Data / Investment advisers / Serving pooled investment vehicles / Massachusetts

Investment advisers in Massachusetts serving pooled investment vehicles: 304 firms

Name: Investment advisers in Massachusetts serving pooled investment vehicles: 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.

304 SEC registered investment advisers with a main office in Massachusetts report pooled investment vehicles 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 Wellington Management Company LLP.

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

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304Advisers
$3.2 trillionAUM from this client type
298Advisers over $100 million
November 2, 2026File date

Advisers in Massachusetts 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. The first 300 of 304 are shown.

Adviser	City	Clients of this type	AUM from this type	Total AUM	Source
Wellington Management Company LLP	Boston	408	$327.27 billion	$1.43 trillion	adviserinfo.sec.gov
Arrowstreet Capital, Limited Partnership	Boston	90	$238.89 billion	$351.32 billion	adviserinfo.sec.gov
Harbourvest Partners, LLC	Boston	314	$190.57 billion	$191.18 billion	adviserinfo.sec.gov
Fidelity Management & Research Company LLC	Boston	21	$184.72 billion	$5.69 trillion	adviserinfo.sec.gov
Bracebridge Capital, LLC	Boston	12	$100.35 billion	$100.35 billion	adviserinfo.sec.gov
Bain Capital Private Equity, LP	Boston	36	$96.43 billion	$96.43 billion	adviserinfo.sec.gov
Wellington Alternative Investments	Boston	124	$92.17 billion	$92.17 billion	adviserinfo.sec.gov
Advent International, L.P.	Boston	133	$91.63 billion	$91.63 billion	adviserinfo.sec.gov
Geode Capital Management, LLC	Boston	74	$84.87 billion	$1.74 trillion	adviserinfo.sec.gov
Boston Management and Research	Boston	23	$72.21 billion	$154.73 billion	adviserinfo.sec.gov
MFS Investment Management	Boston	115	$70.81 billion	$514.05 billion	adviserinfo.sec.gov
Adage Capital Management, L.P.	Boston	1	$70.44 billion	$70.44 billion	adviserinfo.sec.gov
Bain Capital Credit, LP	Boston	151	$65.51 billion	$76.30 billion	adviserinfo.sec.gov
Acadian Asset Management	Boston	148	$64.65 billion	$177.46 billion	adviserinfo.sec.gov
Loomis, Sayles & Company, L.P.	Boston	115	$58.91 billion	$386.88 billion	adviserinfo.sec.gov
Numeric Investors LLC	Boston	71	$56.60 billion	$94.40 billion	adviserinfo.sec.gov
Ta Associates	Boston	29	$55.07 billion	$55.07 billion	adviserinfo.sec.gov
MFS Institutional Advisors Inc.	Boston	124	$45.97 billion	$113.59 billion	adviserinfo.sec.gov
General Catalyst	Cambridge	49	$45.50 billion	$45.50 billion	adviserinfo.sec.gov
Manulife Investment Management (US) LLC	Boston	110	$45.12 billion	$228.04 billion	adviserinfo.sec.gov
Columbia Management Investment Advisers, LLC	Boston	173	$42.99 billion	$502.40 billion	adviserinfo.sec.gov
Summit Partners, L.P.	Boston	87	$42.01 billion	$42.01 billion	adviserinfo.sec.gov
Ssga Funds Management, Inc.	Boston	16	$38.02 billion	$1.42 trillion	adviserinfo.sec.gov
PSG Equity L.L.C.	Boston	56	$30.18 billion	$30.18 billion	adviserinfo.sec.gov
Berkshire Partners LLC	Boston	37	$29.00 billion	$29.00 billion	adviserinfo.sec.gov
Grantham Mayo van Otterloo & Co LLC	Boston	53	$25.24 billion	$80.97 billion	adviserinfo.sec.gov
The Baupost Group, L.L.C.	Boston	12	$24.68 billion	$24.68 billion	adviserinfo.sec.gov
