Data / Investment advisers / Serving investment companies / New York

Investment advisers in New York serving investment companies: 282 firms

Name: Investment advisers in New York serving investment 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.

282 SEC registered investment advisers with a main office in New York report investment companies among their clients in Form ADV item 5.D, and together they attribute $7.4 trillion of their assets under management to them, in the SEC's file of November 2, 2026. The adviser with the most is J.P. Morgan Investment Management Inc.

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

Get investment companies advisers in New York Watch new advisers in New York

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.

282Advisers
$7.4 trillionAUM from this client type
253Advisers over $100 million
November 2, 2026File date

Advisers in New York serving investment 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
J.P. Morgan Investment Management Inc.	New York	373	$1.82 trillion	$3.52 trillion	adviserinfo.sec.gov
Blackrock Advisors, LLC	New York	187	$1.07 trillion	$1.10 trillion	adviserinfo.sec.gov
Goldman Sachs Asset Management, L.P.	New York	204	$777.26 billion	$2.65 trillion	adviserinfo.sec.gov
BNY Mellon Investment Adviser, Inc.	New York	82	$405.79 billion	$419.46 billion	adviserinfo.sec.gov
Morgan Stanley Investment Management Inc.	New York	32	$390.90 billion	$702.25 billion	adviserinfo.sec.gov
Tiaa-Cref Investment Management LLC	New York	8	$292.13 billion	$292.13 billion	adviserinfo.sec.gov
Equitable Investment Management Group, LLC	New York	1	$166.94 billion	$167.15 billion	adviserinfo.sec.gov
Franklin Templeton Fund Adviser, LLC	New York	119	$143.47 billion	$167.44 billion	adviserinfo.sec.gov
J.P. Morgan Private Investments Inc.	New York	12	$130.74 billion	$469.98 billion	adviserinfo.sec.gov
Van Eck Associates Corp.	New York	76	$124.72 billion	$125.61 billion	adviserinfo.sec.gov
New York Life Investment Management LLC	New York	105	$116.18 billion	$120.70 billion	adviserinfo.sec.gov
Jennison Associates	New York	53	$110.82 billion	$214.84 billion	adviserinfo.sec.gov
First Eagle Investment Management, LLC	New York	19	$109.77 billion	$136.48 billion	adviserinfo.sec.gov
UBS Asset Management (Americas) LLC	New York	62	$96.19 billion	$588.22 billion	adviserinfo.sec.gov
Schroder Investment Management North America Inc	New York	183	$95.40 billion	$150.40 billion	adviserinfo.sec.gov
Wisdomtree Asset Management, Inc.	New York	1	$88.38 billion	$88.38 billion	adviserinfo.sec.gov
Global X Management Company LLC	New York	102	$77.10 billion	$83.02 billion	adviserinfo.sec.gov
Clearbridge Investments, LLC	New York	44	$74.57 billion	$184.81 billion	adviserinfo.sec.gov
Guggenheim Partners Investment Management, LLC	New York	22	$70.71 billion	$240.66 billion	adviserinfo.sec.gov
Neuberger Berman Investment Advisers LLC	New York	72	$69.73 billion	$398.65 billion	adviserinfo.sec.gov
DWS Investment Management Americas, Inc.	New York	55	$69.21 billion	$199.66 billion	adviserinfo.sec.gov
Mackay Shields LLC	New York	43	$67.66 billion	$159.52 billion	adviserinfo.sec.gov
Voya Investment Management Co. LLC	New York	166	$67.42 billion	$274.95 billion	adviserinfo.sec.gov
