managerCIK 2038285
Portfolio Strategies, Inc.13F managerCIK 1753271
Portland Financial Advisors Inc13F managerCIK 2054942
Portland Global Advisors LLC13F managerCIK 1504941
PORTLAND INVESTMENT COUNSEL INC.13F managerCIK 1081668
Portman Square Capital LLP13F managerCIK 1966898
Portolan Capital Management, LLC13F managerCIK 1350290
Portside Wealth Group, LLC13F managerCIK 1978608
Portus Wealth Advisors, LLC13F managerCIK 2097516
Positano Wealth Management Ltd13F managerCIK 2137428
Post Oak Energy Holdings, LLC13F managerCIK 1911838
Post Resch Tallon Group Inc.13F managerCIK 2054476
POSTROCK PARTNERS LLC13F managerCIK 2053668
POTENTIA WEALTH13F managerCIK 2052308
Potomac Capital Management, Inc.13F managerCIK 1418746
POTOMAC FUND MANAGEMENT INC /ADV13F managerCIK 826000
Potrero Capital Research LLC13F managerCIK 1536630
Powell Investment Advisors, LLC13F managerCIK 1802195
Power Alpha Investment Ltd13F managerCIK 2014593
Power Corp of Canada13F managerCIK 801166
POWER WEALTH MANAGEMENT LLC13F managerCIK 2001039
Powerhouse Assets LLC13F managerCIK 1564396
Powers Advisory Group, LLC13F managerCIK 1927474
Powers Capital, LLC13F managerCIK 2056287
Powszechne Towarzystwo Emerytalne Allianz Polska S.A.13F managerCIK 2053628
PPM AMERICA INC/IL13F managerCIK 898417
PPS&V ASSET MANAGEMENT CONSULTANTS, INC.13F managerCIK 1936380
PPSC Investment Service Corp13F managerCIK 1964389
Praesidium Investment Management Company, LLC13F managerCIK 1320769
Praetorian PR LLC13F managerCIK 1949877
Praetorian Wealth Management, Inc.13F managerCIK 1818940
PRAGMA GESTAO DE PATRIMONIO LTD13F managerCIK 1555512
Prairie Wealth Advisors, Inc.13F managerCIK 2022783
PRAIRIEVIEW WEALTH PARTNERS, LLC13F managerCIK 2011194
Prairiewood Capital, LLC13F managerCIK 1839695
Prana Capital Management, LP13F managerCIK 1710951
Prasad Wealth Partners, LLC13F managerCIK 2048885
Praxis Capital Management LLC13F managerCIK 1791253
PRAXIS INVESTMENT MANAGEMENT INC13F managerCIK 1056825
PRECEDENT WEALTH PARTNERS, LLC13F managerCIK 2008666
Precision Wealth Strategies, LLC13F managerCIK 1844197
PRELUDE CAPITAL MANAGEMENT, LLC13F managerCIK 1387508
Premier Financial Group13F managerCIK 1989061
Premier Fund Managers Ltd13F managerCIK 1673907
Premier Path Wealth Partners, LLC13F managerCIK 1999925
Premier Private Wealth Management LLC13F managerCIK 2056550
Premier Wealth Management W.L.L.13F managerCIK 2109952
Prentice Capital Management, LP13F managerCIK 1326150
Prentice Wealth Management LLC13F managerCIK 1864229
PRENTISS SMITH & CO INC13F managerCIK 1134687
Prepared Retirement Institute LLC13F managerCIK 2056037
Prescott General Partners LLC13F managerCIK 1538653
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C.13F managerCIK 1166152
Presidio Capital Management, LLC13F managerCIK 1931750
PRESILIUM PRIVATE WEALTH, LLC13F managerCIK 1939831
Presima Securities ULC13F managerCIK 1399360
Presper Financial Architects, LLC13F managerCIK 2066674
Prestige Wealth Management Group LLC13F managerCIK 1772715
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC13F managerCIK 1989941
Prevatt Capital Ltd13F managerCIK 2009520
Price Capital Management, Inc.13F managerCIK 1633624
Price Financial Group Wealth Management, Inc13F managerCIK 2107127
PRICE T ROWE ASSOCIATES INC /MD/13F managerCIK 80255
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