Income Research + Management	Boston	32	$24.68 billion	$130.65 billion	adviserinfo.sec.gov
The Putnam Advisory Company, LLC	Boston	72	$24.03 billion	$33.19 billion	adviserinfo.sec.gov
THL Managers VII, LLC	Boston	26	$21.48 billion	$21.48 billion	adviserinfo.sec.gov
Charlesbank Capital Partners, LLC	Boston	50	$21.06 billion	$21.06 billion	adviserinfo.sec.gov
Boston Partners	Boston	11	$20.67 billion	$116.17 billion	adviserinfo.sec.gov
Audax Private Equity	Boston	36	$20.12 billion	$20.12 billion	adviserinfo.sec.gov
Partners Capital Investment Group, LLP	Boston	123	$19.79 billion	$50.51 billion	adviserinfo.sec.gov
Rhumbline Advisers	Boston	24	$19.69 billion	$136.48 billion	adviserinfo.sec.gov
Berkshire Property Advisors, LLC	Boston	8	$19.24 billion	$19.24 billion	adviserinfo.sec.gov
Manulife Investment Management Private Markets (US) LLC	Boston	51	$19.04 billion	$48.31 billion	adviserinfo.sec.gov
Great Hill Partners	Boston	50	$18.99 billion	$18.99 billion	adviserinfo.sec.gov
SCS Capital Management LLC	Boston	78	$17.01 billion	$48.65 billion	adviserinfo.sec.gov
Newton Investment Management North America	Boston	58	$16.76 billion	$59.16 billion	adviserinfo.sec.gov
Ra Capital Management, LP	Boston	12	$16.34 billion	$16.40 billion	adviserinfo.sec.gov
Battery Management Corp.	Boston	60	$15.61 billion	$15.61 billion	adviserinfo.sec.gov
Weiss Asset Management	Boston	2	$15.56 billion	$15.56 billion	adviserinfo.sec.gov
Mackenzie Investments	Boston	51	$15.41 billion	$18.07 billion	adviserinfo.sec.gov
Abry Partners II, LLC	Boston	30	$14.90 billion	$14.90 billion	adviserinfo.sec.gov
Abrams Capital Management, L.P.	Boston	8	$13.74 billion	$13.74 billion	adviserinfo.sec.gov
Arclight Capital Partners, LLC	Boston	22	$13.54 billion	$13.54 billion	adviserinfo.sec.gov
Blackstone Life Sciences Advisors L.L.C.	Cambridge	11	$13.19 billion	$13.19 billion	adviserinfo.sec.gov
Rockpoint	Boston	39	$13.04 billion	$13.04 billion	adviserinfo.sec.gov
Impresa Management LLC	Boston	40	$13.04 billion	$13.04 billion	adviserinfo.sec.gov
Whale Rock Capital Management	Boston	19	$12.97 billion	$12.97 billion	adviserinfo.sec.gov
Bain Capital Asset Management, LP	Boston	56	$12.93 billion	$16.29 billion	adviserinfo.sec.gov
Mirova US	Boston	23	$12.77 billion	$13.62 billion	adviserinfo.sec.gov
MFN Partners Management, LP	Boston	1	$12.42 billion	$12.42 billion	adviserinfo.sec.gov
Intercontinental Real Estate Corporation	Boston	2	$12.18 billion	$12.18 billion	adviserinfo.sec.gov
Eaton Vance Management	Boston	45	$11.58 billion	$97.02 billion	adviserinfo.sec.gov
Ballyrock Investment Advisors LLC	Boston	24	$10.99 billion	$10.99 billion	adviserinfo.sec.gov
First Eagle Alternative Credit, LLC	Boston	70	$10.35 billion	$12.56 billion	adviserinfo.sec.gov
Webster Equity Partners, L.P.	Waltham	25	$10.31 billion	$10.31 billion	adviserinfo.sec.gov
Bain Capital Real Estate, LP	Boston	23	$9.99 billion	$10.00 billion	adviserinfo.sec.gov
Marsh Investments US LLC	Boston	35	$9.89 billion	$226.04 billion	adviserinfo.sec.gov
Bain Capital Ventures, LP	Boston	20	$9.84 billion	$9.84 billion	adviserinfo.sec.gov
Atreides Management, LP	Boston	47	$8.94 billion	$8.94 billion	adviserinfo.sec.gov
Cabot Properties L.P.	Boston	11	$8.74 billion	$9.11 billion	adviserinfo.sec.gov
BV Investment Partners, L.P.	Boston	10	$7.94 billion	$7.94 billion	adviserinfo.sec.gov