Rafferty Asset Management, LLC	New York	132	$55.21 billion	$55.24 billion	adviserinfo.sec.gov
HSBC Global Asset Management (USA) Inc.	New York	2	$53.87 billion	$156.56 billion	adviserinfo.sec.gov
Cohen & Steers Capital Management Inc.	New York	32	$50.94 billion	$85.67 billion	adviserinfo.sec.gov
Bessemer Investment Management LLC	New York	10	$47.00 billion	$47.00 billion	adviserinfo.sec.gov
Sunamerica Asset Management, LLC	New York	73	$42.16 billion	$42.16 billion	adviserinfo.sec.gov
Bamco, Inc.	New York	25	$39.06 billion	$39.51 billion	adviserinfo.sec.gov
Insight Investment	New York	106	$29.37 billion	$171.09 billion	adviserinfo.sec.gov
DBX Advisors LLC	New York	1	$28.99 billion	$28.99 billion	adviserinfo.sec.gov
Pzena Investment Management LLC	New York	19	$24.39 billion	$81.44 billion	adviserinfo.sec.gov
Gabelli Funds, LLC	Rye	31	$23.92 billion	$24.55 billion	adviserinfo.sec.gov
Lazard Asset Management LLC	New York	30	$23.52 billion	$120.52 billion	adviserinfo.sec.gov
Brown Brothers Harriman Credit Partners, LLC	New York	9	$22.24 billion	$57.43 billion	adviserinfo.sec.gov
Fred Alger Management, LLC	New York	31	$20.61 billion	$26.14 billion	adviserinfo.sec.gov
Blackrock Financial Management, Inc	New York	21	$17.37 billion	$1.60 trillion	adviserinfo.sec.gov
Partners Group (USA) Inc.	New York	4	$16.55 billion	$29.12 billion	adviserinfo.sec.gov
Davis Selected Advisers, Ny, Inc.	New York	20	$16.38 billion	$21.98 billion	adviserinfo.sec.gov
Silverbay Capital Management LLC	New York	2	$16.06 billion	$16.06 billion	adviserinfo.sec.gov
Mutual of America Capital Management LLC	New York	2	$15.37 billion	$20.13 billion	adviserinfo.sec.gov
Invesco Senior Secured Management, Inc.	New York	7	$14.94 billion	$29.38 billion	adviserinfo.sec.gov
Federated Global Investment Management Corp.	New York	13	$12.37 billion	$14.09 billion	adviserinfo.sec.gov
Franklin Templeton Institutional, LLC	New York	34	$11.52 billion	$29.59 billion	adviserinfo.sec.gov
RBC Rochdale, LLC	New York	6	$11.43 billion	$72.96 billion	adviserinfo.sec.gov
D. E. Shaw Investment Management, L.L.C.	New York	3	$11.35 billion	$33.37 billion	adviserinfo.sec.gov
Royce Investment Partners	New York	16	$10.49 billion	$12.41 billion	adviserinfo.sec.gov
Krane Funds Advisors, LLC	New York	36	$10.28 billion	$11.57 billion	adviserinfo.sec.gov
Apollo Capital Management, L.P.	New York	1	$9.91 billion	$718.48 billion	adviserinfo.sec.gov
Consulting Group Advisory Services LLC	Purchase	12	$9.82 billion	$9.82 billion	adviserinfo.sec.gov
Stone Ridge Asset Management LLC	New York	17	$9.74 billion	$36.34 billion	adviserinfo.sec.gov
Roundhill Investments	New York	45	$9.59 billion	$9.59 billion	adviserinfo.sec.gov
Graniteshares Advisors LLC	New York	67	$9.19 billion	$9.19 billion	adviserinfo.sec.gov
Epoch Investment Partners, Inc.	New York	9	$8.73 billion	$29.73 billion	adviserinfo.sec.gov
Blackstone Liquid Credit Strategies LLC	New York	6	$8.66 billion	$18.79 billion	adviserinfo.sec.gov
Millburn Ridgefield LLC	New York	3	$8.42 billion	$8.67 billion	adviserinfo.sec.gov
Waterfall Asset Management, LLC	New York	3	$8.20 billion	$22.04 billion	adviserinfo.sec.gov
Cion Ares Management, LLC	New York	1	$8.00 billion	$8.00 billion	adviserinfo.sec.gov
Guggenheim Investments	New York	107	$7.97 billion	$7.97 billion	adviserinfo.sec.gov
