Data / Investment advisers / Serving insurance companies / New York

Investment advisers in New York serving insurance companies: 217 firms

Name: Investment advisers in New York serving insurance companies: Form ADV data
Creator: SpecStream
License: https://creativecommons.org/licenses/by/4.0/

Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.

217 SEC registered investment advisers with a main office in New York report insurance companies among their clients in Form ADV item 5.D, and together they attribute $3.2 trillion of their assets under management to them, in the SEC's file of November 2, 2026. The adviser with the most is Blackrock Financial Management, Inc.

The request: Every investment adviser in New York that serves insurance companies, with AUM, phone and website. $10 of work on sign-up, no card.

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217Advisers
$3.2 trillionAUM from this client type
208Advisers over $100 million
November 2, 2026File date

Advisers in New York serving insurance companies

Ranked by the AUM the adviser attributes to this client type. Each row links to the firm page where it has one, and to its SEC record.

Adviser	City	Clients of this type	AUM from this type	Total AUM	Source
Blackrock Financial Management, Inc	New York	294	$457.65 billion	$1.60 trillion	adviserinfo.sec.gov
Apollo Capital Management, L.P.	New York	89	$417.43 billion	$718.48 billion	adviserinfo.sec.gov
Nyl Investors LLC	New York	14	$318.72 billion	$329.20 billion	adviserinfo.sec.gov
Goldman Sachs Asset Management, L.P.	New York	233	$215.32 billion	$2.65 trillion	adviserinfo.sec.gov
Blackstone Isg-I Advisors L.L.C.	New York	38	$182.61 billion	$183.53 billion	adviserinfo.sec.gov
Guggenheim Partners Investment Management, LLC	New York	61	$134.70 billion	$240.66 billion	adviserinfo.sec.gov
J.P. Morgan Investment Management Inc.	New York	154	$131.29 billion	$3.52 trillion	adviserinfo.sec.gov
Nuveen Alternatives Advisors LLC	New York	17	$126.16 billion	$142.02 billion	adviserinfo.sec.gov
Bam Credit and Insurance Solutions Advisor LLC	New York	27	$104.21 billion	$107.29 billion	adviserinfo.sec.gov
DWS Investment Management Americas, Inc.	New York	47	$86.74 billion	$199.66 billion	adviserinfo.sec.gov
Park Avenue Institutional Advisers LLC	New York	Fewer than 5	$77.15 billion	$82.00 billion	adviserinfo.sec.gov
Blackstone Asset Based Finance Advisors LP	New York	70	$67.45 billion	$70.45 billion	adviserinfo.sec.gov
Kohlberg Kravis Roberts & Co. L.P.	New York	9	$54.85 billion	$399.90 billion	adviserinfo.sec.gov
Blackstone Liquid Credit Advisors I LLC	New York	43	$47.74 billion	$51.63 billion	adviserinfo.sec.gov
Blackstone Real Estate Special Situations Advisors L.L.C.	New York	30	$47.20 billion	$69.98 billion	adviserinfo.sec.gov
Brookfield Public Securities Group LLC	New York	28	$45.52 billion	$66.46 billion	adviserinfo.sec.gov
Centerbridge Partners, L.P.	New York	Fewer than 5	$39.64 billion	$79.86 billion	adviserinfo.sec.gov
Meag New York Corporation	New York	32	$37.77 billion	$44.87 billion	adviserinfo.sec.gov
