Skip to the page
Get started free

Data / Investment advisers / Connecticut / Stamford

Investment advisers in Stamford, CT: 129 firms, $859 billion in AUM

129 investment advisers have their main office in Stamford, Connecticut: 113 SEC registered and 16 exempt reporting. The registered advisers report $859 billion in regulatory assets under management in the SEC's Form ADV file of November 2, 2026, and the largest is Point72 Asset Management, L.P. with $274 billion.

SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.

Get advisers in StamfordGet private fund advisers in StamfordWatch new advisers in Connecticut
  • 129Advisers
  • 113SEC registered
  • 16Exempt reporting
  • $859 billionTotal AUM
  • 110Advisers over $100 million
  • 101Manage private funds
  • November 2, 2026File date

Largest advisers by AUM

Ranked by regulatory AUM, then by private funds. Each row links to the firm page where it has one, and to its SEC record.

AdviserCityAUMAccountsEmployeesPrivate fundsPhoneWebsiteSource
Point72 Asset Management, L.P.Stamford$274.10 billion193,34518(203) 890-2000adviserinfo.sec.gov
Tudor Investment CorporationStamford$106.84 billion2248310(203) 863-6700tudor.comadviserinfo.sec.gov
Viking Global Investors LPStamford$78.20 billion2127415(203) 863-5000vikingglobal.comadviserinfo.sec.gov
Hudson Bay Capital Management LPStamford$40.71 billion741811(475) 900-9550hudsonbaycapital.comadviserinfo.sec.gov
Steward Partners Investment Advisory, LLCStamford$36.73 billion72,273549Not listed(866) 694-7769freedomstreetpartners.stewardpartners.comadviserinfo.sec.gov
Hildene Capital ManagementStamford$20.18 billion883374(203) 517-2500hildenecdo.comadviserinfo.sec.gov
New Edge WealthStamford$19.93 billion19,593211Not listed(203) 424-2262adviserinfo.sec.gov
O'shaughnessy Asset Management, LLCStamford$19.78 billion11,156103Not listed(203) 975-3333canvas.osam.comadviserinfo.sec.gov
Spectrum Asset Management, Inc.Stamford$18.30 billion74271(203) 322-0189samipfd.comadviserinfo.sec.gov
Amg Funds LLCStamford$18.25 billion599Not listed(203) 299-3500amgfunds.comadviserinfo.sec.gov
Sustainable Growth Advisers, LPStamford$16.66 billion6633Not listed(203) 348-4742adviserinfo.sec.gov
Trexquant Investment LPStamford$13.48 billion91672(203) 817-0551trexquant.comadviserinfo.sec.gov
Altrinsic Global Advisors, LLCStamford$12.22 billion30343(203) 661-0030altrinsic.comadviserinfo.sec.gov
Abs Global InvestmentsStamford$10.48 billion2147111(203) 618-3700adviserinfo.sec.gov
Olympus Advisors, LLCStamford$9.25 billion122412(203) 353-5900olympuspartners.comadviserinfo.sec.gov
Hardman Johnston Global Advisors LLCStamford$8.77 billion263278(203) 324-4722hardmanjohnston.comadviserinfo.sec.gov
Chilton Investment Services, LLCStamford$8.15 billion2,2477011(203) 352-4000chiltontrustcompany.comadviserinfo.sec.gov
Arbour Lane Capital Management LPStamford$7.30 billion15305(212) 231-8763arbourlanecapital.comadviserinfo.sec.gov
Tweedy, Browne Company LLCStamford$7.13 billion222397(203) 703-0600tweedy.comadviserinfo.sec.gov
K2/D&S Management Co., L.L.C.Stamford$6.53 billion723029(203) 348-5252k2advisors.comadviserinfo.sec.gov
First ReserveStamford$6.31 billion253825(203) 661-6601adviserinfo.sec.gov
Northcoast Asset Management LLCStamford$4.97 billion7,12245Not listed(203) 532-7000adviserinfo.sec.gov
MC Credit Partners LPStamford$4.94 billion183724(203) 989-9700adviserinfo.sec.gov
Shelter Growth Capital Partners LLCStamford$4.66 billion40498(203) 355-6100adviserinfo.sec.gov