Carlyle Global Credit Investment Management L.L.C.	New York	2	$7.13 billion	$68.38 billion	adviserinfo.sec.gov
Brown Brothers Harriman Mutual Fund Advisory Department	New York	6	$6.80 billion	$7.15 billion	adviserinfo.sec.gov
Nyl Investors LLC	New York	9	$5.81 billion	$329.20 billion	adviserinfo.sec.gov
Pershing Square Capital Management, L.P.	New York	1	$5.67 billion	$25.06 billion	adviserinfo.sec.gov
Blackstone Alternative Investment Advisors LLC	New York	1	$5.39 billion	$5.39 billion	adviserinfo.sec.gov
Park Avenue Institutional Advisers LLC	New York	24	$4.64 billion	$82.00 billion	adviserinfo.sec.gov
Advantage Advisers Multi-Manager, L.L.C.	New York	1	$4.63 billion	$4.91 billion	adviserinfo.sec.gov
Alkeon Capital Management, LLC	New York	1	$4.63 billion	$25.29 billion	adviserinfo.sec.gov
Fundstrat Capital	New York	3	$4.60 billion	$4.60 billion	adviserinfo.sec.gov
Alpinvest Private Equity Investment Management, LLC	New York	2	$4.47 billion	$4.47 billion	adviserinfo.sec.gov
Axonic Capital LLC	New York	2	$4.40 billion	$9.96 billion	adviserinfo.sec.gov
Mariner Investment Group, LLC	New York	2	$4.40 billion	$176.31 billion	adviserinfo.sec.gov
Cullen Capital Management, LLC	New York	17	$4.39 billion	$11.58 billion	adviserinfo.sec.gov
Apollo Real Estate Fund Adviser, LLC	New York	1	$4.27 billion	$4.27 billion	adviserinfo.sec.gov
Manning & Napier Advisors, LLC	Fairport	1	$4.26 billion	$17.03 billion	adviserinfo.sec.gov
Coatue Management, L.L.C.	New York	1	$4.01 billion	$92.71 billion	adviserinfo.sec.gov
Ruane Cunniff L.P.	New York	1	$3.79 billion	$10.53 billion	adviserinfo.sec.gov
Horizon Kinetics Asset Management LLC	New York	15	$3.78 billion	$9.61 billion	adviserinfo.sec.gov
Rockefeller Capital Management	New York	12	$3.71 billion	$36.76 billion	adviserinfo.sec.gov
Crossingbridge Advisors, LLC	Pleasantville	10	$3.71 billion	$4.18 billion	adviserinfo.sec.gov
Gotham Asset Management, LLC	New York	11	$3.69 billion	$30.03 billion	adviserinfo.sec.gov
Infrastructure Capital Advisors, LLC	New York	7	$3.62 billion	$3.64 billion	adviserinfo.sec.gov
Macquarie Wealth Advisers, LLC	New York	9	$3.56 billion	$4.82 billion	adviserinfo.sec.gov
Eagle Capital Management LLC	New York	1	$3.55 billion	$35.80 billion	adviserinfo.sec.gov
Bluerock Fund Advisor, LLC	New York	1	$3.46 billion	$3.46 billion	adviserinfo.sec.gov
Silvercrest Asset Management Group LLC	New York	7	$3.11 billion	$28.33 billion	adviserinfo.sec.gov
Brookfield Public Securities Group LLC	New York	8	$3.11 billion	$66.46 billion	adviserinfo.sec.gov
Axs Investments LLC	Port Chester	71	$3.02 billion	$3.02 billion	adviserinfo.sec.gov
Crownstone Advisory & Investment Corp	New York	1	$3.00 billion	$3.00 billion	adviserinfo.sec.gov
Fenimore Asset Management, Inc.	Cobleskill	3	$2.96 billion	$5.41 billion	adviserinfo.sec.gov
Westchester Capital Management, LLC	Valhalla	7	$2.88 billion	$2.88 billion	adviserinfo.sec.gov
Shenkman Capital Management, Inc.	New York	2	$2.81 billion	$36.54 billion	adviserinfo.sec.gov
Van Eck Absolute Return Advisers Corp.	New York	8	$2.64 billion	$3.11 billion	adviserinfo.sec.gov
Timessquare Capital Management, LLC	New York	5	$2.46 billion	$7.90 billion	adviserinfo.sec.gov
Domini Impact Investments LLC	New York	4	$2.44 billion	$2.44 billion	adviserinfo.sec.gov