HPS Investment Partners, LLC	New York	27	$37.12 billion	$175.72 billion	adviserinfo.sec.gov
Voya Investment Management Co. LLC	New York	56	$36.98 billion	$274.95 billion	adviserinfo.sec.gov
Mackay Shields LLC	New York	75	$28.99 billion	$159.52 billion	adviserinfo.sec.gov
Blue Owl Insurance Solutions	New York	10	$25.74 billion	$25.84 billion	adviserinfo.sec.gov
Aquarian Holdings Investment Management LLC	New York	4	$24.47 billion	$26.70 billion	adviserinfo.sec.gov
Neuberger Berman Investment Advisers LLC	New York	62	$24.05 billion	$398.65 billion	adviserinfo.sec.gov
Pinebridge Investments LLC	New York	129	$23.29 billion	$76.73 billion	adviserinfo.sec.gov
Aflac Asset Management LLC	New York	5	$21.43 billion	$133.47 billion	adviserinfo.sec.gov
Blackstone Credit Systematic Strategies LLC	New York	12	$20.93 billion	$35.71 billion	adviserinfo.sec.gov
Insight Investment	New York	170	$19.93 billion	$171.09 billion	adviserinfo.sec.gov
Churchill Asset Management LLC	New York	8	$19.53 billion	$55.66 billion	adviserinfo.sec.gov
Carlyle Global Credit Investment Management L.L.C.	New York	18	$16.77 billion	$68.38 billion	adviserinfo.sec.gov
Acore Capital, LP	New York	11	$13.03 billion	$18.27 billion	adviserinfo.sec.gov
Stone Ridge Asset Management LLC	New York	7	$12.07 billion	$36.34 billion	adviserinfo.sec.gov
26north	New York	19	$12.01 billion	$32.68 billion	adviserinfo.sec.gov
Brown Brothers Harriman Credit Partners, LLC	New York	27	$11.87 billion	$57.43 billion	adviserinfo.sec.gov
AXA Investment Managers US Inc	New York	22	$11.69 billion	$79.24 billion	adviserinfo.sec.gov
HSBC Global Asset Management (USA) Inc.	New York	11	$9.24 billion	$156.56 billion	adviserinfo.sec.gov
Eldridge Structured Credit Advisers, LLC	New York	1	$8.26 billion	$10.53 billion	adviserinfo.sec.gov
Apogem Capital LLC	New York	3	$8.18 billion	$43.82 billion	adviserinfo.sec.gov
Morgan Stanley Investment Management Inc.	New York	12	$8.11 billion	$702.25 billion	adviserinfo.sec.gov
Advantage Capital Management	New York	8	$7.82 billion	$8.26 billion	adviserinfo.sec.gov
Shenkman Capital Management, Inc.	New York	43	$7.21 billion	$36.54 billion	adviserinfo.sec.gov
Schroder Investment Management North America Inc	New York	42	$7.01 billion	$150.40 billion	adviserinfo.sec.gov
Blackstone Alternative Credit Advisors LP	New York	12	$6.63 billion	$44.11 billion	adviserinfo.sec.gov
Allianz Capital Partners of America LLC	New York	9	$6.24 billion	$6.35 billion	adviserinfo.sec.gov
Merrill Lynch, Pierce, Fenner & Smith Incorporated	New York	246	$5.95 billion	$1.78 trillion	adviserinfo.sec.gov
Morgan Stanley	Purchase	1,387	$5.88 billion	$1.96 trillion	adviserinfo.sec.gov
Varagon Capital Partners, L.P.	New York	12	$5.43 billion	$13.99 billion	adviserinfo.sec.gov
Knighthead Capital Management, LLC	New York	11	$4.86 billion	$18.99 billion	adviserinfo.sec.gov
Investcorp Investment Solutions LLC	New York	Fewer than 5	$4.72 billion	$4.72 billion	adviserinfo.sec.gov
Mutual of America Capital Management LLC	New York	Fewer than 5	$4.68 billion	$20.13 billion	adviserinfo.sec.gov