Highvista Strategies LLC	Boston	41	$7.58 billion	$9.10 billion	adviserinfo.sec.gov
Panagora Asset Management Inc	Boston	18	$7.41 billion	$44.13 billion	adviserinfo.sec.gov
Spectrum Equity	Boston	32	$7.32 billion	$7.32 billion	adviserinfo.sec.gov
Silversmith Capital Partners	Boston	24	$7.16 billion	$7.16 billion	adviserinfo.sec.gov
Grovestreet	Newton	42	$7.14 billion	$7.14 billion	adviserinfo.sec.gov
Ethos Capital LP	Boston	12	$6.31 billion	$6.31 billion	adviserinfo.sec.gov
Highvista Private Capital Management LLC	Boston	63	$5.90 billion	$6.48 billion	adviserinfo.sec.gov
Algebris Investments (US) Inc.	Boston	3	$5.75 billion	$6.94 billion	adviserinfo.sec.gov
Solamere Capital, LLC	Boston	29	$5.74 billion	$5.74 billion	adviserinfo.sec.gov
Wellington Funds (US) LLC	Boston	16	$5.41 billion	$5.41 billion	adviserinfo.sec.gov
Cove Hill Partners, L.P.	Boston	11	$5.36 billion	$5.36 billion	adviserinfo.sec.gov
Nepc, LLC	Boston	8	$5.29 billion	$152.72 billion	adviserinfo.sec.gov
Millstreet Capital Management LLC	Boston	2	$5.20 billion	$5.82 billion	adviserinfo.sec.gov
Manulife Investment Management Timberland and Agriculture Inc	Boston	13	$5.19 billion	$6.74 billion	adviserinfo.sec.gov
Baypine Holdings LP	Boston	9	$5.10 billion	$5.10 billion	adviserinfo.sec.gov
Finepoint Capital LP	Boston	2	$5.01 billion	$5.01 billion	adviserinfo.sec.gov
Ghisallo Capital Management LLC	Boston	6	$4.89 billion	$4.89 billion	adviserinfo.sec.gov
Hill City Capital LP	Boston	6	$4.86 billion	$4.86 billion	adviserinfo.sec.gov
Constitution Capital Equity Partners LP	Andover	33	$4.85 billion	$5.27 billion	adviserinfo.sec.gov
Fidelity Diversifying Solutions LLC	Boston	10	$4.81 billion	$18.88 billion	adviserinfo.sec.gov
Longpoint Partners LP	Boston	9	$4.75 billion	$5.71 billion	adviserinfo.sec.gov
Stockbridge Investors	Boston	2	$4.62 billion	$5.41 billion	adviserinfo.sec.gov
Agf Investments	Boston	12	$4.53 billion	$4.92 billion	adviserinfo.sec.gov
Westfield Capital Management Company, L.P.	Boston	15	$4.52 billion	$29.81 billion	adviserinfo.sec.gov
Polaris Growth Management, LLC	Boston	18	$4.22 billion	$4.22 billion	adviserinfo.sec.gov
Tiger Iron Capital, LLC	Andover	15	$4.17 billion	$4.17 billion	adviserinfo.sec.gov
Cormorant Asset Management, LP	Boston	15	$3.83 billion	$3.84 billion	adviserinfo.sec.gov
Summit Partners Public Asset Management, LLC	Boston	12	$3.75 billion	$4.62 billion	adviserinfo.sec.gov
MPM Bioimpact	Boston	23	$3.56 billion	$3.56 billion	adviserinfo.sec.gov
Elephant	Boston	13	$3.56 billion	$3.56 billion	adviserinfo.sec.gov
Eterna Growth Partners	Boston	9	$3.55 billion	$3.55 billion	adviserinfo.sec.gov
Pathlight Capital	Boston	13	$3.52 billion	$3.52 billion	adviserinfo.sec.gov
Bain Capital Insurance Solutions, LP	Boston	10	$3.35 billion	$5.39 billion	adviserinfo.sec.gov
Falcon Investment Advisors, LLC	Boston	14	$3.27 billion	$3.27 billion	adviserinfo.sec.gov
Denham Capital Management LP	Boston	9	$3.24 billion	$5.26 billion	adviserinfo.sec.gov
Battery Global Advisors, LLC	Boston	77	$3.24 billion	$8.37 billion	adviserinfo.sec.gov
Ampersand Capital Partners	Boston	4	$3.09 billion	$3.09 billion	adviserinfo.sec.gov
GW&K Investment Management, LLC	Boston	14	$3.00 billion	$52.78 billion	adviserinfo.sec.gov
Columbia Cent Clo Advisers, LLC	Boston	10	$3.00 billion	$3.00 billion	adviserinfo.sec.gov