Apollo Capital Credit Adviser, LLC	New York	1	$2.35 billion	$2.35 billion	adviserinfo.sec.gov
New Age Alpha	Rye	17	$2.24 billion	$2.51 billion	adviserinfo.sec.gov
Nomura Corporate Research and Asset Management Inc	New York	4	$2.15 billion	$37.56 billion	adviserinfo.sec.gov
Brigade Capital Management, LP	New York	5	$2.14 billion	$33.02 billion	adviserinfo.sec.gov
Liberty Street Advisors, Inc.	New York	4	$2.08 billion	$2.38 billion	adviserinfo.sec.gov
O'Connor Alternative Investments, LLC	New York	4	$2.05 billion	$16.37 billion	adviserinfo.sec.gov
Muzinich & Co., Inc.	New York	6	$1.91 billion	$31.27 billion	adviserinfo.sec.gov
Pomona Capital	New York	1	$1.87 billion	$14.67 billion	adviserinfo.sec.gov
BBR Partners, LLC	New York	1	$1.85 billion	$36.49 billion	adviserinfo.sec.gov
Coller Eqt	New York	2	$1.85 billion	$1.85 billion	adviserinfo.sec.gov
Cantor Fitzgerald Investment Advisors	New York	6	$1.68 billion	$3.24 billion	adviserinfo.sec.gov
Aksia LLC	New York	4	$1.62 billion	$35.20 billion	adviserinfo.sec.gov
Hamlin Capital Management, LLC	New York	1	$1.62 billion	$8.71 billion	adviserinfo.sec.gov
Blue Owl Alternative Credit Advisors II LLC	New York	1	$1.60 billion	$1.60 billion	adviserinfo.sec.gov
Third Avenue Management LLC	New York	5	$1.57 billion	$1.63 billion	adviserinfo.sec.gov
Select Equity Group, L.P.	New York	2	$1.55 billion	$36.38 billion	adviserinfo.sec.gov
Needham Investment Management, LLC	New York	3	$1.53 billion	$1.80 billion	adviserinfo.sec.gov
Equitable Investment Management, LLC	New York	1	$1.53 billion	$1.53 billion	adviserinfo.sec.gov
Saba Capital Management, L.P.	New York	3	$1.51 billion	$18.30 billion	adviserinfo.sec.gov
KKR Registered Advisor LLC	New York	1	$1.46 billion	$1.46 billion	adviserinfo.sec.gov
Tema Etfs LLC	New York	9	$1.46 billion	$1.46 billion	adviserinfo.sec.gov
Skybridge Capital II, LLC	New York	3	$1.42 billion	$1.92 billion	adviserinfo.sec.gov
Robeco Institutional Asset Management US Inc	New York	4	$1.41 billion	$4.76 billion	adviserinfo.sec.gov
Ninety One North America, Inc.	New York	8	$1.37 billion	$41.47 billion	adviserinfo.sec.gov
Lexington Advisors LLC	New York	1	$1.31 billion	$2.66 billion	adviserinfo.sec.gov
Donald Smith & Co., Inc.	New York	1	$1.25 billion	$5.60 billion	adviserinfo.sec.gov
Infinity Q Capital Management, LLC	New York	1	$1.25 billion	$2.01 billion	adviserinfo.sec.gov
Agl US DL Management LLC	New York	1	$1.24 billion	$1.24 billion	adviserinfo.sec.gov
Icapital Registered Fund Adviser LLC	New York	1	$1.22 billion	$1.22 billion	adviserinfo.sec.gov
Water Island Capital, LLC	New York	6	$1.19 billion	$1.22 billion	adviserinfo.sec.gov
Marathon Asset Management, L.P.	New York	8	$1.16 billion	$30.48 billion	adviserinfo.sec.gov
Lyrical Asset Management LP	New York	2	$1.15 billion	$7.37 billion	adviserinfo.sec.gov
1ws Capital Advisors, LLC	New York	1	$1.14 billion	$1.14 billion	adviserinfo.sec.gov
Eldridge Structured Credit Advisers, LLC	New York	3	$1.14 billion	$10.53 billion	adviserinfo.sec.gov
Icapital Fund Advisors LLC	New York	3	$1.13 billion	$1.13 billion	adviserinfo.sec.gov
Belle Haven Investments, L.P.	Rye Brook	2	$1.10 billion	$24.74 billion	adviserinfo.sec.gov
Blackstone Credit Systematic Strategies LLC	New York	3	$1.09 billion	$35.71 billion	adviserinfo.sec.gov
