Firm directory

Registered investment advisers, page 10 of 28

Firms 451 to 500 of 1363, ordered by regulatory assets under management as reported on each firm's Form ADV.

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1,363 firms listed

Firm	Headquarters	Regulatory AUM	Advisory staff	Clients
Stepstone Group Europe Alternative Investments LimitedCRD 284947	Dublin	$47.29B	43	115
Equitable AdvisorsCRD 6627	New York, NY	$47.26B	4,664	76,027
Marquette AssociatesCRD 21572	Chicago, IL	$47.06B	64	348
Francisco Partners ManagementCRD 160272	San Francisco, CA	$47.05B	93	52
Bessemer Investment ManagementCRD 112215	New York, NY	$47.00B	45	11
Pine River Capital ManagementCRD 133720	Minnetonka, MN	$46.87B	14	7
Canso Investment CounselCRD 336447	Richmond Hill, Ontario	$46.65B	34	105
Davidson Kempner Capital ManagementCRD 155680	New York, NY	$46.63B	175	95
NLG CapitalCRD 109396	Montpelier, VT	$46.55B	48	10
New Mountain CapitalCRD 161394	New York, NY	$46.41B	154	14
Silver Point CapitalCRD 157738	Greenwich, CT	$46.23B	117	58
Concord Advisory GroupCRD 107291	Princeton, NJ	$46.19B	12	204
Blue Owl Credit Private Fund AdvisorsCRD 297506	New York, NY	$46.06B	250	154
Sali Fund ManagementCRD 124235	Austin, TX	$45.99B	5	246
Canterbury ConsultingCRD 22875	Newport Beach, CA	$45.88B	25	172
Tidal InvestmentsCRD 164201	Milwaukee, WI	$45.83B	50	343
General Catalyst Group ManagementCRD 162548	Cambridge, MA	$45.50B	68	49
Chandler Asset ManagementCRD 107287	San Diego, CA	$45.31B	20	259
EP Wealth AdvisorsCRD 111147	Torrance, CA	$45.15B	320	20,738
Chevy Chase TrustCRD 110742	Bethesda, MD	$44.93B	42	1,245
Meag New YorkCRD 321962	New York, NY	$44.87B	27	47
Cifc Asset ManagementCRD 159172	Miami, FL	$44.58B	89	150
Sands Capital ManagementCRD 137610	Arlington, VA	$44.30B	66	269
Ifm Investors (us) AdvisorCRD 146366	New York, NY	$44.16B	66	14
Panagora Asset ManagementCRD 105201	Boston, MA	$44.13B	44	99
Blackstone Alternative Credit AdvisorsCRD 137519	New York, NY	$44.11B	443	136
Calamos AdvisorsCRD 105758	Naperville, IL	$43.89B	114	1,957
Apogem CapitalCRD 309234	New York, NY	$43.82B	127	144
Aristotle Capital ManagementCRD 109876	Los Angeles, CA	$43.54B	18	5,167
Element Capital ManagementCRD 160309	New York, NY	$43.43B	30	5
Polar CapitalCRD 136133	London	$43.26B	56	35
Newedge AdvisorsCRD 171351	New Orleans, LA	$43.21B	515	49,898
Wells Fargo Investment InstituteCRD 133204	Charlotte, NC	$43.00B	143	12,216
Jasper Ridge PartnersCRD 144401	Fort Worth, TX	$42.95B	36	67
Vinva Investment Management LimitedCRD 334058	Sydney, NSW	$42.90B	15	34
Graham Capital ManagementCRD 160925	Rowayton, CT	$42.87B	98	35
Pacific Life Fund AdvisorsCRD 105169	Newport Beach, CA	$42.81B	19	3
Cinven LimitedCRD 323818	London	$42.71B	100	23
Earnest PartnersCRD 107926	Atlanta, GA	$42.61B	16	7,415
Franklin Mutual AdvisersCRD 111376	Short Hills, NJ	$42.59B	37	62
Lido AdvisorsCRD 269866	Los Angeles, CA	$42.50B	235	13,800
Ascension Investment ManagementCRD 159767	ST. Louis, MO	$42.41B	12	8
Newton Investment ManagementCRD 111208	London	$42.39B	47	99
T.rowe Price Hong Kong LimitedCRD 155827	Central	$42.34B	59	73
Penn Mutual Asset ManagementCRD 107518	Conshohocken, PA	$42.29B	30	35
Sunamerica Asset ManagementCRD 107338	New York, NY	$42.16B	8	73
Summit PartnersCRD 135271	Boston, MA	$42.01B	118	87
CallanCRD 107687	San Francisco, CA	$41.94B	164	737
Pacer AdvisorsCRD 137381	Malvern, PA	$41.84B	5	71
D.A. Davidson &CRD 199	Great Falls, MT	$41.84B	410	70,118