Evolution Credit Partners Management, LLC	Boston	16	$2.72 billion	$4.12 billion	adviserinfo.sec.gov
Marcus Partners, LLC	Boston	4	$2.68 billion	$2.68 billion	adviserinfo.sec.gov
Sverica Capital Management	Boston	9	$2.46 billion	$2.46 billion	adviserinfo.sec.gov
LMCG Investments, LLC	Boston	2	$2.45 billion	$6.83 billion	adviserinfo.sec.gov
Yellow Wood Partners	Boston	10	$2.38 billion	$2.38 billion	adviserinfo.sec.gov
Pacific Lake Partners, L.L.C.	Boston	12	$2.18 billion	$2.18 billion	adviserinfo.sec.gov
Westview Capital Management LLC	Boston	3	$2.12 billion	$2.12 billion	adviserinfo.sec.gov
D/B/A the Davis Companies or Davis	Boston	21	$2.05 billion	$2.05 billion	adviserinfo.sec.gov
Advent Global Opportunities Management LLC	Boston	4	$2.02 billion	$2.02 billion	adviserinfo.sec.gov
Johcm (USA) Inc	Boston	11	$2.00 billion	$8.91 billion	adviserinfo.sec.gov
Brooke Private Equity Associates Management LLC	Boston	14	$1.94 billion	$1.94 billion	adviserinfo.sec.gov
Fifth Down Cap LLC	Boston	60	$1.87 billion	$1.87 billion	adviserinfo.sec.gov
Valence8	Cambridge	8	$1.87 billion	$1.88 billion	adviserinfo.sec.gov
Hite Hedge Asset Management LLC	Braintree	4	$1.81 billion	$2.18 billion	adviserinfo.sec.gov
Rose Grove Capital Management, LLC	Wellesley	8	$1.81 billion	$1.94 billion	adviserinfo.sec.gov
Nonantum Capital Partners	Boston	12	$1.78 billion	$1.78 billion	adviserinfo.sec.gov
Nextech Ventures (US) LLC	Boston	4	$1.74 billion	$1.74 billion	adviserinfo.sec.gov
Guidepost Growth Equity Management Company, L.P.	Boston	5	$1.72 billion	$1.72 billion	adviserinfo.sec.gov
Martingale Asset Management	Boston	11	$1.72 billion	$4.18 billion	adviserinfo.sec.gov
Omega Fund Management, LLC	Boston	5	$1.71 billion	$1.71 billion	adviserinfo.sec.gov
Wgi DM, LLC	Boston	3	$1.69 billion	$7.78 billion	adviserinfo.sec.gov
Bain Capital Partnership Strategies, LP	Boston	7	$1.65 billion	$1.65 billion	adviserinfo.sec.gov
Shellback Capital, LP	Boston	3	$1.63 billion	$1.63 billion	adviserinfo.sec.gov
Alphasimplex Group, LLC	Boston	5	$1.54 billion	$3.09 billion	adviserinfo.sec.gov
Solum Partners	Boston	5	$1.53 billion	$1.75 billion	adviserinfo.sec.gov
Boston Common Asset Management, LLC	Boston	8	$1.53 billion	$4.17 billion	adviserinfo.sec.gov
Callodine Capital Management	Boston	10	$1.52 billion	$2.03 billion	adviserinfo.sec.gov
Ta Realty LLC	Boston	23	$1.48 billion	$1.48 billion	adviserinfo.sec.gov
Par Capital Management, Inc.	Boston	1	$1.47 billion	$1.47 billion	adviserinfo.sec.gov
Catholic Investment Services, Inc.	Boston	7	$1.47 billion	$1.52 billion	adviserinfo.sec.gov
Putnam Investment Management, LLC	Boston	6	$1.46 billion	$117.24 billion	adviserinfo.sec.gov
Diametric Capital, LP	Boston	10	$1.41 billion	$1.41 billion	adviserinfo.sec.gov
The Bollard Group LLC	Boston	10	$1.40 billion	$6.72 billion	adviserinfo.sec.gov
Invenomic Capital Management LP	Boston	5	$1.35 billion	$3.39 billion	adviserinfo.sec.gov
Equity Resource Investments, LLC	Cambridge	68	$1.34 billion	$1.34 billion	adviserinfo.sec.gov
Beacon Capital Partners, LLC	Boston	13	$1.30 billion	$1.30 billion	adviserinfo.sec.gov
Albany Road Real Estate Partners, LLC	Dedham	5	$1.25 billion	$1.25 billion	adviserinfo.sec.gov
Solel Partners LP	Boston	3	$1.24 billion	$1.24 billion	adviserinfo.sec.gov
SLC Management	Wellesley Hills	5	$1.24 billion	$76.41 billion	adviserinfo.sec.gov