Churchill Asset Management LLC	New York	2	$1.06 billion	$55.66 billion	adviserinfo.sec.gov
Clarion Partners	New York	1	$1.05 billion	$73.68 billion	adviserinfo.sec.gov
Wahed	New York	3	$1.04 billion	$1.29 billion	adviserinfo.sec.gov
Two Sigma Investments, LP	New York	1	$1.02 billion	$232.82 billion	adviserinfo.sec.gov
AXA Investment Managers US Inc	New York	2	$1.00 billion	$79.24 billion	adviserinfo.sec.gov
Benefit Street Partners L.L.C.	New York	4	$977.3 million	$28.32 billion	adviserinfo.sec.gov
Ardian	New York	1	$976.3 million	$2.77 billion	adviserinfo.sec.gov
Tocqueville Asset Management LP	New York	3	$956.2 million	$10.24 billion	adviserinfo.sec.gov
Advent Capital Management, LLC	New York	2	$950.3 million	$8.82 billion	adviserinfo.sec.gov
BSP Ny LLC	New York	2	$936.4 million	$14.24 billion	adviserinfo.sec.gov
Seymour Asset Management LLC	New York	3	$877.5 million	$877.5 million	adviserinfo.sec.gov
Riverpark Advisors, LLC	New York	7	$836 million	$836 million	adviserinfo.sec.gov
Apollo Credit Management, LLC	New York	4	$809.4 million	$29.97 billion	adviserinfo.sec.gov
CQS (US), LLC	New York	3	$798 million	$5.49 billion	adviserinfo.sec.gov
Wisdomtree Digital Management, Inc.	New York	1	$766 million	$766 million	adviserinfo.sec.gov
Nomura Asset Management U.S.A. Inc.	New York	2	$765.6 million	$1.01 billion	adviserinfo.sec.gov
Goehring & Rozencwajg Associates, LLC	New York	1	$764.4 million	$1.51 billion	adviserinfo.sec.gov
Medalist Partners LP	New York	2	$754.2 million	$2.44 billion	adviserinfo.sec.gov
Global Evolution USA, LLC	New York	1	$739.8 million	$1.19 billion	adviserinfo.sec.gov
Blackstone Private Credit Strategies LLC	New York	1	$738.9 million	$57.92 billion	adviserinfo.sec.gov
Octagon Credit Investors, LLC	New York	2	$728.9 million	$35.05 billion	adviserinfo.sec.gov
Twentyfour Asset Management (US) LP	New York	2	$550.2 million	$23.48 billion	adviserinfo.sec.gov
Spirit of America Management Corp	Syosset	1	$534.7 million	$540 million	adviserinfo.sec.gov
Vontobel Asset Management, Inc.	New York	6	$518.6 million	$20.29 billion	adviserinfo.sec.gov
Evercore Wealth Management, LLC	New York	1	$506.2 million	$15.52 billion	adviserinfo.sec.gov
Sound Point Meridian Management Company LLC	New York	1	$478.5 million	$478.5 million	adviserinfo.sec.gov
Mirae Asset Global Investments (USA) LLC	New York	2	$476.8 million	$5.83 billion	adviserinfo.sec.gov
Strategas Asset Management, LLC	New York	3	$452.2 million	$458.4 million	adviserinfo.sec.gov
Ladenburg Thalmann Asset Management Inc	New York	5	$449.6 million	$6.68 billion	adviserinfo.sec.gov
Astoria Portfolio Advisors LLC	New York	4	$437.7 million	$977.6 million	adviserinfo.sec.gov
Nomura Capital Management LLC	New York	1	$436.8 million	$651.3 million	adviserinfo.sec.gov
Aetos Alternatives Management	New York	3	$426.5 million	$5.80 billion	adviserinfo.sec.gov
Apollo S3 Ric Management, L.P.	New York	1	$423.8 million	$423.8 million	adviserinfo.sec.gov
Miller Howard Investments Inc	Kingston	2	$400.6 million	$3.81 billion	adviserinfo.sec.gov
Samsung Asset Management (New York), Inc.	New York	1	$391 million	$8.17 billion	adviserinfo.sec.gov
Caspian Capital, LP	New York	1	$377.9 million	$7.03 billion	adviserinfo.sec.gov
Hilton Capital Management, LLC	Garden City	5	$374.4 million	$3.16 billion	adviserinfo.sec.gov
