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 6201–6300 (page 63 of 88)

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