Stepstone Group Europe Alternative Investments LimitedCRD 284947$47.29B

Headquarters: Dublin
Advisory staff: 43
Clients: 115

Equitable AdvisorsCRD 6627$47.26B

Headquarters: New York, NY
Advisory staff: 4,664
Clients: 76,027

Marquette AssociatesCRD 21572$47.06B

Headquarters: Chicago, IL
Advisory staff: 64
Clients: 348

Francisco Partners ManagementCRD 160272$47.05B

Headquarters: San Francisco, CA
Advisory staff: 93
Clients: 52

Bessemer Investment ManagementCRD 112215$47.00B

Headquarters: New York, NY
Advisory staff: 45
Clients: 11

Pine River Capital ManagementCRD 133720$46.87B

Headquarters: Minnetonka, MN
Advisory staff: 14
Clients: 7

Canso Investment CounselCRD 336447$46.65B

Headquarters: Richmond Hill, Ontario
Advisory staff: 34
Clients: 105

Davidson Kempner Capital ManagementCRD 155680$46.63B

Headquarters: New York, NY
Advisory staff: 175
Clients: 95

NLG CapitalCRD 109396$46.55B

Headquarters: Montpelier, VT
Advisory staff: 48
Clients: 10

New Mountain CapitalCRD 161394$46.41B

Headquarters: New York, NY
Advisory staff: 154
Clients: 14

Silver Point CapitalCRD 157738$46.23B

Headquarters: Greenwich, CT
Advisory staff: 117
Clients: 58

Concord Advisory GroupCRD 107291$46.19B

Headquarters: Princeton, NJ
Advisory staff: 12
Clients: 204

Blue Owl Credit Private Fund AdvisorsCRD 297506$46.06B

Headquarters: New York, NY
Advisory staff: 250
Clients: 154

Sali Fund ManagementCRD 124235$45.99B

Headquarters: Austin, TX
Advisory staff: 5
Clients: 246

Canterbury ConsultingCRD 22875$45.88B

Headquarters: Newport Beach, CA
Advisory staff: 25
Clients: 172

Tidal InvestmentsCRD 164201$45.83B

Headquarters: Milwaukee, WI
Advisory staff: 50
Clients: 343

General Catalyst Group ManagementCRD 162548$45.50B

Headquarters: Cambridge, MA
Advisory staff: 68
Clients: 49

Chandler Asset ManagementCRD 107287$45.31B

Headquarters: San Diego, CA
Advisory staff: 20
Clients: 259

EP Wealth AdvisorsCRD 111147$45.15B

Headquarters: Torrance, CA
Advisory staff: 320
Clients: 20,738

Chevy Chase TrustCRD 110742$44.93B

Headquarters: Bethesda, MD
Advisory staff: 42
Clients: 1,245

Meag New YorkCRD 321962$44.87B

Headquarters: New York, NY
Advisory staff: 27
Clients: 47

Cifc Asset ManagementCRD 159172$44.58B

Headquarters: Miami, FL
Advisory staff: 89
Clients: 150

Sands Capital ManagementCRD 137610$44.30B

Headquarters: Arlington, VA
Advisory staff: 66
Clients: 269

Ifm Investors (us) AdvisorCRD 146366$44.16B

Headquarters: New York, NY
Advisory staff: 66
Clients: 14

Panagora Asset ManagementCRD 105201$44.13B

Headquarters: Boston, MA
Advisory staff: 44
Clients: 99

Blackstone Alternative Credit AdvisorsCRD 137519$44.11B

Headquarters: New York, NY
Advisory staff: 443
Clients: 136

Calamos AdvisorsCRD 105758$43.89B

Headquarters: Naperville, IL
Advisory staff: 114
Clients: 1,957

Apogem CapitalCRD 309234$43.82B

Headquarters: New York, NY