Sandbrook Capital Management LPStamford$4.58 billion172917(475) 268-1450adviserinfo.sec.gov
H/2 Capital PartnersStamford$4.52 billion6186(203) 569-4000adviserinfo.sec.gov
Hudson Structured Capital Management LTD.Stamford$4.03 billion453816(203) 975-4850hscm.comadviserinfo.sec.gov
Clinton Investment Management, LLCStamford$3.91 billion2,14614Not listed(203) 276-6246clintoninvestment.comadviserinfo.sec.gov
Braidwell LPStamford$3.63 billion133212(866) 453-3929braidwell.comadviserinfo.sec.gov
Proprium Capital Partners, L.P.Stamford$3.36 billion10359(203) 883-0355adviserinfo.sec.gov
Warwick Capital Partners (US) LPStamford$3.34 billion9112(475) 977-9021warwickcap.comadviserinfo.sec.gov
Avesi Partners LLCStamford$3.15 billion6256(475) 333-3470avesipartners.comadviserinfo.sec.gov
Concentric Capital Strategies L.P.Stamford$3.11 billion9112(203) 718-5611adviserinfo.sec.gov
Jadian Capital, LPStamford$3.04 billion432319(212) 503-5900adviserinfo.sec.gov
Basso Capital Management, L.P.Stamford$2.56 billion115121(203) 352-6100bassocap.comadviserinfo.sec.gov
Discerene Group LPStamford$2.53 billion121110(203) 724-9961discerene.comadviserinfo.sec.gov
RZH Advisors LLCStamford$2.45 billion1,69811Not listed(203) 355-0880adviserinfo.sec.gov
Corecommodity Management, LLCStamford$2.41 billion17302(203) 708-6500corecommodityllc.comadviserinfo.sec.gov
One River Asset Management, LLCStamford$2.39 billion162210(203) 489-1440adviserinfo.sec.gov
Cartenna CapitalStamford$2.36 billion2292(475) 477-2003cartennacapital.comadviserinfo.sec.gov
Cramer Rosenthal McGlynn LLCStamford$2.27 billion283241(212) 326-5300adviserinfo.sec.gov
Longrange Capital, L.P.Stamford$2.22 billion3171(203) 423-3935longrangecapital.comadviserinfo.sec.gov
Clear Harbor Asset Management, LLCStamford$2.05 billion1,865241(212) 867-7310adviserinfo.sec.gov
Clearview Capital, L.P.Stamford$2.04 billion9309(203) 698-2777adviserinfo.sec.gov
Mycor Capital Management, LLCStamford$1.75 billion6152(203) 803-4840mycorcapital.comadviserinfo.sec.gov
Parkman Healthcare Partners LLCStamford$1.74 billion7121(203) 516-3690adviserinfo.sec.gov
Long Path Partners, LPStamford$1.73 billion231610(203) 883-1967adviserinfo.sec.gov
Titan Advisors, LLCStamford$1.53 billion372520(203) 327-8600eskerpointadvisers.comadviserinfo.sec.gov
Brookside Equity Partners LLCStamford$1.49 billion20820(203) 595-4520brooksideequity.comadviserinfo.sec.gov
Czech Asset Management, L.P.Stamford$1.48 billion796(203) 769-8400czechamlp.comadviserinfo.sec.gov
Equinox Partners Investment Management LLCStamford$1.41 billion8114(203) 516-2265adviserinfo.sec.gov
Lykos Global Management, LPStamford$1.38 billion9112(203) 902-4008lykosglobal.comadviserinfo.sec.gov
Oakridge Management Group LLCStamford$1.37 billion15968(203) 257-3289adviserinfo.sec.gov
Chilton Investment Company, Inc.Stamford$1.32 billion15293(203) 352-4000chiltonfunds.comadviserinfo.sec.gov
Ge Vernova Investment Advisers, LLCStamford$1.24 billion121Not listed(203) 945-8566adviserinfo.sec.gov
Gainline Capital Partners LPStamford$1.19 billion8202(212) 319-3023gainlinecapital.comadviserinfo.sec.gov
Witt Lake Asset Management LLCStamford$1.12 billion12Not listed(203) 487-8200wittlakeam.comadviserinfo.sec.gov
Sovereign Financial Group, Inc.Stamford$1.08 billion4,48631Not listed(888) 765-8180adviserinfo.sec.gov
Forester Capital, L.L.C.Stamford$1.07 billion14812(203) 983-7380adviserinfo.sec.gov
Talson Capital Management L.P.Stamford$1.06 billion36822(203) 202-7500adviserinfo.sec.gov