Summit Street Capital Management, LLC	New York	1	$368.2 million	$757.5 million	adviserinfo.sec.gov
GLG LLC	New York	1	$366.3 million	$7.04 billion	adviserinfo.sec.gov
Fiera Capital Inc.	New York	3	$351.6 million	$17.28 billion	adviserinfo.sec.gov
Diameter DCF Advisor LLC	New York	1	$342.6 million	$342.6 million	adviserinfo.sec.gov
Cion Grosvenor Management, LLC	New York	2	$335.2 million	$335.2 million	adviserinfo.sec.gov
Goldentree Asset Management Credit Advisor LLC	New York	1	$318.5 million	$318.5 million	adviserinfo.sec.gov
Paradigm Funds Advisor LLC	Albany	3	$305.1 million	$305.1 million	adviserinfo.sec.gov
Idirect Private Credit Advisors LLC	New York	1	$290.9 million	$290.9 million	adviserinfo.sec.gov
Ars Investment Partners, LLC	New York	2	$288.9 million	$2.71 billion	adviserinfo.sec.gov
Jlens	New York	1	$286.2 million	$286.2 million	adviserinfo.sec.gov
Nordea Investment Management North America, Inc.	New York	1	$286 million	$1.05 billion	adviserinfo.sec.gov
Accrued Equities Inc.	Melville	1	$271.8 million	$271.8 million	adviserinfo.sec.gov
Oha Private Credit Advisors II, L.P.	New York	1	$266 million	$805.2 million	adviserinfo.sec.gov
Morgan Stanley	Purchase	4	$263.7 million	$1.96 trillion	adviserinfo.sec.gov
Abr Dynamic Funds, LLC	New York	3	$258.7 million	$426.2 million	adviserinfo.sec.gov
Coinshares Asset Management (US) LLC	New York	3	$251.9 million	$251.9 million	adviserinfo.sec.gov
Moerus Capital Management LLC	New York	1	$231.2 million	$893.1 million	adviserinfo.sec.gov
Mount Logan Management	New York	2	$230.6 million	$1.98 billion	adviserinfo.sec.gov
Piton Investment Management, LP	Garden City	2	$226.8 million	$927.9 million	adviserinfo.sec.gov
Seven Grand Managers LLC	Bronxville	1	$206.2 million	$1.24 billion	adviserinfo.sec.gov
Sierra Crest Investment Management LLC	New York	1	$203.6 million	$781.1 million	adviserinfo.sec.gov
Bluerock Credit Fund Advisor, LLC	New York	1	$189.1 million	$189.1 million	adviserinfo.sec.gov
Midocean Credit Partners	New York	1	$175.8 million	$8.46 billion	adviserinfo.sec.gov
Unlimited	New York	1	$174.5 million	$174.5 million	adviserinfo.sec.gov
First Manhattan Co. LLC	New York	2	$172.8 million	$38.09 billion	adviserinfo.sec.gov
Catalio Capital Management, LP	New York	1	$158.3 million	$2.18 billion	adviserinfo.sec.gov
Blackstone Real Estate Special Situations Advisors L.L.C.	New York	1	$157.7 million	$69.98 billion	adviserinfo.sec.gov
Ma Asset Management, LLC	New York	1	$156.1 million	$257.7 million	adviserinfo.sec.gov
Ehrenkranz Partners L.P.	New York	1	$152.1 million	$21.54 billion	adviserinfo.sec.gov
Willow Wealth	New York	1	$148.6 million	$1.64 billion	adviserinfo.sec.gov
Record Currency Management Inc	New York	1	$144.7 million	$19.66 billion	adviserinfo.sec.gov
Kettle Hill Capital Management, LLC	New York	3	$144.2 million	$615.5 million	adviserinfo.sec.gov
First Sentier Investors (US) LLC	New York	2	$143.5 million	$968.6 million	adviserinfo.sec.gov
Electron Capital Partners, LLC	New York	2	$134.4 million	$4.20 billion	adviserinfo.sec.gov
Pinebridge Investments LLC	New York	1	$129.1 million	$76.73 billion	adviserinfo.sec.gov
Carret Asset Management, LLC	New York	1	$128.8 million	$3.46 billion	adviserinfo.sec.gov