Advisory staff: 127
Clients: 144

Aristotle Capital ManagementCRD 109876$43.54B

Headquarters: Los Angeles, CA
Advisory staff: 18
Clients: 5,167

Element Capital ManagementCRD 160309$43.43B

Headquarters: New York, NY
Advisory staff: 30
Clients: 5

Polar CapitalCRD 136133$43.26B

Headquarters: London
Advisory staff: 56
Clients: 35

Newedge AdvisorsCRD 171351$43.21B

Headquarters: New Orleans, LA
Advisory staff: 515
Clients: 49,898

Wells Fargo Investment InstituteCRD 133204$43.00B

Headquarters: Charlotte, NC
Advisory staff: 143
Clients: 12,216

Jasper Ridge PartnersCRD 144401$42.95B

Headquarters: Fort Worth, TX
Advisory staff: 36
Clients: 67

Vinva Investment Management LimitedCRD 334058$42.90B

Headquarters: Sydney, NSW
Advisory staff: 15
Clients: 34

Graham Capital ManagementCRD 160925$42.87B

Headquarters: Rowayton, CT
Advisory staff: 98
Clients: 35

Pacific Life Fund AdvisorsCRD 105169$42.81B

Headquarters: Newport Beach, CA
Advisory staff: 19
Clients: 3

Cinven LimitedCRD 323818$42.71B

Headquarters: London
Advisory staff: 100
Clients: 23

Earnest PartnersCRD 107926$42.61B

Headquarters: Atlanta, GA
Advisory staff: 16
Clients: 7,415

Franklin Mutual AdvisersCRD 111376$42.59B

Headquarters: Short Hills, NJ
Advisory staff: 37
Clients: 62

Lido AdvisorsCRD 269866$42.50B

Headquarters: Los Angeles, CA
Advisory staff: 235
Clients: 13,800

Ascension Investment ManagementCRD 159767$42.41B

Headquarters: ST. Louis, MO
Advisory staff: 12
Clients: 8

Newton Investment ManagementCRD 111208$42.39B

Headquarters: London
Advisory staff: 47
Clients: 99

T.rowe Price Hong Kong LimitedCRD 155827$42.34B

Headquarters: Central
Advisory staff: 59
Clients: 73

Penn Mutual Asset ManagementCRD 107518$42.29B

Headquarters: Conshohocken, PA
Advisory staff: 30
Clients: 35

Sunamerica Asset ManagementCRD 107338$42.16B

Headquarters: New York, NY
Advisory staff: 8
Clients: 73

Summit PartnersCRD 135271$42.01B

Headquarters: Boston, MA
Advisory staff: 118
Clients: 87

CallanCRD 107687$41.94B

Headquarters: San Francisco, CA
Advisory staff: 164
Clients: 737

Pacer AdvisorsCRD 137381$41.84B

Headquarters: Malvern, PA
Advisory staff: 5
Clients: 71

D.A. Davidson &CRD 199$41.84B

Headquarters: Great Falls, MT
Advisory staff: 410
Clients: 70,118

Figures are from each firm's most recent Form ADV and are dated on its profile. Listing here is a matter of public record, not a recommendation.

About this list

This is one page of the directory, 50 firms at a time, ordered by the regulatory assets each firm reports in Item 5.F of its Form ADV. Order is a filed figure, not a ranking: a larger firm is not a better one.

Every firm is also reachable by state, by city and by custodian, and through search. Each profile restates one firm's filings with the figures as filed, the date of the filing, and a link to the document on the SEC's own site.