Post Road Group LLCStamford$1.05 billion26135(203) 518-8460adviserinfo.sec.gov
Counterpointe Investment Management LLCStamford$1.05 billion236Not listed(855) 431-4400adviserinfo.sec.gov
Fundsmith Partners US LLCStamford$1.02 billion37Not listed(203) 594-1863adviserinfo.sec.gov
Asset Management Group, Inc.Stamford$898.3 million1,4786Not listed(203) 964-8300adviserinfo.sec.gov
Cannae Portfolio Advisors, LLCStamford$859.4 million4162(203) 496-5224cannaellc.comadviserinfo.sec.gov
Coinbase Asset Management, LLCStamford$840.5 million12146(203) 489-1450adviserinfo.sec.gov
Granite Group Advisors, LLCStamford$829.6 million8298Not listed(203) 210-7814granitegroupadvisors.comadviserinfo.sec.gov
Land & Buildings Investment Management, LLCStamford$790.1 million582(203) 987-5827landandbuildings.comadviserinfo.sec.gov
TRGP Investment Partners, LPStamford$726.8 million131610(212) 527-9600trgpcap.comadviserinfo.sec.gov
Integra Global Advisors LLCStamford$684.1 million56114(203) 266-3942adviserinfo.sec.gov
Pier Capital, LLCStamford$647.7 million1991(203) 425-1450piercap.comadviserinfo.sec.gov
DWM Asset Management, LLCStamford$645 million5363(203) 655-5453adviserinfo.sec.gov
Olympiad Research LPStamford$639.6 million219Not listed(203) 569-3517adviserinfo.sec.gov
Rja Asset Management LLCStamford$588.9 million1482(203) 655-8200rja-llc.comadviserinfo.sec.gov
Jackson, Grant Investment Advisers, Inc.Stamford$577.7 million948Not listed(203) 322-1198jacksongrant.usadviserinfo.sec.gov
Bastion Management II LLCStamford$572.7 million6135(203) 594-9264mesirow.comadviserinfo.sec.gov
Tower Bay Asset Management LPStamford$513.6 million8101(203) 610-8806towerbayassetmanagement.comadviserinfo.sec.gov
Drum Capital Management LLCStamford$503.2 million666(203) 391-7540drumcapital.comadviserinfo.sec.gov
True North Management Group, LLCStamford$492.5 million594(914) 304-8760tninvestors.comadviserinfo.sec.gov
BLT Fund Manager LLCStamford$487.3 million575(203) 644-1515adviserinfo.sec.gov
Mizzen Management LLCStamford$459 million3133(203) 293-7820mizzencapital.comadviserinfo.sec.gov
Hedgeye Asset Management, LLCStamford$443.4 million610Not listed(212) 433-1559hedgeyeam.comadviserinfo.sec.gov
Broadview Real Estate Partners, LLCStamford$425.1 million885(646) 278-9689broadviewrep.comadviserinfo.sec.gov
Anabranch Capital Management, LPStamford$397 million442(646) 568-4770anabranchcap.comadviserinfo.sec.gov
Ridgeview Asset Management Partners, LLCStamford$387.9 million13736(203) 595-5535ridgeviewasset.comadviserinfo.sec.gov
Philosmith Capital CorporationStamford$380.5 million391(203) 348-7365philosmith.comadviserinfo.sec.gov
Rpo LLCStamford$372.1 million861(203) 485-8800adviserinfo.sec.gov
Pegasus Capital Advisors, L.P.Stamford$362.5 million181416(203) 869-4400adviserinfo.sec.gov
Arkview Capital, L.P.Stamford$355.9 million10810(917) 623-4643adviserinfo.sec.gov
Education Growth Partners, LLCStamford$347.1 million11711(203) 658-8100edgrowth.comadviserinfo.sec.gov
Scholtz & Company, LLCStamford$340.5 million3807Not listed(203) 714-9900adviserinfo.sec.gov
Aip Capital Advisors LLCStamford$340 million2151(203) 487-8200aipcapital.comadviserinfo.sec.gov
Greylock Capital Management, LLCStamford$313.9 million561(212) 808-1800greylockcapital.comadviserinfo.sec.gov
Waypoint Capital Partners, LLCStamford$310.7 million1079(203) 548-9424waypointcapitalpartners.comadviserinfo.sec.gov
Triveni Capital Investments LPStamford$300.9 million561(203) 902-4259adviserinfo.sec.gov
