Data / Investment advisers / Serving pooled investment vehicles / Maryland
Investment advisers in Maryland serving pooled investment vehicles: 63 firms
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
63 SEC registered investment advisers with a main office in Maryland report pooled investment vehicles among their clients in Form ADV item 5.D, and together they attribute $1.1 trillion of their assets under management to them, in the SEC's file of November 2, 2026. The adviser with the most is T. Rowe Price Associates, Inc.
The request: Every investment adviser in Maryland that serves pooled investment vehicles, with AUM, phone and website. $10 of work on sign-up, no card.
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- 63Advisers
- $1.1 trillionAUM from this client type
- 61Advisers over $100 million
- November 2, 2026File date
Advisers in Maryland serving pooled investment vehicles
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 |
|---|
| T. Rowe Price Associates, Inc. | Baltimore | 379 | $797.53 billion | $2.20 trillion | adviserinfo.sec.gov |
| Asb Capital Management LLC | Bethesda | 5 | $32.99 billion | $36.68 billion | adviserinfo.sec.gov |
| Chevy Chase Trust Company | Bethesda | 4 | $31.57 billion | $44.93 billion | adviserinfo.sec.gov |
| T.Rowe Price Investment Management, Inc. | Baltimore | 16 | $27.02 billion | $204.18 billion | adviserinfo.sec.gov |
| Arlington Capital Partners | Bethesda | 5 | $18.19 billion | $18.19 billion | adviserinfo.sec.gov |
| Durable Capital Partners LP | Bethesda | 5 | $17.59 billion | $17.59 billion | adviserinfo.sec.gov |
| Brown Advisory | Baltimore | 5 | $15.69 billion | $124.31 billion | adviserinfo.sec.gov |
| Jmi Management, L.P. | Baltimore | 20 | $13.58 billion | $13.58 billion | adviserinfo.sec.gov |
| Ullico Investment Advisors, Inc. | Bethesda | 12 | $13.05 billion | $13.92 billion | adviserinfo.sec.gov |
| Artemis Real Estate Partners | Chevy Chase | 30 | $11.22 billion | $11.42 billion | adviserinfo.sec.gov |
| Realterm | Annapolis | 16 | $10.87 billion | $10.87 billion | adviserinfo.sec.gov |
| Brown Advisory Investment Solutions Group LLC | Baltimore | 393 | $7.78 billion | $9.84 billion | adviserinfo.sec.gov |
| Midcap Financial Services Capital Management, LLC | Bethesda | 12 | $7.27 billion | $7.27 billion | adviserinfo.sec.gov |
| T. Rowe Price (Canada), Inc. | Baltimore | 27 | $5.57 billion | $6.55 billion | adviserinfo.sec.gov |
| G10 LLC | Hunt Valley | 16 | $4.77 billion | $4.91 billion | adviserinfo.sec.gov |
| Hull Street Energy | Bethesda | 12 | $4.57 billion | $4.57 billion | adviserinfo.sec.gov |
| Innovation X Advisors | Rockville | 19 | $4.52 billion | $4.52 billion | adviserinfo.sec.gov |
| Abrams Bison Investments, L.L.C. | Bethesda | 3 | $3.04 billion | $3.04 billion | adviserinfo.sec.gov |
| FCP | Chevy Chase | 11 | $2.94 billion | $3.48 billion | adviserinfo.sec.gov |
| Greenhouse Funds LLLP | Baltimore | 9 | $2.60 billion | $2.93 billion | adviserinfo.sec.gov |
| Rock Springs Capital | Baltimore | 6 | $2.43 billion | $2.43 billion | adviserinfo.sec.gov |
| Access Holdings Management Company LLC | Baltimore | 27 | $2.27 billion | $2.27 billion | adviserinfo.sec.gov |
| Lasalle Investment Management Securities | Baltimore | 7 | $2.23 billion | $3.33 billion | adviserinfo.sec.gov |
| Enlightenment Capital | Chevy Chase | 16 | $2.12 billion | $2.12 billion | adviserinfo.sec.gov |
| Albion River | Rockville | 2 | $2.06 billion | $2.06 billion | adviserinfo.sec.gov |
| Rotunda Capital Partners, LLC | Bethesda | 12 | $1.61 billion | $1.61 billion | adviserinfo.sec.gov |
| Campbell & Company Investment Adviser LLC | Baltimore | 8 | $1.32 billion | $4.34 billion | adviserinfo.sec.gov |