Polen Capital Credit, LLC	Waltham	14	$1.22 billion	$6.13 billion	adviserinfo.sec.gov
Old Ironsides Energy, LLC	Waltham	10	$1.21 billion	$1.21 billion	adviserinfo.sec.gov
Shepherd Kaplan Krochuk, LLC	Boston	16	$1.19 billion	$10.88 billion	adviserinfo.sec.gov
MDT Advisers, a Division of Federated Mdta LLC	Boston	3	$1.18 billion	$25.95 billion	adviserinfo.sec.gov
Telemark Asset Management, LLC	Boston	1	$1.14 billion	$1.14 billion	adviserinfo.sec.gov
Abry Partners III, LLC	Boston	4	$1.11 billion	$1.11 billion	adviserinfo.sec.gov
SV Health Investors, LLC	Boston	21	$1.08 billion	$1.08 billion	adviserinfo.sec.gov
DSF Advisors, LLC	Boston	8	$1.07 billion	$1.07 billion	adviserinfo.sec.gov
Castle Rock Advisors LLC	Boston	6	$1.05 billion	$3.86 billion	adviserinfo.sec.gov
Clearhaven Partners LP	Boston	4	$1.04 billion	$1.04 billion	adviserinfo.sec.gov
Equality Asset Management	Boston	8	$1.03 billion	$1.03 billion	adviserinfo.sec.gov
Tac Partners, Inc.	Boston	6	$983.4 million	$983.4 million	adviserinfo.sec.gov
Windrose Advisors LLC	Waltham	71	$982.5 million	$2.67 billion	adviserinfo.sec.gov
Brookwood Advisors, LLC	Beverly	6	$964.5 million	$964.5 million	adviserinfo.sec.gov
Folium Capital LP	Burlington	8	$960.3 million	$960.3 million	adviserinfo.sec.gov
Thorntree Capital Partners LP	Boston	6	$955.3 million	$955.3 million	adviserinfo.sec.gov
Polaris Capital Management, LLC	Boston	7	$943.6 million	$5.45 billion	adviserinfo.sec.gov
Sirios Capital Management, L.P.	Boston	5	$937.5 million	$937.5 million	adviserinfo.sec.gov
Silverarc Capital Management, LLC	Boston	4	$935.3 million	$1.61 billion	adviserinfo.sec.gov
Miri Capital Management LLC	Boston	4	$929.7 million	$929.7 million	adviserinfo.sec.gov
AEW Capital Management LP	Boston	6	$928.6 million	$3.02 billion	adviserinfo.sec.gov
Union Park Capital Management, L.P.	Boston	4	$928.5 million	$928.5 million	adviserinfo.sec.gov
Rs2 Healthcare Partners	Boston	6	$923.7 million	$923.7 million	adviserinfo.sec.gov
Long Wharf Capital LLC	Boston	4	$919.1 million	$919.1 million	adviserinfo.sec.gov
Granahan Investment Management LLC	Waltham	3	$841.4 million	$2.36 billion	adviserinfo.sec.gov
Openview Advisors, LLC	Boston	9	$839 million	$839 million	adviserinfo.sec.gov
Denali Growth Partners	Boston	7	$830.6 million	$830.6 million	adviserinfo.sec.gov
New Heritage Capital, LLC	Boston	10	$830 million	$830 million	adviserinfo.sec.gov
S & Co., Inc.	Boston	6	$821.2 million	$2.46 billion	adviserinfo.sec.gov
Polen Capital Clo Management, LLC	Waltham	2	$808.4 million	$808.4 million	adviserinfo.sec.gov
Clarus Ventures, LLC	Cambridge	9	$805.6 million	$805.6 million	adviserinfo.sec.gov
Opaleye Management Inc.	Boston	1	$789.2 million	$802.8 million	adviserinfo.sec.gov
Astira Capital Partners LP	Boston	2	$777.3 million	$777.3 million	adviserinfo.sec.gov
Tremont Realty Capital LLC	Newton	2	$763.3 million	$763.3 million	adviserinfo.sec.gov
Aristotle Capital Boston, LLC	Boston	4	$760.6 million	$1.83 billion	adviserinfo.sec.gov
Stride Consumer	Boston	5	$740.3 million	$740.3 million	adviserinfo.sec.gov
Bayhawk Capital LP	Boston	5	$730.8 million	$730.8 million	adviserinfo.sec.gov
Cambridge Associates, LLC	Boston	27	$729 million	$326.70 billion	adviserinfo.sec.gov
Lincoln Peak Capital Management, LLC	Boston	5	$706.5 million	$706.5 million	adviserinfo.sec.gov
Frontier Capital Management Co LLC	Boston	7	$706 million	$9.60 billion	adviserinfo.sec.gov