Schroders Capital Management (US) LLC	New York	6	$125.5 million	$34.59 billion	adviserinfo.sec.gov
Monticelloam, LLC	New York	1	$122.8 million	$923.3 million	adviserinfo.sec.gov
DCM Advisors, LLC	New York	1	$122.6 million	$260.5 million	adviserinfo.sec.gov
Cannell & Spears LLC	New York	1	$113.9 million	$6.99 billion	adviserinfo.sec.gov
Privacore	New York	3	$108.5 million	$108.5 million	adviserinfo.sec.gov
Acacia Asset Management LLC	New York	1	$100 million	$100 million	adviserinfo.sec.gov
13d Management LLC	New York	1	$99.4 million	$99.4 million	adviserinfo.sec.gov
Academy Asset Management	New York	1	$87.9 million	$1.29 billion	adviserinfo.sec.gov
Reckoner Capital Management LLC	New York	6	$87.4 million	$273.4 million	adviserinfo.sec.gov
Man Solutions LLC	New York	4	$85 million	$10.10 billion	adviserinfo.sec.gov
Beck, Mack & Oliver LLC	New York	1	$81.2 million	$6.18 billion	adviserinfo.sec.gov
Galaxy Digital Capital Management LP	New York	3	$81 million	$1.72 billion	adviserinfo.sec.gov
Tactical Rotation Management, LLC	Forest Hills	3	$73 million	$73 million	adviserinfo.sec.gov
Obra Fund Management, LLC	New York	3	$71.6 million	$71.6 million	adviserinfo.sec.gov
Global Credit Advisers, LLC	New York	1	$65.1 million	$505.7 million	adviserinfo.sec.gov
Peak Altitude Partners, LP	New York	1	$63.9 million	$68.1 million	adviserinfo.sec.gov
Orange Investment Advisors, Inc.	Goshen	1	$61 million	$1.67 billion	adviserinfo.sec.gov
Iqcio LLC	New York	4	$60.9 million	$60.9 million	adviserinfo.sec.gov
Timber Point Capital Management	White Plains	2	$58.2 million	$188.3 million	adviserinfo.sec.gov
Mountaineer Partners Management, LLC	New York	1	$58 million	$305.7 million	adviserinfo.sec.gov
Matrix Asset Advisors Inc	White Plains	1	$57.6 million	$1.40 billion	adviserinfo.sec.gov
M.D. Sass, LLC	New York	2	$54.5 million	$2.06 billion	adviserinfo.sec.gov
Adirondack Research & Management Inc.	Guilderland	1	$52 million	$126.1 million	adviserinfo.sec.gov
Halyard Asset Management LLC	White Plains	1	$50.7 million	$2.03 billion	adviserinfo.sec.gov
Fco Advisors LP	New York	1	$46.3 million	$1.34 billion	adviserinfo.sec.gov
Grimaldi Portfolio Solutions, Inc	Wappingers Falls	1	$42 million	$133 million	adviserinfo.sec.gov
Neiman Funds Management LLC	Williamsvillie	1	$41.2 million	$41.2 million	adviserinfo.sec.gov
Gemcorp Capital Advisors LLC	New York	1	$38.5 million	$38.8 million	adviserinfo.sec.gov
Optima Asset Management LP	New York	1	$37.9 million	$891.6 million	adviserinfo.sec.gov
Crowdstreet Advisors, LLC	New York	1	$36.1 million	$231.9 million	adviserinfo.sec.gov
Bertolet Capital LLC	New York	1	$35.8 million	$35.8 million	adviserinfo.sec.gov
Eversept Partners, L.P.	New York	1	$35.4 million	$2.65 billion	adviserinfo.sec.gov
Asa Asset Management LLC	New York	7	$32.4 million	$164.6 million	adviserinfo.sec.gov
Pinnacle Capital Management, LLC	East Syracuse	1	$31.1 million	$300.5 million	adviserinfo.sec.gov
LDR Capital Management, LLC	New York	1	$29.3 million	$397.2 million	adviserinfo.sec.gov
Artesian Capital Management (Delaware) LP	New York	1	$24 million	$37.7 million	adviserinfo.sec.gov
Boyar Asset Management, Inc.	New York	1	$20.4 million	$228.2 million	adviserinfo.sec.gov
Exceed Advisory LLC	New York	1	$18.9 million	$119.2 million	adviserinfo.sec.gov