Blackstone Private Credit Strategies LLC	New York	22	$4.52 billion	$57.92 billion	adviserinfo.sec.gov
UBS Asset Management (Americas) LLC	New York	191	$4.47 billion	$588.22 billion	adviserinfo.sec.gov
Antarctica Investment Advisors, LLC	New York	18	$4.30 billion	$5.57 billion	adviserinfo.sec.gov
Daiwa Asset Management (America) LTD	New York	1	$4.09 billion	$5.96 billion	adviserinfo.sec.gov
Aksia LLC	New York	21	$3.92 billion	$35.20 billion	adviserinfo.sec.gov
Advent Capital Management, LLC	New York	26	$3.29 billion	$8.82 billion	adviserinfo.sec.gov
Family Manage LLC	New York	2	$3.13 billion	$5.31 billion	adviserinfo.sec.gov
Muzinich & Co., Inc.	New York	20	$2.69 billion	$31.27 billion	adviserinfo.sec.gov
Davidson Kempner Capital Management LP	New York	3	$2.44 billion	$46.63 billion	adviserinfo.sec.gov
Jennison Associates	New York	8	$2.30 billion	$214.84 billion	adviserinfo.sec.gov
Asset Management One USA Inc.	New York	1	$2.25 billion	$2.90 billion	adviserinfo.sec.gov
JVP Management	New York	12	$2.17 billion	$4.98 billion	adviserinfo.sec.gov
Franklin Templeton Institutional, LLC	New York	5	$2.14 billion	$29.59 billion	adviserinfo.sec.gov
Third Point LLC	New York	Fewer than 5	$2.11 billion	$28.73 billion	adviserinfo.sec.gov
General Atlantic Service Company, L.P.	New York	11	$2.05 billion	$125.26 billion	adviserinfo.sec.gov
Acorn Advisory Capital, L.P.	New York	2	$2.03 billion	$2.96 billion	adviserinfo.sec.gov
Ifm Investors (US) Advisor, LLC	New York	Fewer than 5	$1.98 billion	$44.16 billion	adviserinfo.sec.gov
Pomona Capital	New York	1	$1.93 billion	$14.67 billion	adviserinfo.sec.gov
Tiptree Advisors, LLC	New York	17	$1.80 billion	$2.31 billion	adviserinfo.sec.gov
Octagon Credit Investors, LLC	New York	45	$1.77 billion	$35.05 billion	adviserinfo.sec.gov
Fortress Investment Group	New York	Fewer than 5	$1.73 billion	$87.30 billion	adviserinfo.sec.gov
Sound Point Commercial Real Estate Finance LLC	New York	5	$1.72 billion	$2.72 billion	adviserinfo.sec.gov
Velocity Capital Advisors LLC	New York	Fewer than 5	$1.71 billion	$2.12 billion	adviserinfo.sec.gov
Warburg Pincus LLC	New York	1	$1.65 billion	$108.66 billion	adviserinfo.sec.gov
Waterfall Asset Management, LLC	New York	11	$1.61 billion	$22.04 billion	adviserinfo.sec.gov
Oak Hill Advisors, L.P.	New York	6	$1.58 billion	$100.72 billion	adviserinfo.sec.gov
Invesco Senior Secured Management, Inc.	New York	4	$1.51 billion	$29.38 billion	adviserinfo.sec.gov
Kyobo Life Asset Management (America) Co., LTD.	New York	1	$1.49 billion	$1.49 billion	adviserinfo.sec.gov
Cohen & Steers Capital Management Inc.	New York	12	$1.45 billion	$85.67 billion	adviserinfo.sec.gov
Guggenheim Asset-Backed Finance Company, LLC	New York	Fewer than 5	$1.44 billion	$1.44 billion	adviserinfo.sec.gov
Clear Haven Capital Management, LLC	New York	20	$1.35 billion	$2.18 billion	adviserinfo.sec.gov
DB Advisory America, Limited(Ltd)	New York	3	$1.30 billion	$1.30 billion	adviserinfo.sec.gov
Goldentree Asset Management LP	New York	7	$1.26 billion	$70.14 billion	adviserinfo.sec.gov
Axar Capital Management LP	New York	1	$1.17 billion	$3.60 billion	adviserinfo.sec.gov