Fiduciary Trust International, LLC	Lincoln	7	$695.7 million	$7.67 billion	adviserinfo.sec.gov
Kaleidoscope Capital	Boston	7	$694.4 million	$706.2 million	adviserinfo.sec.gov
Verdad Advisers, L.P.	Boston	14	$692.8 million	$1.18 billion	adviserinfo.sec.gov
Monashee Investment Management, LLC	Boston	5	$689.2 million	$1.86 billion	adviserinfo.sec.gov
Rose Park Advisors, LLC	Boston	10	$629.9 million	$629.9 million	adviserinfo.sec.gov
Turas Capital Management	Boston	2	$613.5 million	$613.5 million	adviserinfo.sec.gov
Sandia Investment Management LP	Boston	8	$606.6 million	$625.4 million	adviserinfo.sec.gov
Portolan Capital Management, LLC	Boston	4	$597 million	$2.02 billion	adviserinfo.sec.gov
424 Capital, LLC	Wakefield	9	$584.5 million	$584.5 million	adviserinfo.sec.gov
Callodine Credit Management	Boston	2	$583.3 million	$603 million	adviserinfo.sec.gov
Wave Equity Partners	Boston	17	$563.8 million	$563.8 million	adviserinfo.sec.gov
Range Rock Capital	Wellesley	3	$548.3 million	$548.3 million	adviserinfo.sec.gov
Merganser Capital Management, LLC	Boston	4	$534.3 million	$17.66 billion	adviserinfo.sec.gov
Fort Point Capital	Boston	5	$522.6 million	$522.6 million	adviserinfo.sec.gov
Hastings Equity Partners, LLC	Boston	6	$491.1 million	$498.5 million	adviserinfo.sec.gov
Wincove	Boston	13	$488.8 million	$488.8 million	adviserinfo.sec.gov
MML Investment Advisers, LLC	Springfield	1	$481.4 million	$24.55 billion	adviserinfo.sec.gov
Tensor Edge Capital, LLC	Boston	2	$480.7 million	$584.8 million	adviserinfo.sec.gov
Schwerin Boyle Capital Management, Inc	Springfield	5	$471.9 million	$1.21 billion	adviserinfo.sec.gov
Main Capital Partners North America LLC	Boston	14	$471.6 million	$471.6 million	adviserinfo.sec.gov
Palladin Consumer Partners, LLC	Boston	16	$457.3 million	$457.3 million	adviserinfo.sec.gov
Square Circle IA LP	Boston	2	$448.9 million	$448.9 million	adviserinfo.sec.gov
East Bridge Capital Management LP	Boston	4	$442.3 million	$442.3 million	adviserinfo.sec.gov
Artemis Capital Partners	Boston	3	$441.5 million	$441.5 million	adviserinfo.sec.gov
Cohere Capital	Boston	2	$440.6 million	$440.6 million	adviserinfo.sec.gov
Barca Capital, LLC	West Newton	2	$439 million	$439 million	adviserinfo.sec.gov
Ballentine Partners	Waltham	8	$431.3 million	$15.32 billion	adviserinfo.sec.gov
Spring Lane Capital	Boston	7	$424.7 million	$424.7 million	adviserinfo.sec.gov
Emblem Group, L.P.	Boston	5	$419.4 million	$419.4 million	adviserinfo.sec.gov
Summit Partners Credit Advisors, L.P.	Boston	11	$419 million	$419 million	adviserinfo.sec.gov
Clean Energy Venture Management, LLC	Boston	2	$416.4 million	$416.4 million	adviserinfo.sec.gov
HLM Management Co., LLC	Waltham	7	$411.4 million	$411.4 million	adviserinfo.sec.gov
Century Equity Partners LLC	Boston	6	$378.3 million	$378.3 million	adviserinfo.sec.gov
10talents Investors, LLC	Foxborough	23	$353 million	$353 million	adviserinfo.sec.gov
Arctaris Impact Investors	Wellesley	8	$347.3 million	$347.3 million	adviserinfo.sec.gov
Proficio Capital Partners LLC	Newton	9	$338.8 million	$8.17 billion	adviserinfo.sec.gov
Novo Holdings US Investment Advisor, Inc.	Boston	2	$338.6 million	$338.6 million	adviserinfo.sec.gov
Loon Lake Capital Management LP	Boston	3	$336 million	$336 million	adviserinfo.sec.gov
North Run Capital, LP	Boston	4	$334.5 million	$334.5 million	adviserinfo.sec.gov