Hamilton Robinson LLCStamford$292.4 million12106(203) 602-0011hrco.comadviserinfo.sec.gov
Baypointe Partners, LLCStamford$270.5 million44Not listed(516) 381-5246adviserinfo.sec.gov
Dayah Capital LLCStamford$264.8 million772(848) 206-0010dayahcapital.comadviserinfo.sec.gov
JC Capital Advisors Group LLCStamford$263 million3562Not listed(203) 889-3400jccapitaladvisors.comadviserinfo.sec.gov
Abundant Wealth Management LLCStamford$243.8 million1874Not listed(203) 661-3441adviserinfo.sec.gov
New China Capital Management Corp.Stamford$233.7 million242(203) 328-1800cathay-capital.comadviserinfo.sec.gov
Twin Lions ManagementStamford$215.9 million333(212) 203-4428twinlionsmgmt.comadviserinfo.sec.gov
Blue Door Asset Management, LLCStamford$187 million442(203) 826-2240adviserinfo.sec.gov
Summerhaven Investment Management, LLCStamford$176.2 million28Not listed(203) 352-2700adviserinfo.sec.gov
Fremen CapitalStamford$157.3 million351(203) 442-5712fremencm.comadviserinfo.sec.gov
Guggenheim Investments Loan Advisors, LLCStamford$155.4 million3103(203) 202-8606guggenheiminvestments.comadviserinfo.sec.gov
Renaissance Capital LLCStamford$144.3 million217Not listed(203) 622-2978adviserinfo.sec.gov
Vision Investment Advisors, LLCStamford$137.4 million1299Not listed(203) 388-2700advicewithvision.comadviserinfo.sec.gov
Paradoxiom CapitalStamford$125 million13Not listed(267) 975-4728adviserinfo.sec.gov
Cruiser Capital Advisors, LLCStamford$104.4 million621(212) 829-5833cruisercap.comadviserinfo.sec.gov
Grayscale AdvisorsStamford$60.6 million81262(212) 668-1427grayscale.comadviserinfo.sec.gov
Breacher Capital Advisors, LLCStamford$7.5 million332(203) 564-1998breachercapital.comadviserinfo.sec.gov
Ineffable Ventures LLCStamfordNot listedNot listedNot listed61(203) 682-6414adviserinfo.sec.gov
Canaan PartnersStamfordNot listedNot listedNot listed29(203) 855-0400canaan.comadviserinfo.sec.gov
Oak HCFT Management Company LLCStamfordNot listedNot listedNot listed20(203) 717-1350oakhcft.comadviserinfo.sec.gov
GV Investment Managers, LLCStamfordNot listedNot listedNot listed4(203) 962-4076gvim2.comadviserinfo.sec.gov
Green Rock Energy Partners LLCStamfordNot listedNot listedNot listed4(203) 807-3965greenrockep.comadviserinfo.sec.gov
Newman, Nicholas DrakeStamfordNot listedNot listedNot listed4soundviewre.comadviserinfo.sec.gov
M28 Capital Management LPStamfordNot listedNot listedNot listed3(203) 516-3747m28capital.comadviserinfo.sec.gov
Measure 8 Venture PartnersStamfordNot listedNot listedNot listed3(713) 828-8553adviserinfo.sec.gov
VMG 2021 LLCStamfordNot listedNot listedNot listed3(203) 807-1013adviserinfo.sec.gov
Draper Fisher Jurvetson Gotham Management, LLCStamfordNot listedNot listedNot listed2(212) 279-3980gothamvc.comadviserinfo.sec.gov
NGN Capital LLCStamfordNot listedNot listedNot listed2(212) 972-0077ngncapital.comadviserinfo.sec.gov
Riveroak Investment Corp., LLCStamfordNot listedNot listedNot listed2(203) 325-8009riveroakic.comadviserinfo.sec.gov
Chapford Capital GroupStamfordNot listedNot listedNot listed1(203) 914-1670adviserinfo.sec.gov
Otter Rock Advisors LPStamfordNot listedNot listedNot listed1(415) 830-0509otterrocklp.comadviserinfo.sec.gov
Wheelhouse 360 Advisors LPStamfordNot listedNot listedNot listed1(203) 344-0234adviserinfo.sec.gov
Coinbase AdvisorsStamfordNot listed05Not listed(203) 489-1450coinbase.comadviserinfo.sec.gov
Zebra Capital Management, LLCStamfordNot listedNot listedNot listedNot listed(203) 701-5900zebracapital.comadviserinfo.sec.gov