Schroders Capital Management (US) LLC	New York	Fewer than 5	$1.14 billion	$34.59 billion	adviserinfo.sec.gov
Lazard Asset Management LLC	New York	8	$1.12 billion	$120.52 billion	adviserinfo.sec.gov
New York Life Investment Management LLC	New York	Fewer than 5	$1.02 billion	$120.70 billion	adviserinfo.sec.gov
Cc-Nmr Global Credit Management LLC	New York	Fewer than 5	$1.00 billion	$1.00 billion	adviserinfo.sec.gov
Sound Point Capital Management, LP	New York	13	$946.6 million	$36.98 billion	adviserinfo.sec.gov
TPG Angelo Gordon	New York	2	$911 million	$115.94 billion	adviserinfo.sec.gov
Mount Logan Management	New York	1	$847.6 million	$1.98 billion	adviserinfo.sec.gov
Saluda Grade Asset Management LLC	New York	Fewer than 5	$836.3 million	$5.83 billion	adviserinfo.sec.gov
Ramirez Asset Management, Inc.	New York	9	$782.2 million	$12.27 billion	adviserinfo.sec.gov
Clarion Partners	New York	Fewer than 5	$761.2 million	$73.68 billion	adviserinfo.sec.gov
Hunter Point Capital LP	New York	12	$724.2 million	$7.81 billion	adviserinfo.sec.gov
Nassau Alternative Investments LLC	New York	5	$705.8 million	$1.43 billion	adviserinfo.sec.gov
Alpinvest US Holdings, LLC	New York	2	$684.9 million	$57.66 billion	adviserinfo.sec.gov
Zimmer Partners, LP	New York	3	$682.2 million	$5.24 billion	adviserinfo.sec.gov
Nomura Corporate Research and Asset Management Inc	New York	7	$652 million	$37.56 billion	adviserinfo.sec.gov
Ccaventus Asset Management LP	New York	10	$643.3 million	$2.99 billion	adviserinfo.sec.gov
Jpmorgan Alternative Asset Management	New York	2	$637.9 million	$29.73 billion	adviserinfo.sec.gov
Pzena Investment Management LLC	New York	6	$572.6 million	$81.44 billion	adviserinfo.sec.gov
Varadero Capital, L.P.	New York	6	$551.5 million	$2.29 billion	adviserinfo.sec.gov
Marathon Asset Management, L.P.	New York	Fewer than 5	$534.1 million	$30.48 billion	adviserinfo.sec.gov
Brookfield Asset Management Pic US, LLC	New York	2	$530.1 million	$105.30 billion	adviserinfo.sec.gov
Hilton Capital Management, LLC	Garden City	7	$516.5 million	$3.16 billion	adviserinfo.sec.gov
Macquarie Infrastructure Partners	New York	2	$514.4 million	$48.84 billion	adviserinfo.sec.gov
Orix Advisers, LLC	New York	Fewer than 5	$511.2 million	$5.05 billion	adviserinfo.sec.gov
Haussmann 1864 Capital Management LLC	New York	7	$502.2 million	$4.60 billion	adviserinfo.sec.gov
1505 Capital LLC	New York	8	$485.7 million	$485.7 million	adviserinfo.sec.gov
Maxim Capital Group, LLC	New York	5	$478.4 million	$2.19 billion	adviserinfo.sec.gov
Rockefeller Capital Management	New York	3	$470.8 million	$99.60 billion	adviserinfo.sec.gov
Clearbridge Investments, LLC	New York	3	$445.4 million	$184.81 billion	adviserinfo.sec.gov
RBC Capital Markets, LLC	New York	105	$445.3 million	$310.43 billion	adviserinfo.sec.gov
BC Partners Advisors L.P.	New York	5	$412.1 million	$6.69 billion	adviserinfo.sec.gov
Hillcrest Credit and Income Fund II Manager, LLC	New York	1	$402 million	$490 million	adviserinfo.sec.gov
Investcorp Credit Management US LLC	New York	2	$377 million	$12.01 billion	adviserinfo.sec.gov