Advaita Capital LLC	Boston	13	$315.7 million	$315.7 million	adviserinfo.sec.gov
Prospect Hill Growth Partners, L.P.	Waltham	6	$310.6 million	$310.6 million	adviserinfo.sec.gov
Shawspring Partners, LLC	Boston	1	$305.6 million	$438.7 million	adviserinfo.sec.gov
Kaname Capital, L.P.	Boston	1	$297.8 million	$319.7 million	adviserinfo.sec.gov
Fayerweather Management, LLC	Cambridge	2	$289.6 million	$289.6 million	adviserinfo.sec.gov
Heritage Holding	Boston	2	$277.7 million	$277.7 million	adviserinfo.sec.gov
Game Creek Capital, LP	Boston	2	$248.7 million	$329 million	adviserinfo.sec.gov
Castanea Partners Inc.	Newton	5	$239 million	$239 million	adviserinfo.sec.gov
Callodine BDC Advisor, LLC	Boston	3	$238.7 million	$238.7 million	adviserinfo.sec.gov
Ot Management, LLC	Boston	40	$232.4 million	$232.4 million	adviserinfo.sec.gov
Moody Aldrich Partners, LLC	Marblehead	4	$228.4 million	$864.3 million	adviserinfo.sec.gov
Worldly Partners Management, LLC	Needham	1	$226.8 million	$226.8 million	adviserinfo.sec.gov
Crawford Fund Management, LLC	Boston	3	$226.5 million	$356.1 million	adviserinfo.sec.gov
Global Delta Capital, LLC	Somerville	1	$224.9 million	$224.9 million	adviserinfo.sec.gov
The Newcastle Network LP	Wellesley	2	$222.8 million	$222.8 million	adviserinfo.sec.gov
JMC Management, LLC	Boston	6	$211.9 million	$211.9 million	adviserinfo.sec.gov
P/E Global LLC	Boston	36	$209.9 million	$1.71 billion	adviserinfo.sec.gov
Meketa Investment Group Inc	Westwood	1	$205.1 million	$9.99 billion	adviserinfo.sec.gov
Bain Capital Public Equity, LP	Boston	3	$204.6 million	$242.2 million	adviserinfo.sec.gov
Trillium Asset Management	Boston	33	$201.2 million	$4.31 billion	adviserinfo.sec.gov
Clough Capital Partners, LP	Boston	4	$201.1 million	$1.51 billion	adviserinfo.sec.gov
Fulham & Co	Wellesley	8	$200.2 million	$200.2 million	adviserinfo.sec.gov
Breckinridge Capital Advisors Inc	Boston	1	$197.7 million	$54.28 billion	adviserinfo.sec.gov
Weatherbie Capital, LLC	Boston	5	$194.9 million	$1.34 billion	adviserinfo.sec.gov
Arcadia Funds	Burlington	5	$192.8 million	$192.8 million	adviserinfo.sec.gov
Orvieto Partners, L.P.	Boston	1	$188.6 million	$188.6 million	adviserinfo.sec.gov
Epilog Partners, LP.	Boston	2	$181.6 million	$181.6 million	adviserinfo.sec.gov
Spring Lake Equity GP LLC	Burlington	4	$179.2 million	$179.2 million	adviserinfo.sec.gov
The Watermill Group	Boston	18	$178.1 million	$178.1 million	adviserinfo.sec.gov
SF Advisers, LLC	Boston	6	$172.5 million	$172.5 million	adviserinfo.sec.gov
TFJ Management, LLC	Somerville	2	$171.1 million	$198.4 million	adviserinfo.sec.gov
Winthrop Square Capital, L.P.	Boston	3	$166.8 million	$166.8 million	adviserinfo.sec.gov
Blue Moon Capital Management LLC	Boston	4	$159.5 million	$159.5 million	adviserinfo.sec.gov
Landon Capital Partners, LLC	Boston	14	$144.8 million	$144.8 million	adviserinfo.sec.gov
Ibs Capital LLC	Medfield	3	$123 million	$123 million	adviserinfo.sec.gov
East Coast Asset Management, LLC	Essex	1	$121.7 million	$1.01 billion	adviserinfo.sec.gov
Easterly Investment Partners LLC	Beverly	2	$119.6 million	$2.83 billion	adviserinfo.sec.gov
Arjuna Capital, LLC	Manchester	7	$118.2 million	$679.7 million	adviserinfo.sec.gov
Covalent Partners LLC	Concord	2	$117.3 million	$117.3 million	adviserinfo.sec.gov
