Firms by city
Registered investment advisers in Providence, RI
2 SEC-registered advisers headquartered in Providence, listed by regulatory assets under management as reported on Form ADV.
2 firms listed
| Firm | Headquarters | Regulatory AUM | Advisory staff | Clients |
|---|---|---|---|---|
| Providence Equity PartnersCRD 155678 | Providence, RI | $24.12B | 51 | 41 |
| Nautic PartnersCRD 159822 | Providence, RI | $13.97B | 45 | 18 |
Providence Equity PartnersCRD 155678$24.12B
- Headquarters
- Providence, RI
- Advisory staff
- 51
- Clients
- 41
Nautic PartnersCRD 159822$13.97B
- Headquarters
- Providence, RI
- Advisory staff
- 45
- Clients
- 18
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 Providence 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 Rhode Island.
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.