Advisers in Stamford that manage private funds

101 advisers report private funds. The 30 with the most funds.

AdviserCityStatePrivate fundsHedgePrivate equityVenture capitalReal estateFund gross assetsAUMSource
Abs Global InvestmentsStamfordCT111112Not listedNot listed$12.77 billion$10.48 billionadviserinfo.sec.gov
Hildene Capital ManagementStamfordCT74121Not listedNot listed$15.79 billion$20.18 billionadviserinfo.sec.gov
Ineffable Ventures LLCStamfordCT61Not listedNot listed61Not listed$49.4 millionNot listedadviserinfo.sec.gov
K2/D&S Management Co., L.L.C.StamfordCT2929Not listedNot listedNot listed$3.66 billion$6.53 billionadviserinfo.sec.gov
Canaan PartnersStamfordCT29Not listedNot listed29Not listed$5.51 billionNot listedadviserinfo.sec.gov
First ReserveStamfordCT25Not listed25Not listedNot listed$7.01 billion$6.31 billionadviserinfo.sec.gov
MC Credit Partners LPStamfordCT24Not listedNot listedNot listedNot listed$5.96 billion$4.94 billionadviserinfo.sec.gov
Talson Capital Management L.P.StamfordCT2218Not listedNot listedNot listed$946.1 million$1.06 billionadviserinfo.sec.gov
Titan Advisors, LLCStamfordCT20137Not listedNot listed$1.66 billion$1.53 billionadviserinfo.sec.gov
Brookside Equity Partners LLCStamfordCT20Not listed20Not listedNot listed$1.49 billion$1.49 billionadviserinfo.sec.gov
Oak HCFT Management Company LLCStamfordCT20Not listedNot listed20Not listed$9.67 billionNot listedadviserinfo.sec.gov
Jadian Capital, LPStamfordCT19Not listedNot listedNot listed19$3.04 billion$3.04 billionadviserinfo.sec.gov
Point72 Asset Management, L.P.StamfordCT18134Not listed1$324.40 billion$274.10 billionadviserinfo.sec.gov
Sandbrook Capital Management LPStamfordCT17Not listed17Not listedNot listed$1.55 billion$4.58 billionadviserinfo.sec.gov
Hudson Structured Capital Management LTD.StamfordCT16Not listed5Not listedNot listed$2.67 billion$4.03 billionadviserinfo.sec.gov
Pegasus Capital Advisors, L.P.StamfordCT16Not listed16Not listedNot listed$356.9 million$362.5 millionadviserinfo.sec.gov
Viking Global Investors LPStamfordCT15411Not listedNot listed$81.74 billion$78.20 billionadviserinfo.sec.gov
Olympus Advisors, LLCStamfordCT12Not listed12Not listedNot listed$9.25 billion$9.25 billionadviserinfo.sec.gov
Braidwell LPStamfordCT12111Not listedNot listed$3.63 billion$3.63 billionadviserinfo.sec.gov
Forester Capital, L.L.C.StamfordCT1212Not listedNot listedNot listed$1.33 billion$1.07 billionadviserinfo.sec.gov
Hudson Bay Capital Management LPStamfordCT1111Not listedNot listedNot listed$41.69 billion$40.71 billionadviserinfo.sec.gov
Chilton Investment Services, LLCStamfordCT1116Not listed1$228.4 million$8.15 billionadviserinfo.sec.gov
Education Growth Partners, LLCStamfordCT11Not listed11Not listedNot listed$432.4 million$347.1 millionadviserinfo.sec.gov
Tudor Investment CorporationStamfordCT1082Not listedNot listed$105.95 billion$106.84 billionadviserinfo.sec.gov
Discerene Group LPStamfordCT1010Not listedNot listedNot listed$2.20 billion$2.53 billionadviserinfo.sec.gov
One River Asset Management, LLCStamfordCT1010Not listedNot listedNot listed$2.53 billion$2.39 billionadviserinfo.sec.gov
Long Path Partners, LPStamfordCT1028Not listedNot listed$1.41 billion$1.73 billionadviserinfo.sec.gov
TRGP Investment Partners, LPStamfordCT10Not listed10Not listedNot listed$654.3 million$726.8 millionadviserinfo.sec.gov
Arkview Capital, L.P.StamfordCT10Not listed10Not listedNot listed$355.9 million$355.9 millionadviserinfo.sec.gov
Proprium Capital Partners, L.P.StamfordCT91Not listedNot listed8$2.68 billion$3.36 billionadviserinfo.sec.gov

Newest SEC registrations in Stamford

1 adviser with an SEC status effective in the 90 days to November 2, 2026.

AdviserCityStateSEC status effectiveAUMWebsiteSource
Fundsmith Partners US LLCStamfordCTSeptember 3, 2026$1.02 billionadviserinfo.sec.gov

Also on SpecStream

Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.