Firms by city
Registered investment advisers in New Haven, CT
2 SEC-registered advisers headquartered in New Haven, listed by regulatory assets under management as reported on Form ADV.
2 firms listed
| Firm | Headquarters | Regulatory AUM | Advisory staff | Clients |
|---|---|---|---|---|
| Knights of Columbus Asset AdvisorsCRD 174129 | New Haven, CT | $30.51B | 233 | 6,094 |
| Great Mountain PartnersCRD 309528 | New Haven, CT | $14.11B | 10 | 11 |
Knights of Columbus Asset AdvisorsCRD 174129$30.51B
- Headquarters
- New Haven, CT
- Advisory staff
- 233
- Clients
- 6,094
Great Mountain PartnersCRD 309528$14.11B
- Headquarters
- New Haven, CT
- Advisory staff
- 10
- Clients
- 11
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
A firm appears here when it reports its principal office in New Haven on Form ADV Part 1A. Many advisers serve clients well beyond the city they are based in, and a firm headquartered elsewhere may still have an office here; see every firm with an office in Connecticut.
Figures come from each firm's own filings on the dates shown on its profile. This list is a restatement of public records, not a rating or a recommendation.