Oppenheimer Investment Management LLC	New York	14	$359.7 million	$929.4 million	adviserinfo.sec.gov
Willow Tree Credit Partners LP	New York	Fewer than 5	$348.2 million	$2.80 billion	adviserinfo.sec.gov
CC Capital Insurance Advisors LLC	New York	1	$337.8 million	$937.4 million	adviserinfo.sec.gov
Guggenheim Corporate Funding, LLC	New York	5	$299.7 million	$11.29 billion	adviserinfo.sec.gov
Omni Bridgeway Management (USA) LLC	New York	5	$295.3 million	$2.46 billion	adviserinfo.sec.gov
Goldman Sachs & Co. LLC	New York	28	$288.9 million	$133.64 billion	adviserinfo.sec.gov
MSD Partners, L.P.	New York	2	$286.7 million	$21.30 billion	adviserinfo.sec.gov
Ethic	New York	Fewer than 5	$276.5 million	$10.12 billion	adviserinfo.sec.gov
Blackstone Liquid Credit Strategies LLC	New York	Fewer than 5	$275.3 million	$18.79 billion	adviserinfo.sec.gov
Silvercrest Asset Management Group LLC	New York	3	$267.5 million	$28.33 billion	adviserinfo.sec.gov
GAM USA Inc.	New York	3	$265.6 million	$1.47 billion	adviserinfo.sec.gov
Treville Capital Management LLC	New York	1	$265.2 million	$1.89 billion	adviserinfo.sec.gov
Ninety One North America, Inc.	New York	1	$252.3 million	$41.47 billion	adviserinfo.sec.gov
Healthcare Royalty Management, LLC	New York	2	$251.3 million	$3.78 billion	adviserinfo.sec.gov
Sagard Holdings Manager (US) LLC	New York City	2	$242.9 million	$1.41 billion	adviserinfo.sec.gov
Sculptor Capital LP	New York	Fewer than 5	$230 million	$52.68 billion	adviserinfo.sec.gov
Epoch Investment Partners, Inc.	New York	4	$227.7 million	$29.73 billion	adviserinfo.sec.gov
Raith Capital Partners	New York	1	$208.9 million	$2.83 billion	adviserinfo.sec.gov
Donald Smith & Co., Inc.	New York	1	$198.4 million	$5.60 billion	adviserinfo.sec.gov
Brigade Capital Management, LP	New York	Fewer than 5	$183.8 million	$33.02 billion	adviserinfo.sec.gov
Tocqueville Asset Management LP	New York	5	$181.5 million	$10.24 billion	adviserinfo.sec.gov
Brightwood Capital Advisors, LLC	New York	2	$177.8 million	$6.19 billion	adviserinfo.sec.gov
TD Private Client Wealth LLC	New York	7	$177 million	$8.57 billion	adviserinfo.sec.gov
Reckoner Capital Management LLC	New York	2	$172 million	$273.4 million	adviserinfo.sec.gov
Macquarie Asset Management Credit Advisers US, LLC	New York	2	$170.3 million	$525.6 million	adviserinfo.sec.gov
Breakout Capital Partners	New York	Fewer than 5	$168.9 million	$1.20 billion	adviserinfo.sec.gov
Samsung Asset Management (New York), Inc.	New York	2	$167.8 million	$8.17 billion	adviserinfo.sec.gov
Vantage Infrastructure (USA) Inc.	New York	2	$155.5 million	$1.47 billion	adviserinfo.sec.gov
Obra Capital Management, LLC.	New York	1	$151.9 million	$5.75 billion	adviserinfo.sec.gov
Global Infrastructure Management, LLC	New York	Fewer than 5	$151.6 million	$142.15 billion	adviserinfo.sec.gov
Colbeck Capital Management, LLC	New York	2	$150 million	$1.71 billion	adviserinfo.sec.gov
Oppenheimer & Co. Inc.	New York	12	$141.8 million	$36.71 billion	adviserinfo.sec.gov
Crossingbridge Advisors, LLC	Pleasantville	1	$127.5 million	$4.18 billion	adviserinfo.sec.gov