| Ecosystem Investment Partners, LLC | Baltimore | 7 | $1.28 billion | $1.28 billion | adviserinfo.sec.gov |
| PNC Capital Advisors LLC | Baltimore | 1 | $1.23 billion | $50.88 billion | adviserinfo.sec.gov |
| Northlane Capital Partners | Bethesda | 3 | $1.16 billion | $1.16 billion | adviserinfo.sec.gov |
| Truffle Hound Capital, LLC | Bethesda | 1 | $680 million | $680 million | adviserinfo.sec.gov |
| Calvert Street Capital Partners, Inc. | Towson | 17 | $663.1 million | $663.1 million | adviserinfo.sec.gov |
| Soapstone Management L.P. | Bethesda | 1 | $610.1 million | $610.1 million | adviserinfo.sec.gov |
| Savano Direct Capital Partners, LLC | Baltimore | 9 | $519.1 million | $519.1 million | adviserinfo.sec.gov |
| Broadoak Asset Management, LLC | Bethesda | 9 | $519 million | $519 million | adviserinfo.sec.gov |
| Abr Capital Partners, LLC | Baltimore | 12 | $487.2 million | $487.2 million | adviserinfo.sec.gov |
| Pennington Partners & Co., LLC | Bethesda | 10 | $486.6 million | $5.09 billion | adviserinfo.sec.gov |
| Mre Management, LLC | Annapolis | 7 | $458 million | $458 million | adviserinfo.sec.gov |
| Camden Partners Holdings, LLC | Owings Mills | 17 | $369.6 million | $369.6 million | adviserinfo.sec.gov |
| Augment Infrastructure Managers Advisory LLC | Chevy Chase | 3 | $337.1 million | $337.1 million | adviserinfo.sec.gov |
| Fvlcrum Partners, LLC | Bethesda | 3 | $328.8 million | $328.8 million | adviserinfo.sec.gov |
| Caro Investors | Chevy Chase | 2 | $316.7 million | $316.7 million | adviserinfo.sec.gov |
| Broad Reach Retail Partners LLC | Millersville | 29 | $309 million | $309 million | adviserinfo.sec.gov |
| Independent Access Partners, LLC | Hunt Valley | 18 | $256.9 million | $256.9 million | adviserinfo.sec.gov |
| New Century Advisors, LLC | Chevy Chase | 3 | $213.4 million | $4.31 billion | adviserinfo.sec.gov |
| Patient Capital Management, LLC | Baltimore | 1 | $207.2 million | $2.50 billion | adviserinfo.sec.gov |
| Calvert Impact Advisory Services, LLC | Bethesda | 1 | $197.8 million | $197.8 million | adviserinfo.sec.gov |
| PSG Credit GP, LLC | Columbia | 7 | $190.9 million | $190.9 million | adviserinfo.sec.gov |
| Expect Equity LLC | Pikesville | 6 | $167.2 million | $167.2 million | adviserinfo.sec.gov |
| D.F. Dent and Company, Inc. | Baltimore | 3 | $167.1 million | $7.88 billion | adviserinfo.sec.gov |
| Global Environment Fund | Bethesda | 7 | $116 million | $116 million | adviserinfo.sec.gov |
| RLJ Equity Partners, LLC | Bethesda | 2 | $109.1 million | $109.1 million | adviserinfo.sec.gov |
| Kalamata Asset Management LLC | Bethesda | 2 | $106.8 million | $106.8 million | adviserinfo.sec.gov |
| Standard Partners LLC | Bethesda | 1 | $98.5 million | $108.3 million | adviserinfo.sec.gov |
| Impactassets Capital Partners PB LLC | Bethesda | 1 | $60.3 million | $4.95 billion | adviserinfo.sec.gov |
| Alpha Dna Investment Management | Columbia | 2 | $54.3 million | $194.7 million | adviserinfo.sec.gov |
| Blue Marlin HOLDCO LLC | Bethesda | 1 | $52.7 million | $52.7 million | adviserinfo.sec.gov |
| Black Diamond Financial, LLC | Lutherville | 3 | $50.2 million | $1.37 billion | adviserinfo.sec.gov |
| Bireme Capital, LLC | Rockville | 1 | $33.4 million | $196.9 million | adviserinfo.sec.gov |
| Cornerstone Advisory | Hunt Valley | 1 | $30.4 million | $2.25 billion | adviserinfo.sec.gov |
| Tritonpoint Capital, LLC | Chevy Chase | 95 | $24.8 million | $250.2 million | adviserinfo.sec.gov |
| Gritstone Asset Management LLC | Bethesda | 1 | $16.3 million | $114.9 million | adviserinfo.sec.gov |
| Institutional Shareholder Services Inc. | Rockville | 307 | 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.