Dardanelles Capital LP	Boston	1	$114.2 million	$114.2 million	adviserinfo.sec.gov
Applied Fundamental Research, LLC	Cambridge	2	$111.1 million	$142.9 million	adviserinfo.sec.gov
Foster Dykema Cabot & Partners, LLC	Waltham	8	$111 million	$2.22 billion	adviserinfo.sec.gov
Seamans Capital Management, LLC	Waltham	7	$101.7 million	$170.7 million	adviserinfo.sec.gov
Cutler Capital Management	Worcester	2	$101.3 million	$430.8 million	adviserinfo.sec.gov
Eventide Asset Management, LLC	Boston	2	$98.8 million	$7.38 billion	adviserinfo.sec.gov
Eastward Capital Partners, LLC	West Newton	8	$96 million	$96 million	adviserinfo.sec.gov
MG Financial LLC	Braintree	21	$92.6 million	$1.13 billion	adviserinfo.sec.gov
Contravisory Investment Management, Inc.	Norwell	2	$91.5 million	$701.7 million	adviserinfo.sec.gov
Choate Investment Advisors	Boston	3	$88.1 million	$10.05 billion	adviserinfo.sec.gov
Weber Capital Management LLC	Newton	3	$87.4 million	$120.2 million	adviserinfo.sec.gov
Savior Wealth	Wellesley	19	$86.5 million	$140.2 million	adviserinfo.sec.gov
Qtron Investments LLC	Boston	2	$79.8 million	$1.23 billion	adviserinfo.sec.gov
Mad River Investors	Boston	2	$69.7 million	$403.5 million	adviserinfo.sec.gov
Abry Partners, LLC	Boston	2	$69.3 million	$69.3 million	adviserinfo.sec.gov
Essex Investment Management Company, LLC	Boston	2	$68.8 million	$712.7 million	adviserinfo.sec.gov
Clear Brook Advisors, Inc.	Boston	2	$63.7 million	$817.8 million	adviserinfo.sec.gov
Leeward Investments	Boston	1	$60.5 million	$2.87 billion	adviserinfo.sec.gov
Mason Capital Partners	Boston	2	$60.1 million	$210.6 million	adviserinfo.sec.gov
Twin Focus Capital Partners, LLC	Boston	6	$55.3 million	$4.58 billion	adviserinfo.sec.gov
Congress Asset Management Company, LLP	Boston	3	$52.4 million	$14.20 billion	adviserinfo.sec.gov
Felis Advantage, LP	Boston	3	$50 million	$150 million	adviserinfo.sec.gov
CW Advisors, LLC	Boston	1	$33 million	$15.22 billion	adviserinfo.sec.gov
Map Funds Management, LLC	Marblehead	1	$25.8 million	$25.8 million	adviserinfo.sec.gov
Ajovista	Boston	3	$17.2 million	$269 million	adviserinfo.sec.gov
Wainwright Investment Counsel LLC	Boston	1	$13.5 million	$5.52 billion	adviserinfo.sec.gov
Moody, Lynn, Lieberson & Walker, LLC	Boston	1	$13.3 million	$2.41 billion	adviserinfo.sec.gov
Baldwin Wealth Partners, LLC	Marion	1	$12 million	$2.33 billion	adviserinfo.sec.gov
Redwood Investments, LLC	Boston	2	$10.6 million	$710.1 million	adviserinfo.sec.gov
Little Harbor Advisors, LLC	Marblehead	1	$8.6 million	$242.6 million	adviserinfo.sec.gov
Boston Family Advisors LLC	Boston	1	$8 million	$329.7 million	adviserinfo.sec.gov
Twin Gryphon Advisors LLC	Marshfield	1	$5 million	$126.5 million	adviserinfo.sec.gov
Osbon Capital Management, LLC	Boston	2	$3.9 million	$205.3 million	adviserinfo.sec.gov
Longfellow Investment Management Co. LLC	Boston	1	$3.6 million	$23.44 billion	adviserinfo.sec.gov
Marble Harbor Investment Counsel, LLC	Boston	2	$3.4 million	$1.32 billion	adviserinfo.sec.gov
Disciplined Alpha LLC	Boston	2	$3.1 million	$36.9 million	adviserinfo.sec.gov
Great Point Wealth Advisors, LLC	Boston	1	$3 million	$725.8 million	adviserinfo.sec.gov
Mayflower Advisors	Boston	2	$1.6 million	$5.82 billion	adviserinfo.sec.gov
Empirical Asset Management, LLC	Wellesley	1	$444,683	$560 million	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.