Vectors Asset Management	New York	6	$122 million	$1.01 billion	adviserinfo.sec.gov
Rockefeller Capital Management	New York	3	$119.5 million	$36.76 billion	adviserinfo.sec.gov
First Eagle Investment Management, LLC	New York	1	$107.2 million	$136.48 billion	adviserinfo.sec.gov
Evercore Wealth Management, LLC	New York	2	$100.5 million	$15.52 billion	adviserinfo.sec.gov
Ivy Hill Asset Management, L.P.	New York	Fewer than 5	$99.1 million	$12.96 billion	adviserinfo.sec.gov
Belle Haven Investments, L.P.	Rye Brook	4	$85.9 million	$24.74 billion	adviserinfo.sec.gov
Spring Mountain Capital, LP	New York	Fewer than 5	$85.3 million	$310.9 million	adviserinfo.sec.gov
Ehrenkranz Partners L.P.	New York	1	$82 million	$21.54 billion	adviserinfo.sec.gov
Howe and Rusling, Inc.	Rochester	6	$75.1 million	$2.44 billion	adviserinfo.sec.gov
Acres	Uniondale	Fewer than 5	$66.6 million	$4.39 billion	adviserinfo.sec.gov
Sanderson Wealth Management, LLC	Buffalo	Fewer than 5	$60.2 million	$1.43 billion	adviserinfo.sec.gov
Brightshore Capital LP	New York	Fewer than 5	$55.1 million	$2.19 billion	adviserinfo.sec.gov
42 Am, LLC	New York	1	$50 million	$51.9 million	adviserinfo.sec.gov
Indiano Capital Management	Rochester	2	$46.2 million	$253.8 million	adviserinfo.sec.gov
J. Safra Asset Management Corporation	New York City	1	$44.7 million	$6.26 billion	adviserinfo.sec.gov
Oic	New York	4	$39.8 million	$4.51 billion	adviserinfo.sec.gov
Seacrest Investment Management, LLC	Purchase	Fewer than 5	$39.1 million	$110.9 million	adviserinfo.sec.gov
Hawks Point Capital Partners LLC	Rye Brook	1	$37.9 million	$61.4 million	adviserinfo.sec.gov
Fenimore Asset Management, Inc.	Cobleskill	1	$37.7 million	$5.41 billion	adviserinfo.sec.gov
Clarion Capital Partners, LLC	New York	1	$37.6 million	$1.89 billion	adviserinfo.sec.gov
Locust Wood Capital Advisers, LLC	New York	1	$37 million	$4.40 billion	adviserinfo.sec.gov
O'Connor Alternative Investments, LLC	New York	1	$36.2 million	$16.37 billion	adviserinfo.sec.gov
Advanced Portfolio Management, LLC	New York	1	$34.8 million	$2.70 billion	adviserinfo.sec.gov
Gravity Capital Management LLC	New York	Fewer than 5	$34.1 million	$94 million	adviserinfo.sec.gov
Harvest Partners, LP	New York	Fewer than 5	$32.6 million	$20.25 billion	adviserinfo.sec.gov
Eagle Capital Management LLC	New York	Fewer than 5	$31.6 million	$35.80 billion	adviserinfo.sec.gov
Triangle Investment Management, LLC	New York	1	$28.4 million	$171.8 million	adviserinfo.sec.gov
Vanderbilt Avenue Asset Management LLC	New York	Fewer than 5	$24.8 million	$241.9 million	adviserinfo.sec.gov
JLC Infrastructure	New York	1	$24.6 million	$2.04 billion	adviserinfo.sec.gov
Marshall + Sterling Wealth Advisors, Inc.	Poughkeepsie	1	$22.6 million	$1.59 billion	adviserinfo.sec.gov
Vista Credit Partners, L.P.	New York	Fewer than 5	$21.9 million	$8.42 billion	adviserinfo.sec.gov
J.P. Morgan Securities LLC	New York	9	$21.5 million	$429.69 billion	adviserinfo.sec.gov
C-Iii Investment Management LLC	New York	1	$20.2 million	$2.47 billion	adviserinfo.sec.gov
