SEC-registered investment advisers in South Bend
4 SEC-registered investment advisers are headquartered in South Bend, IN, with $3.37B in combined regulatory assets under management. 2 are financial advisor firms; the rest are broker-dealers, other kinds of wealth firm, or fund and institutional managers.
- 4
- Investment advisers
- $3.37B
- Combined regulatory AUM
- 2
- Financial advisor firms
All 4 advisers
By regulatory assets under management.
| Firm | Type | Regulatory AUM |
|---|---|---|
| Ceres Partners | Private funds | $1.96B |
| Walter & Keenan Wealth Management | RIA | $983M |
| Gap Asset Management | Private funds | $287M |
| Kestrel Wealth Management | RIA | $144M |
South Bend at a glance
Advisers headquartered here, by type
4
advisers
- Financial advisor firms (RIAs)$1.13B regulatory AUM2 (50%)
- Private fund managers$2.24B regulatory AUM2 (50%)
Other cities in Indiana
- Indianapolis46
- Carmel22
- Fort Wayne13
- Bloomington5
- Columbus4
- Fishers4
- Evansville3
- Greenwood3
- Kokomo3
- Zionsville3
- Auburn2
- Lafayette2