Data / Investment advisers / Pennsylvania / West Conshohocken
Investment advisers in West Conshohocken, PA: 17 firms, $98.3 billion in AUM
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
17 investment advisers have their main office in West Conshohocken, Pennsylvania: 14 SEC registered and 3 exempt reporting. The registered advisers report $98.3 billion in regulatory assets under management in the SEC's Form ADV file of November 2, 2026, and the largest is Morgan Stanley Aip GP LP with $40.9 billion.
The request: Every investment adviser in West Conshohocken, Pennsylvania with AUM over $100 million, with phone and website. $10 of work on sign-up, no card.
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.
- 17Advisers
- 14SEC registered
- 3Exempt reporting
- $98.3 billionTotal AUM
- 14Advisers over $100 million
- 15Manage 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.
| Adviser | City | AUM | Accounts | Employees | Private funds | Phone | Website | Source |
|---|---|---|---|---|---|---|---|---|
| Morgan Stanley Aip GP LP | West Conshohocken | $40.85 billion | 199 | 200 | 107 | (610) 260-7600 | morganstanley.com | adviserinfo.sec.gov |
| Hirtle & Co., LLC | West Conshohocken | $25.41 billion | 1,739 | 94 | 11 | (610) 828-7200 | hirtle.com | adviserinfo.sec.gov |
| Miller Investment Management, LP | West Conshohocken | $7.10 billion | 308 | 18 | 12 | (610) 834-9820 | millerinv.com | adviserinfo.sec.gov |
| Fairmount Funds Management LLC | West Conshohocken | $5.80 billion | 4 | 30 | 6 | (267) 262-5300 | fairmountfunds.com | adviserinfo.sec.gov |
| HC Capital Partners, LLC | West Conshohocken | $5.21 billion | 29 | 0 | 29 | (610) 828-7200 | adviserinfo.sec.gov | |
| PPB Advisors, LLC | West Conshohocken | $4.75 billion | 119 | 42 | 121 | (484) 278-4017 | ppbcapitalpartners.com | adviserinfo.sec.gov |
| Sage Financial Group Inc. | West Conshohocken | $4.29 billion | 4,334 | 28 | 4 | (484) 342-4400 | adviserinfo.sec.gov | |
| Tower Bridge Advisors | West Conshohocken | $1.49 billion | 805 | 14 | 2 | (610) 260-2200 | towerbridgeadvisors.com | adviserinfo.sec.gov |
| Baldwin Investment Management, LLC | West Conshohocken | $1.30 billion | 707 | 14 | Not listed | (610) 260-1555 | baldwinmgt.com | adviserinfo.sec.gov |
| Rhino Investment Partners, Inc. | West Conshohocken | $566.2 million | 5 | 3 | 1 | (610) 234-2203 | rhinoip.com | adviserinfo.sec.gov |
| Verdis Investment Management, LLC | West Conshohocken | $497 million | 10 | 11 | 7 | (610) 397-1600 | verdisinvestment.com | adviserinfo.sec.gov |
| Permit Capital, LLC | West Conshohocken | $491.1 million | 3 | 6 | 3 | (610) 941-5000 | permitcap.com | adviserinfo.sec.gov |
| Matterhorn Capital Advisors, LLC | West Conshohocken | $396.4 million | 2 | 11 | 2 | (610) 940-5303 | matterhorncapitalpartners.com | adviserinfo.sec.gov |
| Fournorth Capital LLC | West Conshohocken | $117.7 million | 1 | 3 | Not listed | (215) 217-2360 | adviserinfo.sec.gov | |
| Intrinsic Advisors, LLC | West Conshohocken | Not listed | Not listed | Not listed | 6 | (267) 678-0252 | intrinsiccapitalpartners.com | adviserinfo.sec.gov |
| Avonwood Capital Management LLC | West Conshohocken | Not listed | Not listed | Not listed | 1 | (610) 941-5040 | adviserinfo.sec.gov | |
| RH Tailwind Management, LLC | West Conshohocken | Not listed | Not listed | Not listed | 1 | (610) 822-5078 | adviserinfo.sec.gov |
Advisers in West Conshohocken that manage private funds
15 advisers report private funds. The 30 with the most funds.
| Adviser | City | State | Private funds | Hedge | Private equity | Venture capital | Real estate | Fund gross assets | AUM | Source |
|---|---|---|---|---|---|---|---|---|---|---|
| PPB Advisors, LLC | West Conshohocken | PA | 121 | Not listed | Not listed | Not listed | Not listed | $4.66 billion | $4.75 billion | adviserinfo.sec.gov |
| Morgan Stanley Aip GP LP | West Conshohocken | PA | 107 | Not listed | 4 | Not listed | Not listed | $28.08 billion | $40.85 billion | adviserinfo.sec.gov |
| HC Capital Partners, LLC | West Conshohocken | PA | 29 | 4 | 24 | Not listed | Not listed | $4.98 billion | $5.21 billion | adviserinfo.sec.gov |
| Miller Investment Management, LP | West Conshohocken | PA | 12 | 1 | 8 | Not listed | 2 | $564.6 million | $7.10 billion | adviserinfo.sec.gov |
| Hirtle & Co., LLC | West Conshohocken | PA | 11 | 3 | 8 | Not listed | Not listed | $117.9 million | $25.41 billion | adviserinfo.sec.gov |
| Verdis Investment Management, LLC | West Conshohocken | PA | 7 | 2 | Not listed | 2 | 1 | $413.6 million | $497 million | adviserinfo.sec.gov |
| Fairmount Funds Management LLC | West Conshohocken | PA | 6 | 1 | 5 | Not listed | Not listed | $5.87 billion | $5.80 billion | adviserinfo.sec.gov |
| Intrinsic Advisors, LLC | West Conshohocken | PA | 6 | Not listed | Not listed | 6 | Not listed | $203.4 million | Not listed | adviserinfo.sec.gov |
| Sage Financial Group Inc. | West Conshohocken | PA | 4 | Not listed | Not listed | Not listed | 4 | $87 million | $4.29 billion | adviserinfo.sec.gov |
| Permit Capital, LLC | West Conshohocken | PA | 3 | 3 | Not listed | Not listed | Not listed | $491.1 million | $491.1 million | adviserinfo.sec.gov |
| Tower Bridge Advisors | West Conshohocken | PA | 2 | 2 | Not listed | Not listed | Not listed | $19.8 million | $1.49 billion | adviserinfo.sec.gov |
| Matterhorn Capital Advisors, LLC | West Conshohocken | PA | 2 | 1 | Not listed | Not listed | 1 | $523.3 million | $396.4 million | adviserinfo.sec.gov |
| Rhino Investment Partners, Inc. | West Conshohocken | PA | 1 | 1 | Not listed | Not listed | Not listed | $254.5 million | $566.2 million | adviserinfo.sec.gov |
| Avonwood Capital Management LLC | West Conshohocken | PA | 1 | Not listed | 1 | Not listed | Not listed | $55.8 million | Not listed | adviserinfo.sec.gov |
| RH Tailwind Management, LLC | West Conshohocken | PA | 1 | 1 | Not listed | Not listed | Not listed | $137.9 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
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.