Carosa, Stanton & Depaolo Asset Management, LLC	Mendon	2	$18.5 million	$50.7 million	adviserinfo.sec.gov
Lisanti Capital Growth LLC	New York	1	$17.5 million	$432.5 million	adviserinfo.sec.gov
Amova Asset Management Americas, Inc.	New York	1	$15.4 million	$7.78 billion	adviserinfo.sec.gov
Peo Partners, LLC	New York	1	$13.3 million	$13.3 million	adviserinfo.sec.gov
Global Listing Accelerator	New York	2	$11 million	$27 million	adviserinfo.sec.gov
Ionic Capital Management LLC	New York	1	$10.4 million	$3.87 billion	adviserinfo.sec.gov
Cerity Partners LLC	New York	1	$9.8 million	$161.68 billion	adviserinfo.sec.gov
Cerity Partners Ocio LLC	New York	1	$9.8 million	$21.13 billion	adviserinfo.sec.gov
Rand Capital Management	Buffalo	1	$7.7 million	$136.7 million	adviserinfo.sec.gov
Hypatia Capital Management LLC	New York	1	$6.9 million	$6.9 million	adviserinfo.sec.gov
Lionshares LLC	Brooklyn	1	$6 million	$6 million	adviserinfo.sec.gov
21shares US LLC	New York	5	$4.4 million	$4.4 million	adviserinfo.sec.gov
Bridgewater Advisors Inc.	New York	1	$4.2 million	$2.57 billion	adviserinfo.sec.gov
Saddlerock Capital Management LLC	New York	1	$3.7 million	$199.6 million	adviserinfo.sec.gov
Msa Power Funds LLC	New York	2	$3 million	$3 million	adviserinfo.sec.gov
Worth Charting LLC	New York	1	$2.5 million	$2.5 million	adviserinfo.sec.gov
Silverberg Bernstein Capital Management	Armonk	1	$2 million	$283 million	adviserinfo.sec.gov
Cordoba Advisory Partners LLC	New York	1	$1.5 million	$2.81 billion	adviserinfo.sec.gov
Savvy Labs Inc	New York	1	$501,176	$118.9 million	adviserinfo.sec.gov
Emerge Capital Management	Buffalo	1	$483	$30 million	adviserinfo.sec.gov
Ice Data Pricing & Reference Data, LLC	New York	12	Not listed	Not listed	adviserinfo.sec.gov
Framework Digital Advisors	New York	2	Not listed	Not listed	adviserinfo.sec.gov
3a Capital, LLC	New York	1	Not listed	Not listed	adviserinfo.sec.gov
Achieve Partners Management, LLC	New York	1	Not listed	$672.3 million	adviserinfo.sec.gov
Alaia Capital, LLC	New York	1	Not listed	Not listed	adviserinfo.sec.gov
Apogem Capital LLC	New York	1	Not listed	$43.82 billion	adviserinfo.sec.gov
Banner Ridge Partners	New York	1	Not listed	$15.32 billion	adviserinfo.sec.gov
Birnam Oak Advisors, LP	New York	1	Not listed	$577 million	adviserinfo.sec.gov
Cais Advisors	New York	1	Not listed	$225.3 million	adviserinfo.sec.gov
Infusive Asset Management Inc.	New York	1	Not listed	$295.9 million	adviserinfo.sec.gov
MRBL Management, LLC	New York	1	Not listed	Not listed	adviserinfo.sec.gov
Mhi Funds, LLC	Kingston	1	Not listed	Not listed	adviserinfo.sec.gov
Pictet Asset Management (USA) Corp	New York	1	Not listed	$382 million	adviserinfo.sec.gov
Pinnacle Advisors LLC	East Syracuse	1	Not listed	$433,140	adviserinfo.sec.gov
Proshare Investment Management LLC	New York	1	Not listed	Not listed	adviserinfo.sec.gov
Sound Point Capital Management, LP	New York	1	Not listed	$36.98 billion	adviserinfo.sec.gov
Sumitomo Mitsui Trust Asset Management Americas, Inc.	New York	1	Not listed	Not listed	adviserinfo.sec.gov
Sykon Asset Management LLC	Harrison	1	Not listed	Not listed	adviserinfo.sec.gov
Sykon Capital LLC	Harrison	1	Not listed	$350.1 million	adviserinfo.sec.gov
Wolfe Research Advisors, LLC	New York	1	Not listed	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.