Starr Private Equity Partners, LLC	New York	1	$19.5 million	$5.12 billion	adviserinfo.sec.gov
Kize Capital LP	New York	1	$18.6 million	$264.9 million	adviserinfo.sec.gov
The Riverside Company	New York	2	$14.8 million	$13.53 billion	adviserinfo.sec.gov
Alta Fundamental Advisers LLC	New York	Fewer than 5	$9 million	$465.8 million	adviserinfo.sec.gov
Onyx Bridge Wealth Group LLC	Tarrytown	1	$8.6 million	$1.37 billion	adviserinfo.sec.gov
N Financial Plans	Huntington	Fewer than 5	$8.3 million	$65.2 million	adviserinfo.sec.gov
Stonecastle Asset Management, LLC	New York	1	$7.5 million	$7.5 million	adviserinfo.sec.gov
Cullen Capital Management, LLC	New York	Fewer than 5	$7 million	$11.58 billion	adviserinfo.sec.gov
Bpbi LLC	New York	Fewer than 5	$6.5 million	$51 million	adviserinfo.sec.gov
NGC Investment Management	New York	Fewer than 5	$6.3 million	$6.43 billion	adviserinfo.sec.gov
Icg Investments Inc	New York	2	$6.1 million	$49.69 billion	adviserinfo.sec.gov
Dutch Asset Corporation	Selkirk	1	$5.3 million	$186.9 million	adviserinfo.sec.gov
Adirondack Financial Services Corp	Utica	1	$5.2 million	$461.8 million	adviserinfo.sec.gov
Raine Capital LLC	New York	Fewer than 5	$5 million	$2.75 billion	adviserinfo.sec.gov
P&A Capital Advisors	New York	1	$4.7 million	$126.4 million	adviserinfo.sec.gov
Guggenheim Private Investments, LLC	New York	4	$4.3 million	$349.5 million	adviserinfo.sec.gov
Manning & Napier Advisors, LLC	Fairport	1	$4.3 million	$17.03 billion	adviserinfo.sec.gov
Accumulus Capital Management, LLC	New York	1	$4.2 million	$1.74 billion	adviserinfo.sec.gov
Freedom 3 Capital LLC	New York	Fewer than 5	$3.7 million	$1.05 billion	adviserinfo.sec.gov
Franklin Templeton Private Portfolio Group, LLC	New York	5	$3.3 million	$139.88 billion	adviserinfo.sec.gov
Aps Wealth Management, LLC	Melville	7	$2.5 million	$311.5 million	adviserinfo.sec.gov
Hunt Investment Management, LLC	New York	1	$893,346	$117.7 million	adviserinfo.sec.gov
Flagstar Securities, Inc.	New York	1	$785,805	$784.3 million	adviserinfo.sec.gov
Buffalo First Wealth Management, LLC	Williamsville	3	$458,104	$91.7 million	adviserinfo.sec.gov
Next Capital Management LLC	New York	Fewer than 5	$251,835	$2.14 billion	adviserinfo.sec.gov
Brewster Financial Planning LLC	Brooklyn	1	$174,645	$239.7 million	adviserinfo.sec.gov
Ramp Advisory LLC	New York	2	$10,058	$4.08 billion	adviserinfo.sec.gov
Blackrock Alternatives Management, LLC	New York	2	$1	$18.00 billion	adviserinfo.sec.gov
Ice Data Pricing & Reference Data, LLC	New York	107	Not listed	Not listed	adviserinfo.sec.gov
Blackstone Property Advisors L.P.	New York	27	Not listed	$77.40 billion	adviserinfo.sec.gov
Baird Strategas LLC	New York	6	Not listed	Not listed	adviserinfo.sec.gov
CBRE Investment Management	New York	3	Not listed	$22.84 billion	adviserinfo.sec.gov
Blackstone Alternative Asset Management L.P.	New York	1	Not listed	$92.04 billion	adviserinfo.sec.gov
Eldridge Credit Advisers, LLC	New York	1	Not listed	$8.46 billion	adviserinfo.sec.gov

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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.